60 Second Interviews

  • Arron Walthall

    Why did you decide to join STEP?

    I joined STEP to improve my knowledge of trusts and estates and to meet other like-minded professionals.

    What do you consider to be the biggest benefit of STEP membership?

    The excellent educational programme.

    What advice would you give a new member in order for them to make the most of their membership?

    I would advise them to try to take as many opportunities as you can.

    How long did it take you to study for the qualification, and how much of your time was dedicated to studying per week?

    Read full interview
  • Fiona Ward

    Why did you decide to join STEP?  
    It is the organisation to be part of in this field.

    What do you consider to be the biggest benefit of STEP membership?
    I value the STEP training events the most.

    What advice would you give a new member in order for them to make the most of their membership?
    My advice would be to go to all the training sessions and do the exams.

    Read full interview
  • Karen Witter

    Why did you decide to join STEP?   

    I wanted to further my knowledge in respect of trusts and estates and I was also keen to take on the challenge of the Diploma course and also the exams – especially after such a long break from studying!

    Read full interview
  • Moira McInnes

    Why did you decide to join STEP?

    I had heard a lot of positive things about STEP from colleagues who were already members. Having read through the programme details, I also thought that the Diploma would give me an opportunity to build on my knowledge of private client matters.

    What do you consider to be the biggest benefit of STEP membership?

    I think the biggest benefit for me is the opportunity to attend seminars that are specifically tailored to the needs of those working in the private client field.

    Read full interview
  • Karen Fyvie

    60-second interview with Karen Fyvie TEP, STEP Excellence Award winner of Wills and Executries: Law and Practice Student of the Year (May paper), Scotland, and Senior Solicitor, Stronachs LLP, Aberdeen, Scotland.

    Read full interview
  • Chris Erwood

    When and why did you become a STEP member?

    I joined STEP as a student member in 1998 and passed the full Diploma to full membership in November 2000. The main reason stemmed from my increasing involvement with trusts, demanding a need to understand the legal principles involved as a compliment to the taxation principles.

    What does being a STEP member mean to you/your organisation?

    It is a badge of excellence that demonstrates to others the high level of technical knowledge in the area of trust and estate matters.

    Read full interview
  • Martyn Gowar

    When and why did you become a STEP member?

    I cannot recall but I know I am member number 41. I think I was asked by Ralph Ray to join.

    What does being a STEP member mean to you/your organisation?

    Without doubt, STEP has come to fill a need in the market for private client wealth advisory for both rich and not so rich.

    What is your role on the STEP Journal Editorial Board?

    I have been writing a monthly opinion column for about five years and I also review other writers’ contributions.

    Read full interview
  • Tom Dumont

    When and why did you become a STEP member?

    Not long after it started. I imagine I thought there might be some business to be had.

    What does being a STEP member mean to you?

    That I take what I do seriously, and have pride in my work. It shows, I hope, that I aim for excellence.

    What is your role in The STEP Journal Editorial Board?

    I’m the Chair, which is the easiest role given the remarkable professionalism of the editorial team, and quality of the individual members of the Board.

    Read full interview
  • Edward Reed

    When and why did you become a STEP member?

    I joined in 2009, to have better access to and network with qualified practitioners at the top of all the trusts and estates professions.

    What first interested you in your Specialist Interest Group (SIG)?

    Read full interview
  • Simon Rylatt

    When and why did you become a STEP member?

    I joined STEP years ago now, because it has deservedly become the industry standard in terms of showing that you practice in the private client, trusts and wealth management areas. It is also a great resource in terms of legal knowledge and in finding like-minded practitioners in other jurisdictions.

    What does being a STEP member mean to you/your organisation?

    Read full interview
  • Stephen Arthur

    When and why did you become a STEP member?

    In 1998 I became Managing Director of a private bank trust company in Switzerland. The TEP qualification is a particularly important industry benchmark in Switzerland and I felt it would lend additional credibility to my other qualifications.

    What does being a STEP member mean to you/your organisation?

    It has added credibility with clients, other professionals. I am a STEP tutor for the International Diploma.

    What is your role on The STEP Journal Editorial Board?

    Read full interview
  • Aileen Barry

    When and why did you become a STEP member?

    During my basic training as inspector of taxes, trust matters were just part of a much wider review of tax legislation. Many of my clients, whom I was then defending in the course of HMRC investigations, needed advice on inheritance tax and trust issues. I was working more and more with colleagues who were members of STEP and was so impressed by the professionalism of the association and its members, I thought I'd like to be part of that too.

    What does being a STEP member mean to you/your organisation?

    Read full interview
  • Clive Cutbill

    When and why did you become a STEP member?

    I joined STEP in March 1993, when STEP was relatively young. My colleagues at the Trust Department of Herbert Smith and I saw that STEP offered the potential for members to learn from each other.

    What first interested you in your Special Interest Group (SIG)?

    Read full interview
  • Rod Genders

    When and why did you become a STEP member?

    I am a founding committee member of STEP in South Australia, which began in February 2010.

    What first interested you in your Specialist Interest Group (SIG)?

    With western populations ageing rapidly, I recognised the need to coordinate the cross-border efforts of advisors around the world struggling to cope with the increasing complexities of problems confronting clients with diminished capacity and their families.

    What is your role in your SIG?

    Read full interview
  • Fiona Wilson

    When and why did you become a STEP member?

    I first joined in 1996. Becoming a member of an international organisation devoted to trusts and estates presents the opportunity to listen to top speakers in the profession, coupled with the networking benefits afforded to members, which continue to exceed expectations.

    What first interested you in your Special Interest Group (SIG)?

    Read full interview
  • Paul Knox

    When and why did you become a STEP member?

    I was one of the early members and joined in 1991. The idea of having a multi-disciplinary organisation focusing on trust and estate planning really appealed to me and STEP has not disappointed.

    What does being a STEP member mean to you and your organisation?

    Read full interview
  • Richard Frimston

    When and why did you become a STEP member?

    I joined in December 1994.  At that point, the imperative of the grandfathering route was overwhelming, but I am proud to have a membership number of two thousand and something.

    What does being a STEP member mean to you/your organisation?

    Read full interview
  • Rosemary Marr

    When and why did you become a STEP member?

    In 1992, I was invited by Peter Pexton to become Founder Member of the Jersey branch.

    What does being a STEP member mean to you/your organisation?

    Access to a formal and focused education programme and relevant continuing professional development. It is important for our clients and our business that all of us are informed and up-to-date with the latest developments.

    What's been the best STEP event you've attended and why?

    Read full interview
  • Cheryl Farnham

    When and why did you become a STEP member?

    I joined STEP in 2004 to gain an understanding of trust law and tax. At the time, I was working in a trust department of a private bank, coming from an accounting background.

    What does being a STEP member mean to you/your organisation?

    Read full interview
  • Celia Pourgoura

    When did you become a STEP member?

    I joined in January 2011.

    Why did you join?

    STEP is a professional organisation representing the trust profession in many parts of the world.

    What does being a STEP member mean to you/your organisation?

    Being a STEP member allows my organisation to be part of a local, national and international learning and business network, to remain in touch with the industry and to maintain the importance of the value of good stewardship and planning.

    Read full interview
  • Wendy Walton

    When and why did you become a STEP member?
    I joined in 1996. I had just started working for Richard Citron and really wanted to increase my technical knowledge of offshore trusts. I thought that the thesis route would be a great way of doing this.

    Read full interview
  • Nigel Race

    What is your background, when did you start working at STEP?
    I’ve been working in training, development and education for the last 20 years and in professional bodies for the last 13 years, joining STEP in 2008.

    Read full interview
  • Klemens Zeller

    What does your firm do?
    J.P. Morgan is a global leader in asset and wealth management services, offering expertise across wealth management disciplines to help clients advance towards their goals. We bring more than 160 years of experience and help individuals and their families grow, manage and sustain their wealth.

    Read full interview
  • Georghios Colocassides

    60-second interview with Georghios Colocassides, Partner, Colocassides, Hadjipieris & Co LLC, Cyprus - 2013

    Read full interview
  • Giovanni M Rossi

    What does your firm do?
    Bonnard Lawson is an international law firm created in Switzerland more than 15 years ago providing a tailor-made service of either a team for large and complex matters or a single specialist. In addition to a broad commercial practice, the firm offers boutique services in fields such as international and domestic arbitration and mediation, private client services, construction law, art law, mergers and acquisitions, banking law, sports law and shipping.

    Read full interview