This is the top professional qualification for a Wills, Trust and Probate solicitor which is a benchmark for many solicitors. The process to become qualified is highly rigorous with four modules to complete which involves months and months of studying in Claire’s own time. STEP practitioners must have a combination of specialist qualifications and experience including significant involvement at a specialist level with inheritance and succession planning.
Having STEP qualified solicitors provides reassurance to clients that we have the highest level of knowledge and expertise as well as an unrivalled edge over other solicitors and services.
“Badly drafted Wills can have a devastating effect for families at a really emotional and sensitive time. By using a STEP qualified solicitor, clients can have peace of mind that they receive the highest standards of advice as they plan their financial futures. After months of exams and revisions, I am delighted to have achieved this qualification.”
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. Alison Bristow, a Solicitor at Moore & Tibbits is also STEP qualified and along with Claire often advises clients in relation to:
- Providing for someone 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
Debbie Anderson, Director at Moore & Tibbits said:
“We are absolutely delighted with Claire’s recent exam success. She has shown huge dedication and commitment to become a fully qualified STEP member. Many aspects of planning are non-regulated meaning anyone can write a will for example, regardless of training or expertise. As a firm, Moore & Tibbits are proud to be able to offer clients the highest level of expertise and knowledge and that Claire and Alison are recognised as experts in their field providing clients with reassurance that they are in safe hands.”