We are delighted to announce that Jane Whitfield, one of the senior solicitors in our Private Client team, has passed with distinction her final academic assessment required by The Society of Trusts and Estates Practitioners (STEP) to qualify as a Trusts and Estates Practitioner, allowing her to use the letters TEP after her name.

Jane achieved this qualification through what STEP calls the “Qualified Practitioner Route”, which allows experienced practitioners to demonstrate their knowledge through the submission of three 5000-word essays. The academic standard is similar to writing at masters level.

STEP’s vision is to be the pre-eminent worldwide professional association for those advising families across generations. It has grown dramatically from its beginnings as a niche society for UK-based accountants and lawyers working with trusts. Now with more than 20,000 members across the world from a range of professional backgrounds, its emphasis has broadened and trusts are just one part of the wider role its members play in advising families on their long-term wealth planning. It helps families to plan their assets across generations by promoting high professional standards, educating professionals, connecting advisors and families globally and informing public policy.

The TEP qualification is becoming increasingly recognised in wider society, and many clients wishing to use legal services in areas such as wills, probate and trusts are specifically searching for STEP qualified practitioners to advise them. We are proud therefore that our team members, of which Jane is one, have the skills to continue to offer a quality service to our clients.

Further Reading:

The Private Client Team makes an appearance on Thames Valley Television

Barrett & Co participated in Will Aid

Barrett and Co are proud of their Dementia Champions

 

Want to know more about the services our Private Client team can offer?

Please contact Jane Whitfield on 0118 958 9711 or at [email protected], or click here to arrange a one hour £95 fixed fee consultation.

"barrettandco" and "Barrett & Co" are trading names of Barrett & Co Solicitors LLP, a Limited Liability Partnership incorporated in England and Wales under registration number OC356263, with registered office at Salisbury House, 54 Queens Road, Reading, Berkshire RG1 4AZ. Barrett & Co Solicitors LLP is authorised and regulated by the Solicitors Regulation Authority www.sra.org.uk (SRA Number 549694).

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