Estate Planning & Probate Ltd
Plan Tomorrow Today
Contact us via:
T: 07584 194852
E: admin@estateplanningandprobate.co.uk
Estate Planning & Probate Ltd
Registered Company Number 9543628
VAT Registration Number.211 636 246
367 Chester Road, Ellesmere Port, Cheshire CH66 3RQ
Incorporated in the UK
With over 25 years experience, you are assured a Professional Legal Service
ASSESSMENT
IMPLEMENT
What STEP members do
As specialists in inheritance and succession planning, STEP members draft wills and trusts, administer estates, act as trustees and advise families on how best to structure their finances to ensure compliance and preserve their assets for future generations.
In their professional practice, TEPs often help people at difficult or emotional times, such as after the death of a close family member. Some examples of what TEPs may advise on are:
- Providing for an individual following their partner’s death, while protecting the interests of their children
- Ensuring elderly or vulnerable relatives are cared for and supported
- Helping families with interests spread across the world to be compliant with the laws and tax rules of different countries
- Ensuring that a family business will pass safely from one generation to another
- helping clients to support charitable causes in an effective way.
Full members of STEP can use the letters 'TEP' after their name, which stands for Trust and Estate Practitioner. To become a TEP, practitioners must have a combination of specialist qualifications and experience, including significant involvement at a specialist level with inheritance and succession planning.