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