Life
- Estate administration
- Advice for new parents
- Inheritance Disputes
- Elderly client services
- Getting married again
- Helping someone with dementia
- Inheritance tax
- Lasting powers of attorney
- Making your Will
- STEP
- Trusts
- Deeds of Variation of a Will or Intestacy
- Cross-border inheritance issues
Useful info
STEP
We are proud that Julie Jewers, Gareth Marland, Helen Dawson and Julie Hutchinson’s expertise and professionalism have been recognised by the Society of Estate and Trust Practitioners – STEP.
STEP is the worldwide professional body for those advising families on long-term wealth planning. They:
- promote high professional standards
- educate professionals
- connect advisors and families globally
- inform public policy
….and act in the public interest. You can find out more about STEP here: www.step.org
Berwins’ Life Team prepares all its clients’ Wills in adherence to the STEP code, a copy of which you will find here.
If you would like a copy of the STEP code in a different format please call 01423 543102 or e-mail Life@berwin.co.uk.
