Succession relates to what happens to a person’s property when they die. The rules are set out in the Succession Act 1965. The property and the things a person leaves when they die could range for example from a house to a car and is referred to as the ‘estate’ of the deceased.

Michelle Collier from our practice is currently an Affiliate Member of STEP. Complete membership will be achieved on completion of Diploma in Trusts and Estate Planning.

The Society of Trust and Estate Practitioners (STEP):

Members are Trust and Estate Practitioners who are specialists in inheritance and succession planning, drafting wills and trusts, administering estates, acting as trustees and advise families on how best to structure their finances to ensure compliance and preserve their assets for future generations.