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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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Leaving Gifts to Charity in Your Will: Recent Case Update

Posted on 04th July 2024 in Probate & Wills, Later Life Planning

A recent High Court case has highlighted the need for clarity when leaving gifts to charities in Wills.

Posted by

Emma McAdam

Solicitor
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Are 'wealth tax' changes on the table after the election?

Posted on 26th June 2024 in Probate & Wills, Later Life Planning

As the General Election approaches and polls indicate a strong Labour advantage, there is a lot of speculation about the implications of a new government for the UK, especially in terms of tax policies. If Labour do secure a victory, what is the likelihood of reforms to Inheritance Tax and Capital Gains Tax?

Posted by

Gráinne Staunton

Partner & Solicitor