Simcocks advocates Amy Coole and Kevin O’Louglin are both active members of STEP – the leading worldwide professional body for practitioners in the fields of trusts, estates and related issues. Full members are often the most experienced and senior practitioners in the field and members advise clients on the broad business of the management of personal finance.
Their annual conference took place 19 October 2017 at the Villa Marina with high-profile speakers from both on- and off-island. Simcocks showed our support by sponsoring the morning pastries in the coffee break.
Amy Coole said: “STEP Isle of Man plays a significant role in supporting the fiduciary industry on the Isle of Man. The STEP certificates and diplomas offer a solid combination of technical knowledge and practical experience to practitioners and STEP Isle of Man, through its programme of seminars and presentations seeks to strengthen and develop the knowledge of its members. We were keen to show our support for their annual event.”
The primary purpose of STEP is to improve public understanding of the issues families face in relation to inheritance and succession planning and promote education and high professional standards among their members. Members work with families, helping them with real problem
At Simcocks, we advise local and international families in protecting and managing their wealth, delivering exceptional results through our technical proficiency. The team is led by Phil Games who is highly experienced in the trusts and private client field. He is an acknowledged expert and is recommended, together with other members of the trusts team, in both Chambers UK and The Legal 500 publications. We have a proven track record in working effectively with clients who need to implement estate planning or related issues with considerable experience in the administration of international estates that hold multi-jurisdictional assets. For more information, call 01624 690300 or email email@example.com.