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The Society of Trust and Estate Practitioners, or STEP, is the leading worldwide professional body for practitioners in the fields of wills, trusts and estates and related issues such as Inheritance Tax.

STEP promotes the highest professional standards through education and training, leading to widely respected professional qualifications. Some members our Private Client Team hold these qualifications. All STEP members must undertake continuing professional education, alongside the similar annual requirements of their individual professional qualifications, to ensure they are constantly updating their skills and knowledge.

All STEP members are subject to an extensive Code of Professional Conduct. Members are required at all times to act with integrity and in a manner that inspires the confidence, respect and trust of both clients and the wider community.

Full members of STEP are entitled to refer to themselves as Registered Trust & Estate Practitioners and use the designation TEP.

STEP Members at Gilbert Stephens LLP:

Full members (TEPs):                      Affiliate Members:

Lesley Austen                                     Nik Barnes

Jonathan Cave                                   Catherine Rosewell

Jamilah Evans

Nysha Forsey

Martin Justice

Carol Pearn

Conall Ryan

Richard Walford

 

Links

STEP www.step.org

STEP Standard Provisions 1st Edition (1992) http://www.step.org/sites/default/files/Comms/STEP_Standard_Provisions1.pdf

STEP Standard Provisions 2nd Edition (2011) http://www.step.org/sites/default/files/Comms/SSP2_rebrand.pdf

STEP Code of Professional Conduct http://www.step.org/sites/default/files/Governance/Key_Governance_Documents/STEP_Code_of_Professional_Conduct_2016.pdf

Step Code for Will Preparation in England & Wales http://www.step.org/sites/default/files/Policy/Will_Code_2016.pdf

Code for Professional Conduct in relation to Taxation http://www.step.org/sites/default/files/Policy/pdfs/professional-conduct-taxation-may15.pdf

 


Richard Walford
Richard Walford

Partner
Exeter
email | 01392 424242

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Trusts & Settlements, Wills & Estate Administration, Inheritance Tax Planning, Step Members

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Gilbert Stephens Solicitors, Headshots, Comm By Dana Mulligan
Jonathan Cave

Partner
Sidmouth
email | 01395 512443

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Court of Protection, Trusts & Settlements, Wills & Estate Administration, Inheritance Tax Planning, Step Members

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Catherine Rosewell
Catherine Rosewell

Partner
Crediton
email | 01363 775566

INDIVIDUALS, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Personal Injury, Landlord and Tenant, Step Members

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Jamilah Evans
Jamilah Evans

Partner
Exeter
email | 01392 424242

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Court of Protection, Wills & Estate Administration, Inheritance Tax Planning, Step Members

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Nysha Forsey
Nysha Forsey

Partner
Crediton
email | 01363 775566

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Court of Protection, Trusts & Settlements, Wills & Estate Administration, Inheritance Tax Planning, Step Members

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Lesley Austen
Lesley Austen

Senior Associate Solicitor
Crediton
email | 01363 775566

INDIVIDUALS, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Trusts & Settlements, Wills & Estate Administration, Inheritance Tax Planning, Step Members

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Conall Ryan
Conall Ryan

Partner
Okehampton
email | 01837 512100

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Trusts & Settlements, Wills & Estate Administration, Inheritance Tax Planning, Agricultural, Step Members

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Carol Pearn
Carol Pearn

Probate Executive
Crediton
email | 01363 775566

INDIVIDUALS, Wills, Trust, Probate & Tax, Trusts & Settlements, Wills & Estate Administration, Step Members

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Nik Barnes
Nikolas Barnes

Trust Administrator
Exeter
email | 01392 424242

Trusts & Settlements, Step Members

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