Carrie goes a STEP further
Having qualified as a Chartered Tax Adviser in 2005, a couple of years ago I decided to train further to gain my Society of Trust and Estate Practitioners (STEP) qualification.
The majority of the work which I do on a day to day basis is advising clients on their tax positions and planning to mitigate this as much as possible.
As STEP provides a recognised professional qualification for those already working within the trusts and estates field, I found that when I was attending the workshops as part of my ongoing training, the majority of students were solicitors.
There are four exams to complete and although the Taxation and Accounts modules covered topics which I was already familiar with, the syllabus for the Administration of Trusts and Estates modules were completely new to me.
Having studied solidly for this for the last two years I passed my final exam in May 2009 and was recently admitted as a member of the Society.
This now enables me to draft Wills for our clients at the same time as reviewing their Inheritance Tax position and also assist clients with probate work, which is an area I am particularly interested in. I am really pleased I took the time to gain this extra qualification, which means I now am able to enhance the advice I can give to clients at David Allen & Co.
Carrie TaylorThe majority of the work which I do on a day to day basis is advising clients on their tax positions and planning to mitigate this as much as possible.
As STEP provides a recognised professional qualification for those already working within the trusts and estates field, I found that when I was attending the workshops as part of my ongoing training, the majority of students were solicitors.
There are four exams to complete and although the Taxation and Accounts modules covered topics which I was already familiar with, the syllabus for the Administration of Trusts and Estates modules were completely new to me.
Having studied solidly for this for the last two years I passed my final exam in May 2009 and was recently admitted as a member of the Society.
This now enables me to draft Wills for our clients at the same time as reviewing their Inheritance Tax position and also assist clients with probate work, which is an area I am particularly interested in. I am really pleased I took the time to gain this extra qualification, which means I now am able to enhance the advice I can give to clients at David Allen & Co.
posted by David Allen @ 7:19 PM
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