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Insights

What is STEP?

Posted on 19th June 2017 in Probate & Wills

Posted by

Gráinne Staunton

Partner & 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

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OPG Advances in Reducing England & Wales POA Registration Delays

Posted on 06th August 2024 in Probate & Wills, Later Life Planning

The OPG’s annual report states that the average actual clearance time for power of attorney (POA) applications in England and Wales is 76 working days compared with the target of 40.

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Sue Halfyard

Partner & Chartered Legal Executive
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Inheritance Tax: A Spring Windfall for the Revenue!

Posted on 25th July 2024 in Probate & Wills, Later Life Planning

In figures published on Friday, the Revenue confirmed that receipts from Inheritance Tax for the first quarter of this financial year came to a staggering £2.1 billion. This figure is £83 million higher than for the same quarter, April to June, last year and represents a huge increase for the Revenue’s coffers.

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Rachael Morley

Partner & Solicitor