Search for a STEP member

You can use this search to find a TEP in your area. TEPs 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 an Enduring 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?

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 
  • Make sure you select a Practice Area so you find TEPs with the right skills and knowledge