We’re pleased to announce that BWMacfarlane accountant Laura Cross is taking on role of Treasurer at the Liverpool branch of STEP, 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. STEP members help families plan their long term financial future, facilitating good stewardship and financial planning across future generations. STEP members also help families comply with the often complex tax rules surrounding trusts, estates and inheritance.
At BWMacfarlane our trusts & estates department offers a full support service, giving both specialist tax advice and expertly dealing with the preparation of accounts for estates and for ongoing trusts.
This new appointment was confirmed by STEP Secretary John Duffy of Rathbones.
Please give us a call if you have any queries.
Lynn Green, Tax & Trust Partner