Our probate specialists, Amy Codd and Lesley Harrison, have both qualified to become full members of the Society of Trust and Estate Practitioners (STEP).
STEP is the international professional body for advisers specialising in trusts, inheritance and succession planning. Its members exemplify high standards of professional standards and are subject to well regarded codes of conduct.
STEP’s mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education and connecting practitioners globally to share knowledge and best practice.
Full STEP members, known as TEPs, are internationally recognised as experts in their fields, with proven qualifications and experience.
“Trust is extremely important when it comes to inheritance and succession planning so having the support, guidance and advice of a professional who’s an expert in the field can make all the difference.
“As qualified TEPs, clients can be assured that the service they receive from our team is of the highest professional standard, giving them peace of mind and confidence.”
Amy Codd trained as a solicitor after working in management roles in the NHS. She has worked at a number of leading legal firms in the region and is now a private client solicitor and associate of Duncan & Toplis Legal Services.
“STEP is a very well respected organisation for trust and estate practitioners. Although many aspects of planning aren’t regulated, meaning anyone can write a will, STEP members are rigorously assessed and all members must be certified so you can be sure you’re in safe hands.
“I’m very proud to have become a qualified TEP practitioner and I’m looking forward to helping more people create plans to secure their legacy and care for future generations.”
Lesley Harrison trained as a Chartered Legal Executive at Duncan & Toplis Legal Services after working at a senior management level in the NHS. Lesley has specialised in private client practice handling Wills, Powers of Attorney and Estates.
Amy and Lesley’s STEP membership demonstrates the level of expertise and professionalism clients can expect from our team. Planning for the future can be challenging, but expert support and guidance from a trusted partner can make the process much easier for you and your loved ones.