We are delighted to announce that our Tax and Trust Expert, Alex Philpott, has completed the Society of Trust and Estate Practitioners Diploma and achieved full STEP membership.
Adding to his accomplishment, Alex received the STEP Excellence Award as the highest-achieving student in the 2024 sittings of the Advanced Certificate in the Administration of Trusts throughout England and Wales.
The STEP Diploma qualification equips individuals involved in advising on trust matters with a comprehensive understanding of the different types of trust, the tax consequences of creation of trusts and the complexities involved in the operation of trusts from inception to closure. There is also a focus on estate administration and tax issues. At M+A Partners, our Private Client Tax Services includes our Trusts & Estates team and our Probate and Wills team, as well as complex tax advisory and compliance matters for those individual taxpayers with complex tax affairs or needing specialist advice on all tax matters, including capital gains tax, income tax and inheritance tax. The team is dedicated to supporting clients throughout every stage of their tax planning and management of their tax affairs. Alex’s achievement further elevates the team’s expertise and dedication to exceptional client support.
Alex has been part of the M+A Partners’ team since 2019 and qualified as a member of the Chartered Institute of Taxation in 2023. He is instrumental in dealing with the affairs of a range of clients, including individuals and trusts. Clare Goodswen, Tax Partner said “Alex deserves the recognition that this award gives. He is a talented tax adviser and a valued member of the M+A tax team. Being a STEP member gives him further skills which will enhance the team’s strength as well as his own abilities.”
Alex commented: ‘The Advanced Certificate in the Administration of Trusts provided me with enhanced skills and knowledge to ensure I give more rounded advice to clients.’
‘Studying towards the STEP Diploma in Trusts & Estates has allowed me to develop my own knowledge and technical understanding as a tax advisor in the private client tax department. I would recommend the Diploma to those wishing to develop and expand their knowledge and skills in the private client industry.’
Find out more about our services by getting in touch with one of our highly qualified trusts and estates practitioners or email enquiries@mapartners.co.uk.
