Congratulations go to co-owner of JMP Solicitors and Head of Private Client department – Yvonne Carratt – who has been honoured with becoming an Associate Member of STEP – The Society of Trusts and Estate Practitioners.
STEP is an organisation that aims to improve public understanding of the issues families face in relation to inheritance and succession planning and promote education and high professional standards among members.
Yvonne also holds the STEP Advanced Certificate in Advising Vulnerable Clients.
Some examples of what what she advises on are: providing for a husband following his wife’s death, while protecting the interests of their children; ensuring elderly or vulnerable relatives are cared for and supported; helping families with interests spread across the world to be compliant with the laws and tax rules of different countries; ensuring that a family business will pass safely from one generation to another; and helping clients to support charitable causes in an effective way.
For a free consultation contact us on 01476 565 295.