Two members of the private client team at law firm Shakespeare Martineau have taken up senior roles on behalf of the 20,000-strong members of STEP, a professional organisation of specialist practitioners which provides advice for families on inheritance, capital taxes and succession planning.
STEP is an internationally-recognised professional organisation involved in raising awareness of the issues families face when planning for their financial futures.
Suzanne Leggott has been elected as the chair of the East Midlands branch of STEP, which comprises approximately 170 Trusts and Estate Practitioners across the region.
In addition, Mark Dunkley has been appointed as a member of the STEP mental capacity special interest group steering committee which helps to frame the law and practice in this growing work area, which is becoming increasingly important to individuals and their families. His appointment means that he is one of just nine mental health legal practitioner specialists from law firms around the world with a seat on the steering group.
Leggott, associate partner at Shakespeare Martineau, said: “It is a real honour to be elected as the Chair of the local branch of such a well-known worldwide organisation that has supporting family issues at its core. Working closely with regional practitioners and on their behalf will be challenge which I am keen to rise to. I will do my best to promote STEP as a brand regionally and to uphold the values and standards it espouses.
“Campaigning for a fair and transparent system of specialism is of real value to our clients and their families, and STEP members provide the perfect opportunity to seek solutions that have our clients’ long-term goals in mind”.
Dunkley, who is also a partner at the firm, said: “I am proud to be involved with STEP and I look forward to helping to spread understanding of the complex issues many families face when planning their futures. Part of my role will involve helping to raise professional standards and ensuring that members of the public seeking support get the best possible advice as well as contributing to government policy on mental health issues affecting clients and their families and liaising with the appropriate regulatory bodies in this work area”.