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Woolley, Beardsleys & Bosworth Solicitors achieves STEP Employer Partner Award

Woolley, Beardsleys & Bosworth Solicitors achieves STEP Employer Partner Award

The team at Woolley, Beardsleys & Bosworth are delighted to announce that we have been awarded the accreditation of STEP Employer Partner.

STEP, the Society of Trust and Estate Practitioners, is a global professional body that sets standards, trains and educates its members, and upholds those standards in the important area of helping people to plan their futures.

As specialists in inheritance and succession planning, STEP members draft wills and trusts, administer estates, act as trustees and advise families on how best to structure their finances to ensure compliance and preserve their assets for future generations. Some examples of what STEP members may advise on are:

  • providing for someone following their partner’s death, while protecting the interests of their children
  • ensuring elderly or vulnerable relatives are cared for and supported
  • helping families with interests spread across the world to be compliant with the laws and tax rules of different countries
  • ensuring that a family business will pass safely from one generation to another
  • helping clients to support charitable causes in an effective way.

Choosing a professional to help you to deal with such important and often sensitive issues can be difficult. Many aspects of planning are non-regulated, meaning anyone can write a will, for example, regardless of training or expertise. With a TEP, you’re in safe hands.

'TEP' stands for 'Trust and Estate Practitioner', and is the designation given to full members of STEP. To become a TEP, practitioners must have a combination of specialist qualifications and experience, including significant involvement at a specialist level with inheritance and succession planning.

The Employer Partner accreditation recognises the commitment of Woolley Beardsleys & Bosworth to helping employees gain individual STEP accreditation, which has already been achieved by two members of our private client department.

Jen Couchman TEP, Managing Partner at WBB, is delighted to have gained this badge of expertise. She said,

“I am really pleased to achieve this as it serves to demonstrate not only our commitment to delivering great advice to our clients, but also the quality of our training and practice standards in developing and maintaining knowledge and professionalism across our whole team.

"Currently very few solicitor firms are accredited other than the large private client firms, so as a smaller practice it puts us in very good company. This accreditation will be a great way of reassuring clients about the standard of service they’ll be getting from our team here at WBB. We believe it sets us apart and is a real stamp of approval we can be proud of, as well as giving us access to a lot of knowledge sharing and resources as well.”

Woolley, Beardsleys & Bosworth LLP is part of Chesterton House, uniquely offering joined up legal, accounting and financial planning advice. If you would like to find out more about how our STEP qualified team can help you, you can call us on 01509 212266 or visit

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