The STEP Excellence Awards.

The Society of Trust and Estate Practitioners, or STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. They work to improve public understanding of the issues families face in this area and promote education and high professional standards among their members.

The STEP Excellence Awards celebrate exceptional student achievement, recognising the highest achievers across all STEP qualifications globally. The STEP Excellence Awards celebrate exceptional achievement, recognising the highest achievers across all STEP qualifications globally.

The Awards align with STEP’s core focus on promoting high standards and professional excellence. They recognise the top-scoring student at distinction level (70 per cent or above) per STEP exam or assignment, Essay Route, and the highest-scoring graduates across each of the STEP Diplomas.

These individuals represent the best and the brightest practitioners, many of whom will be names to watch out for in the years ahead, and we are delighted to share some recent recognition received for Richard who was awarded for his score of 87% in the STEP Certificate for Financial Services (Trusts and Estate Planning) in 2019, while Bharat also achieved a significant distinction in the paper.

It is a testament to their hard work and shows their commitment to providing our clients with the highest level of advice on their Inheritance Tax Planning needs.

The reason I took this qualification was to be able to give my professional referrers more confidence that they can introduce their clients to me and that I really do know more than the average adviser. The fact I am being given this award will be great to use to promote my services when speaking with solicitors and legal professionals.

Richard Meats – step certificate for financial services (trusts and estate planning)

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