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Congratulations to Charlotte Mandy, Solicitor in the Grant Saw Private Client department, who has passed the final stage of her Society of Trust and Estate Practitioners (STEP) exam to receive the prestigious internationally-recognised Diploma in Trusts and Estates professional membership. Charlotte passed the course with distinction.

STEP is a leading professional body for practitioners in the field of trusts and estates worldwide and promote the highest professional standards through education and training. By completing the STEP Diploma, Charlotte has demonstrated a knowledge and understanding of trusts and estates that can be converted into practical competencies for the benefit of our clients.

The STEP Diploma in Trusts and Estates covers four advanced certificates: the administration of estates; the administration of trusts; taxation of trusts and estates; and trusts and estate accounting. The course improves the candidate’s technical knowledge in trust and estate practice, designed to enhance the ability to provide holistic advice. The STEP Diploma course increases the understanding of the administration of trusts and estates and provides practical advice on the law and procedures involved.

Kalpa Prajapati, Partner and Head of Private Client, said “We are delighted to see Charlotte pass with distinction. Charlotte has worked hard to achieve her Diploma and her determination has paid off. At Grant Saw, we are very focused on learning and development and this qualification solidifies the professionalism of our Private Client lawyers. Well done Charlotte”.

Our Private Client department provide expertise in the preparation of Wills, estate planning, Lasting Powers of Attorney, inheritance tax planning, trusts and estate planning. We provide a bespoke legal service with a deep understanding of an individual’s personal needs and conditions and take pride in building long-term relationships with our Clients and the local community. To discuss a Private Client matter, please email us or contact us on 020 8858 6971.