Covid-19 Update: We are continuing to provide our usual services whilst maintaining the safety of clients and colleagues. Read our latest update here.

Complete the form below to ask us a question or make an enquiry. We’ll get back to you via phone or email as soon as possible.

Insights

What is STEP?

Posted on 19th June 2017 in Probate & Wills

Posted by

Gráinne Staunton

Partner and Solicitor
What is STEP?

TEP stands for Trust and Estate Practitioner, and is the designation given to full members of STEP – the worldwide professional association for those advising families across generations.

Tozers are pleased to have 4 Full Members of STEP and 2 Affiliate Members who can help you to deal with important and often sensitive issues such as writing a will, creating a trust and tax planning.

See our STEP Members’ and Affiliates’ profiles here:

Vernon Clarke

Gráinne Staunton

Lucy Lamb

Jayne Bertie

Rachael Morley

 

Company & Industry

Related Insights

Insights

HMRC warns of errors in property disposal reporting

Posted on 19th November 2021 in Probate & Wills, Later Life Planning

HMRC have identified potential errors regarding the declaration of residential property disposals for Capital Gains Tax (CGT) purposes when completing self-assessment tax returns for 2019/20.

Posted by

Sue Halfyard

Senior Associate and Chartered Legal Executive
Insights

Talking to your family about your wishes for the future

Posted on 09th November 2021 in Probate & Wills, Later Life Planning

Nobody likes to think about a time when they are no longer around so talking to loved ones about what you would like to happen after you pass away may seem morbid or unnecessary. However, talking about financial and practical matters can help put your mind at ease and make things much easier for those closest to you when the inevitable comes.

Posted by

Gráinne Staunton

Partner and Solicitor