Beacon Managing Director awarded STEP Membership

November 15, 2022

On 1 November 2022 Tony Larkins, Managing Director of Beacon Wealth Management Ltd, was awarded a full STEP membership.

The Society of Trust and Estate Practitioners, known as STEP, is an organisation concerned with educating the public on inheritance and succession planning.

A full member is the highest level; those who uphold it are considered to ‘represent the most senior practitioners in the industry’ (STEP). Full member status is recognisable by the ‘TEP’ (Trust and Estate Practitioner) designation. It is extremely difficult to achieve and only a small number of people obtain this.

Tony Larkins commented: “I am very pleased to have been admitted as a full member of STEP. This will tie in well with the work I undertake in Estate planning with clients.”

Tony was awarded this certification due to his expertise and long tenure in the inheritance and succession planning industry.

The purpose of being TEP certified is to ensure (and also reassure) that the best service is provided.