Rachel J. Roche

This morning I received confirmation that I have passed my most recent Society of Trust and Estate Practitioners (STEP) thesis which is just brilliant news! The topic was on making gifts out of income for inheritance tax purposes. I have one more thesis to write (and pass) and then I will become a fully qualified member of STEP. I will tackle that when I have finished my course and work placement at La Sorbonne.

The Society of Trust and Estate Practitioners (STEP) is the leading worldwide professional body for practitioners in the fields of trusts, estates and related issues. Full members of STEP are the most experienced and senior practitioners in the field of trusts and estates. Members advise clients on the broad business of the management of personal finance.