STEP Success at Cartmell Shepherd

Associate Solicitor Kendra Winter is now a full member of the Society of Trust & Estate Practitioners (STEP) after successfully completing the STEP Diploma.

Kendra has gained the STEP Diploma in Trusts and Estates for England and Wales after demonstrating her knowledge of Tax, Administration of Estates, Administration of Trusts and Accounting. STEP members advise families on planning their assets across the generations.

The Diploma is a highly regarded academic qualification in the practice area of trusts and estates and is internationally recognised as the benchmark for specialists in this field.

The Diploma focuses on four key areas: Administration of Estates, Administration of Trusts, Taxation of Trust and Estates and Trust and Estate Accounting.

Kendra said “I am delighted to have completed the STEP Diploma. This qualification gives clients reassurance that they are dealing with a STEP qualified solicitor who has undertaken rigorous and thorough training in trusts and estates law”.

The firm’s solicitor Matthew Rogers also gained a distinction in his recent STEP exam. Matthew is now one step closer to receiving his STEP Diploma.

Cartmell Shepherd are committed to providing the highest quality legal advice to their clients.

Deborah Flynn, head of Cartmell Shepherd’s Private Client Department said “I am delighted that Kendra has been recognised for her knowledge and expertise in Wills, estates and inheritance by gaining her STEP diploma, and that Matthew is well on the way to gaining the STEP diploma too.  Kendra has been with Cartmell Shepherd for 4 years, and Matthew started with us originally as a trainee solicitor.

I am very proud to have such talented solicitors as part of Cartmell Sheherd’s private client team.  Our Private Client Team provides legal advice on Wills, the administration of Estates, Inheritance, Powers of Attorney, Court of Protection and mental capacity issues, care funding issues and Trusts from our offices in Carlisle, Penrith, Brampton and Haltwhistle.

The department continues to expand and we will shortly be opening our new office in Cockermouth.”

Further information on the STEP Diploma can be found by clicking here.

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I realised just how important my visit to you was and how much of a turning point it was for me. I left your office feeling empowered and in control.

Client 26th May 2015