STEP Practitioner accreditation for Elizabeth Wilson

Elizabeth Wilson accredited by STEP as a Trust and Estate Practitioner

Elizabeth Wilson

MACLEOD & MACCALLUM LIMITED, Inverness and Portree, are pleased to announce that Elizabeth Wilson, Solicitor in their Private Client team, has been accredited as a Trust and Estate Practitioner by The Society of Trust and Estate Practitioners.

The Society of Trust and Estate Practitioners (STEP) is a global organisation, whose main aim is to help families plan for their future, with its membership including solicitors, trustees, financial planners, and other professionals who assist with future planning.

Elizabeth commented “I am delighted to have qualified as a member of STEP which is an internationally recognised organisation. It has taken a lot of hard work and study to achieve their criteria, but this has helped developed the services which I can offer to my clients locally.”

“In addition, as STEP is global organisation, I am now part of a network of over 21,000 private client professionals throughout the world who can assist or provide recommendations if needed.”

Alison Martin, Chief Executive added “We are really pleased for Elizabeth, and achieving membership of STEP is a well-deserved reward for her efforts, and a recognition of the quality of service she provides to her clients.”

Peter Mason, Managing Directors commented “STEP is internationally recognised as the gold standard for Private Client practitioners, and it is great news to see Elizabeth joining this group. Every member has proven qualifications and experience allowing clients to have confidence in the advice they are given.”

“Elizabeth is an important part of our Private Client team, which provides advice on a wide range of areas including Wills, Powers of Attorney, Guardianships and Executry and Estate Administration.”

If you wish to speak with any of our dedicated Private Client team please call on 01463 239393 or email privateclient@macandmac.co.uk.

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