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Ten big ‘Steps’ towards private client expertise for law giant

A tenth  lawyer at leading regional firm Wilkin Chapman solicitors has completed specialist probate, succession and tax planning training.

Ten big ‘Steps’ towards private client expertise for law giant

With more than 34 specialists in the private client department, the firm now has a high proportion of team members who are ‘Step’ qualified.

Solicitors within the team all embark on the extra training qualification when appointed, enabling them to offer the best possible guidance for people looking to put financial plans in place.

Step, the professional association for specialists in family inheritance and succession planning, runs an advanced training course and qualification for the legal profession.

Enabling solicitors to undergo the training while working, it takes them through a series of modules which – when completed – gives them in-depth knowledge of issues including wills and lasting powers of attorney, probate and tax planning.

Partner and head of wills, estates, tax and trusts, Lisa-Jane Howes, emphasised its importance, with staff qualified in Grimsby, Lincoln, Beverley and Louth.

She said: “Future planning is one of the most important things a person can do and, to secure the best possible outcome for both themselves and their families, it is vitally important that the most relevant and knowledgeable advice is sought.

“The completion of this training enables our team to do just that – both myself and my colleagues have the quality knowledge and confidence to ensure our clients are reliably informed of even the most complex of matters,” added Lisa-Jane.

Qualified solicitor Rebecca Phillips, 29, has been with the firm for three years and is currently undertaking the Step training. She is already recognising its value.

“Of course, you cover these areas during your training, but not to this extent with this depth of knowledge. This learning has given me much more confidence, especially on the technical side of things and I am already seeing the benefit,” said Rebecca.

Wilkin Chapman solicitors offers the whole range of private client work at its seven offices across Lincolnshire, South and East Yorkshire.

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