SPQR Limited

 

PROFESSIONAL STANDARDS FOR WILLS and TRUSTS

STEP Qualified: Trust and Estates Practitioner 

What STEP members do

STEP members spend their professional lives working with families and tackling real problems. Common issues for members to advise on are: 

  • Providing for a husband or wife after the death of a spouse while protecting the interests of any children;
  • Ensuring that a family business will pass safely from one generation to another; care and support for elderly or vulnerable relatives;
  • Ensuring that families with interests and family members spread across differing countries are compliant with the laws and tax rules of different jurisdictions; and helping donors support philanthropic causes in an effective way.
  • STEP members are also required to keep the process of preparing your will open and transparent


​Sarah Pearson is a qualified Trust and Estate Practitioner (TEP) and a member of STEP (HK branch).  

THE STEP CODE FOR WILL PREPARATION

 

Preparing a will can be stressful, as you make what may be hard decisions.


Having a competent will preparer assisting you can remove much of this worry as they will explain the process of preparing a will clearly, give you the high-quality advice and consistently working in your best interests.

To find out more about STEP: 
http://www.step.org


or read the code for will preparation - click link below:


Public_Guide_to_Will_Code.pdf


Although this code applies specifically to England and Wales, it provides best practice guidance for all Trust and Estate practitioners, wherever they may be located.