Nicola Sunderland – Trust & Estate Practitioner
What we do
As specialists in inheritance and succession planning, we draft wills, trusts and lasting powers of attorney. We advise families on how best to structure their affairs to minimise tax and preserve their assets for future generations. We advise and assist executors and trustees.
Choosing a professional to help you to deal with such important and often sensitive issues can be difficult. Many aspects of planning are non-regulated, meaning anyone can write a will, for example, regardless of training or expertise. With a TEP, you’re in safe hands.
Why use a TEP?
TEP stands for Trust and Estate Practitioner, and is the designation given to full members of STEP – the worldwide professional association for those advising families across generations.
To become a TEP, practitioners must have a combination of specialist qualifications and experience, including significant involvement with planning, creation, management of and accounting for trusts and estates, executorship administration and related taxes. As specialists in inheritance and succession planning, TEPs draft wills and trusts, administer estates, act as trustees and advise families on how best to structure their finances to ensure compliance and preserve their assets for future generations.
Expertise: TEPs are recognised experts in their field, with proven qualifications and experience. By joining STEP and maintaining their membership they have also shown significant commitment to their continued professional development in this specialist area.
Integrity: TEPs are subject to an extensive Code of Professional Conduct, requiring them at all times to act with integrity and in a manner that inspires the confidence, respect and trust of their clients and of the wider community. These professional standards provide you with a clear understanding of what to expect from a TEP, and importantly if you feel one of our members is not acting in accordance with these standards, you have recourse to our Complaints and Disciplinary Process.
Knowledge: TEPs are required to maintain and develop the knowledge and skills relevant to their role as a condition of their continued membership. This means TEPs will always be up to date with the latest legal, technical and regulatory developments that may affect you and your situation.
Connections: TEPs have access to a global network of 20,000 professionals, enabling them to share knowledge and expertise across professional and geographic boundaries and to offer a joined-up service that can really add value to you as a client.
Who is our service for?
It's for you if
- you want honest and relevant information that you can understand
- you want to make your own decisions about what is best for you and your family
- you want to put the right documents in place to help your family, should the worst happen
- you want to know that your affairs are managed by the people you choose after you die, or if you lose capacity
- you live in Essex or Suffolk
What will it cost?
We quote fixed fees wherever possible so you know exactly what the cost will be.
All fees are provided up-front, in writing. You can then decide how to proceed.
How does it work?
With your permission, your accountant or IFA will put us in touch with each other.
If you are approaching us directly, please contact us below.
What to do next
If you would like to know more or to arrange a meeting, please speak to your accountant or financial adviser.
Alternatively, contact us below.
Either way, we look forward to hearing from you.