We are delighted to announce Private Client Assistant Manager, Kate Gaunt, has achieved full STEP (The Society of Trust and Estate Practitioners) membership.
At M+A Partners, our Private Client Tax team is committed to providing an excellent standard of client service and Kate’s STEP membership consolidates the high level of knowledge and expertise within the department.
With four full STEP members (also known as TEPs or Trust and Estate Practitioners), our specialists are well-placed to offer expert advice in all aspects of inheritance and succession planning. TEPs operate within rigorous professional standards and act with integrity when providing guidance on all matters, including Wills, Lasting Powers of Attorney, Estate administration, and Trust advice and administration.
STEP is an internationally recognised symbol of excellence within the sector and full membership entails passing a challenging series of examinations.
Partner, Emma Hunt, commented: “It is wonderful to be able to celebrate further STEP success within our team. Kate’s achievement is testament to her professional knowledge, dedication to client care, and an ability to offer expert advice on what can be quite complex issues.”
Kate has been with the firm since 2017 and delivers skilled compliance and advisory services for a wide range of clients. STEP membership supports Kate’s drive to enhance her technical knowledge and keep up-to-date with changing legislation. Kate says: “Achieving full STEP membership has been an invaluable experience, providing me with knowledge that has proved beneficial in my day-to-day work and enabling me to act in the very best interests of our clients – helping them to effectively plan for the future.”
Find out more about our services by getting in touch with one of our highly qualified trusts and estates practitioners below or email enquiries@mapartners.co.uk.
