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The qualification that gives our lawyers an unrivalled edge in their field

Society of Trusts & Estate Practitioners

At Greenwoods, we are passionate about providing a top tier service to our clients and we believe that this starts with and is underpinned by our lawyers being highly qualified in their specialism. Most of our senior Wealth Preservation lawyers are full members of STEP. This means they have undertaken further qualifications in the specialist areas of estate administration, trust administration, taxation of trusts and estates and trust and estate accounting. It is a benchmark in their field that many lawyers strive for.

Full STEP members are known as TEPs (Trust and Estate Practitioners). They are internationally recognised as experts in their field, with specialist, proven qualifications and experience.

TEPs must adhere to the Code of Professional Conduct, requiring them at all times to act with integrity and in a manner that inspires the confidence, respect and trust of their clients. In England and Wales, TEPs who draft Wills are also bound by STEP’s Will Code.


“It has been a real challenge to juggle working full time whilst completing my STEP diploma. It has always been something that I wanted to achieve, and I am thrilled that all of the hard work has paid off. I will be able to look back at this challenging time and know that I made the most of long periods at home by completing this qualification”.

(Ellen Eley TEP (2021))

“We are all incredibly proud of Ellen and Rebecca’s [recent exam] success. Both are highly skilled and experienced and deliver a fantastic service to our clients; they have been focused and committed to achieving TEP status, their success is well-deserved.” Robert Dillarstone, Managing Partner (2021)

(Robert Dillarstone, Managing Partner (2021))

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