Find a TEP | STEP

FIND A TEP

Search for a TEP

You can use this search to find a STEP member in your area. Full STEP members are known as TEPs and are specialists in inheritance and succession planning. Some of the areas they can help with include:

  • helping you draft a will or a trust
  • drawing up a power of attorney
  • advising you on how to protect your family business
  • helping you to provide for vulnerable family members
  • ensuring you are compliant with all legal and tax obligations
  • helping you to support charitable causes, both within your lifetime and beyond
  • advising on legal and tax issues in relation to foreign property ownership, or moving abroad.

To find out more about TEPs read Why use a TEP?

There are other categories of STEP membership, including Technician and Affiliate members. These members are either working towards full STEP membership by gaining the requisite qualifications and/or experience, or have chosen to remain at Affiliate or Technician level.

Top search tips

  • If you already have an advisor in mind, you can search by Name to find out if they are a TEP
  • To find a local TEP, you can search by City/Town (expand the search if you want to search by postcode)
  • Make sure you select a Practice Area so you find TEPs with the right skills and knowledge
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