Robert Lloyd - a Sir Gar Blog of random news . . . and some Clecs!

The team at Red Kite Law is all geared up for the launch of a new code of conduct for preparing wills. The new code for members of the Society of Trust and Estate Practitioners (STEP) comes into force this month. It lays out a set of ethical principles that demonstrates openly the standard of transparency and service a client can expect from a STEP member preparing their will. “Preparing a will is one of those big ‘lifetime’ moments for our clients and it is essential that people get the correct advice and support through the process,” said Tim Haggar, a partner at Red Kite Law who is a full member of STEP. “Expert advice goes a long way in preparing a will and we are equipped with all the skills here at Red Kite Law to guide clients through the process in a manner which follows the most robust of ethical standards.” Mr Haggar (pictured above) is supported in his work with the Wills and Probate team at Red Kite Law by Mathew Bowen, who is currently a STEP ‘student’ member. The new...

QualitySolicitors Redkite partner Tim Haggar has a new qualification which is regarded as a major ‘STEP’ forward in his industry. Mr Haggar is one of only a handful of solicitors in Wales to gain the STEP Qualified Practitioner diploma from the Society of Trust and Estate Practitioners. The society’s qualification is widely regarded as major benchmark for those working in wealth management, tax, trusts and estates planning. “I am delighted to receive the qualification,” Mr Haggar said. “There’s a lot of hard work gone into it and it represents something of a personal milestone for me - and a feather in the cap for the firm of QualitySolicitors Redkite! “There aren’t many people in Wales who hold the qualification, so I think it puts QualitySolicitors Redkite right up there in the vanguard as a leading light in the field of trusts and estates and specialist tax issues.” Mr Haggar had to complete three dissertations to gain the qualification. His topics were – Lifetime Tax planning...