We believe in Taking Care — of people, of families, and of futures. Whether you are preparing a Will, planning for the future, or managing more complex personal or business matters, one of the most important decisions you will make is who you trust to guide you. That is where a TEP solicitor comes in. But what exactly is a TEP, and why does it matter?
What is a TEP?
TEP stands for Trust and Estate Practitioner. It is a designation awarded to full members of STEP — the Society of Trust and Estate Practitioners. STEP is the leading global professional body for professionals who help families plan for their futures. Members advise on issues such as Wills, inheritance, trusts, estate administration, tax, and mental capacity.
To become a TEP, a practitioner must demonstrate a combination of specialist qualifications and significant experience. It is a globally recognised mark of expertise, competence and integrity.
Expertise You Can Rely On
Planning for the future can feel daunting. There are many options, and no two families or business owners are the same. A TEP solicitor has the training to explain complex matters — such as cross-border estates, the use of family investment companies, inheritance tax mitigation, or trust structuring — in plain English. They can help you understand what is relevant to your circumstances and provide practical, bespoke advice.
We are proud to have TEP-qualified solicitors on the team, including Partner and Head of the Wills, Trusts and Probate team, Helen Milburn, and Mike Cattermole, a Senior Associate Solicitor in the same team. Clients tell us that the confidence they feel in knowing their solicitor is a full member of STEP is hugely reassuring — and we completely understand why.
Much More Than Just a Will
Many people come to us initially thinking they “just need a Will.” But as TEPs, we look at the bigger picture. Our clients range from individuals and families to business owners and trustees — all of whom benefit from advice that takes account of their broader personal, financial and legal goals.
For example, a TEP solicitor might help you:
- Structure your estate efficiently for tax
- Plan for the succession of a business
- Create or manage a trust for a child or vulnerable adult
- Navigate issues of mental capacity or deputyship
- Deal with estates involving overseas assets or foreign beneficiaries
- Appoint attorneys to manage your finances or care needs
Regulated, Qualified, and Ethical
As solicitors, we are regulated by the Solicitors Regulation Authority. As TEPs, we also adhere to STEP’s strict code of professional conduct. That means our clients receive advice that is not only technically sound but also ethically grounded and delivered with care. We are required to keep our knowledge current — so you can rest assured that your solicitor is well informed and up to date.
Peace of Mind, Delivered with Care
Working with a TEP solicitor gives you the peace of mind that comes from knowing your affairs are in expert hands. Whether you are writing your first Will, setting up a trust, reviewing your estate plan, or making provision for your business and loved ones, you want to be sure that everything is handled properly — and that nothing is left to chance.
Taking Care is not just our strapline; it’s the standard we hold ourselves to every day. We take the time to listen to what matters most to you and use our expertise to help you plan with confidence.
If you are thinking about your future, your family, or your legacy, speak to our specialist Wills, Trusts and Probate team. With TEP-qualified solicitors ready to help, we are here to guide you every step of the way.
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