The STEP Excellence Awards

The STEP Excellence Awards celebrate exceptional achievement, recognising the highest achievers across all STEP qualifications globally.

The Awards align with STEP’s core focus on promoting high standards and professional excellence.

The Awards recognise the top-scoring student at distinction level (70 per cent or above) per STEP exam or assignment, Essay Route, and the highest-scoring graduates across each of the STEP Diplomas.

The individuals listed here represent the best and the brightest practitioners – many of whom will be names to watch out for in the years ahead.

See the winners here.




STEP’s qualifications are widely recognised as the benchmark for the private client and wealth planning industry and are taken by accountants, lawyers, trustees, bankers and others to demonstrate their specialist knowledge and expertise.

Read more about STEP here.


‘Completing the STEP Diploma and attaining TEP status has been invaluable for my professional development. It’s a path I would recommend to anyone who wants to specialise in the international trust and corporate management sector.’

Matthew Smith TEP, highest-scoring graduate, STEP Diploma in International Trust Management – DL+

Featured winners

Tallie Renouf

STEP Diploma in International Trust Management

Apex Financial Services (Jersey) Ltd

STEP Jersey

Matthew Smith TEP

STEP Diploma in International Trust
Management – DL+

Southpac Group Ltd

STEP New Zealand

Lorraine Wilson TEP

STEP Diploma in Trusts and Estates (England and Wales)

Weightmans LLP

STEP Manchester

Keith Farrell TEP

STEP Diploma in Trusts and Estates (Northern Ireland)

Campbell and Caher

STEP Northern Ireland

Robyn Lee TEP

STEP Diploma in Trusts and Estates (Scotland)

Blackadders LLP

STEP Scotland

View the full list of winners here



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