Why you might need to talk to a TEP

This month saw the launch of a new campaign to raise awareness of Trust and Estate Practitioner (TEPs)

The campaign, entitled ‘You can talk to a TEP’, focuses on the questions that arise at momentous or difficult points in people’s lives – birth, marriage, divorce, death or illness of a loved one, moving abroad, retiring, etc.

Having TEP status is a reflection of  specialist qualifications and experience in drafting wills and trusts, administering estates, acting as a trustee and advising families on the best way to structure their finances and preserve assets for future generations.

With just a handful of TEPs in the whole of Calderdale, we are proud that solicitor Heather Nuttall's TEP status also reflects her significant involvement at a specialist level with inheritance and succession planning. Contact Heather at our Halifax office on 01422 339 619.

Find out more about STEP at http://advisingfamilies.org/.

Contact our experts for further advice

The contents of this article are intended for general information purposes only and shall not be deemed to be, or constitute legal advice. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of this article.