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Written on 30th January 2024 by Lindsay Da Rè

Boyes Turner would like to congratulate Sue Clark, Senior Associate Solicitor in our Court of Protection Team, in successfully completing the Society of Trust and Estate Practitioners (“STEP”) Advanced Certificate in Advising Vulnerable Clients.

STEP is a global professional body, whose mission is “to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice.”

Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

The Advanced Certificate in Advising Vulnerable Clients includes modules on professional conduct, capacity legislation, working for vulnerable clients, understanding different faiths, adults with mental capacity (including powers of attorney, advance decisions, gifts and deathbed planning), adults without mental capacity (including making financial, health and welfare decisions), as well as the practical framework surrounding these issues.

Successfully completing the Certificate demonstrates Sue’s expertise in this area and her dedication to advising and supporting vulnerable clients, particularly those who lack mental capacity, and their families.

Well done, Sue!

Our Court of Protection team at Boyes Turner has the specialist knowledge to support and advise clients in the most inclusive and person-centred way possible. For further information, please contact the Court of Protection team on 0800 124 4845 or email us.