What is a STEP qualification and how can it benefit our clients?

When it comes to managing wealth, estate planning, Wills and navigating complex legal and financial structures, expertise matters. That’s why a qualification from the Society of Trust and Estate Practitioners (STEP) is a mark of excellence in the industry. At Barker Gotelee, our STEP qualified private client professionals bring a wealth of knowledge and expertise that directly benefits our clients in multiple ways.

Specialist knowledge and expertise 

A STEP qualification ensures that professionals have undergone rigorous training and assessments in Wills and trusts, estates, tax planning and wealth structuring. This means our clients receive advice from individuals with a deep understanding of the legal, tax and financial considerations that impact their wealth and succession planning.

Up-to-date legal and regulatory insights 

STEP members are required to maintain and develop their knowledge and skills relevant to their role as a condition of their continued membership. This means our clients benefit from advice that is not only expert but also fully compliant and reflective of the latest best practices.

Ethical and professional standards 

Once qualified, STEP members are bound by a strict Code of Conduct, which emphasises integrity, transparency and client-focused service. This ensures that our clients can have full confidence in the advice they receive, knowing it is in their best interests and adheres to the highest ethical standards.

Tailored solutions

Many of our clients have unique and often complex requirements, whether it’s structuring family wealth, tax liabilities, or ensuring a smooth transfer of assets to future generations. Our STEP professionals are trained to develop bespoke solutions that address individual needs, ensuring the best possible outcomes for our clients and their loved ones.

Peace of mind 

Choosing a professional to help you to deal with such important and often sensitive issues can be difficult. Knowing your estate planning is being handled by highly trained professional provides reassurance. A STEP qualification is a hallmark of trust, knowledge and expertise, providing the confidence that your financial future is in safe hands.

At Barker Gotelee, we take pride in our team’s qualifications and their ability to provide outstanding service. For further information and to find out more about how our STEP-qualified team can help you, please contact the Private Client Team on 01473 611211.