Society of Trust and Estate Planners

Peter Greenwood has been awarded full membership of The Society of Trust and Estate Practitioners (STEP). This entitles Peter to have the title of Trust and Estate Practitioner (TEP). To become a TEP, practitioners must have a combination of specialist qualifications and experience, including significant involvement at a specialist level with inheritance and succession planning. Full STEP members are internationally recognised as experts in their field. 

The Society of Trust and Estate Practitioners (STEP) is the worldwide professional body comprising lawyers, accountants, financial advisers and other practitioners that help families plan for their futures. Full qualification allows a practitioner to demonstrate their knowledge, passion and commitment towards their specialist line of work. STEP members are expected to uphold the key professional and ethical standards as set out in the STEP Codes of Conduct. The Codes of Professional Conduct provide a clear set of principles for a member’s professional activity, giving each the understanding they need to deliver to the highest expectations. 

Choosing a professional to help you to deal with such important and often sensitive issues can be difficult. With a TEP, you’re in safe hands. Being STEP qualified gives Peter the highest level of credibility and therefore an unrivalled edge over other finance professionals out there. Dealing with a solicitor or other finance professional who is STEP qualified also gives the client the assurance that they are dealing with something who truly knows what they are doing so that problems do not occur further down the line.