We would like to congratulate our Senior Tax Manager Lucy Orrow for successfully completing her STEP Diploma in Trusts & Estates and qualifying as a Trust and Estates Practitioner (TEP).

Members of STEP include the most experienced and senior practitioners in the field of trusts and estates and we are delighted that Lucy will be able to share this knowledge and experience with our clients.

It’s been a busy couple of years for Lucy as she completed her STEP training alongside her day-job here at Lambert Chapman, with exams covering the administration of trusts and estates, the taxation of trusts and estates and trust and estate accounting.

Partner Lisa Greenwood comments “I am really pleased for Lucy as her hard work in exam preparation has allowed her to gain  a STEP qualification which is a very difficult qualification to achieve. This qualification will allow Lucy to provide our clients with assurance that we have a qualified trust and estate practitioner who can provide valuable advice to our clients and contacts.

This qualification is part of the continued development of our Tax Department and we congratulate Lucy on her achievement.

Lambert Chapman has considerable experience in advising on tax planning and related issues. If you would like to discuss your requirements, please contact our Trust and Estates Practitioner Lucy Orrow on 01376 326266 or email lucy.orrow@lambert-chapman.co.uk

 

Katie Gardner Lambert Chapman

 

> Posted by Katie Gardner

 

 

 

Disclaimer: The views expressed in this article are the personal views of the Author and other professionals may express different views. They may not be the views of Lambert Chapman LLP. The material in the article cannot and should not be considered as exhaustive. Professional advice should be sought in connection with any of the issues contained in the article and the implementation of any actions.

 

Lambert Chapman Chartered Accountants

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