60-second interview with Anne Morrison

Anne Morrison, 22/3/2017

Anne Morrison TEP is senior tax consultant at Sagars Accountants, Leeds. 

How and why did you get involved with STEP?

I joined STEP when it was founded in 1991 and started to attend Yorkshire branch meetings shortly afterwards. As a private client specialist I welcomed the opportunity to meet people in other firms of both accountants and solicitors who did the same type of work as me.

What benefits has it brought you personally, or in your business?

I’ve got to know a lot of people locally, which is really helpful when considering who to approach for say, legal assistance with one of my clients. As well as networking opportunities, the events put on at branch level provide great training and opportunities to talk to some of the top barristers.

You were recently given a Founder’s Award. What does this mean to you?

I was surprised and honoured, it’s nice to be appreciated!

What is the most important thing STEP does, in your opinion?

STEP raises awareness that giving people advice on their personal tax and estate planning is highly complicated, and is best done by qualified experts.

What would you say to other members who are thinking of getting more involved with STEP?

Don’t be worried that you might not have anything to offer – you don’t need to be a leader in a particular field, and whilst there are specialist groups within STEP, at a local level your committee will welcome your enthusiasm and ideas.

What do you feel are the main challenges facing your branch at the moment?

For the Yorkshire Branch one of our main challenges is reaching STEP members who aren’t Leeds-based, as that tends to be where we have most of our meetings.

How are you planning to deal with them?

We have a great programme of top speakers lined up and many of our events are three hours long, which makes travelling into Leeds more worthwhile. We always hold one of our lectures at a venue outside Leeds, most recently at the Yorkshire Sculpture Park, between Barnsley and Wakefield.

Which social media channels do you use and why?

At a branch level we are investigating Twitter as a way of increasing our communication with members and other professionals. We see this as complementing, rather than replacing, the face to face networking that the Yorkshire branch offers and considers so valuable.


Anne Morrison TEP is senior tax consultant at Sagars and member of the STEP Yorkshire branch committee, where she is bookings secretary.