STEP Excellence Awards

We are pleased to announce the highest-scoring students from the 2022 sittings across all STEP exams globally.

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

To view the previous year’s winners, click here.

International

Graduate

Highest-scoring Diploma graduate across all four papers and all jurisdictions

Nitrisha Doorasamy TEP

STEP Diploma in International Trust Management

Standard Bank Offshore

STEP Cape Town

International

Advanced Certificates

Highest-scoring students worldwide

Teo Zhu-En Joel

STEP Advanced Certificate in Trusts Law and Practice

Lee & Lee Advocates and Solicitors

STEP Singapore

Madelaine Cheng TEP

STEP Advanced Certificate in Trusts Law and Practice

HSBC Global Private Banking

STEP Hong Kong

Michael Salgado TEP

STEP Advanced Certificate in Company Law and Practice

Heritage Fiduciary Services Ltd

STEP Mauritius

Emma Syvret

STEP Advanced Certificate in Trust Administration and Accounts

Imperium Trust Company (Jersey) Ltd

STEP Jersey

Roxani-Maria Papanikolaou

STEP Advanced Certificate in Principles of International Taxation, AML and Compliance

UBS Switzerland AG

STEP Zurich

Jennifer Wood TEP

STEP Advanced Certificate in Trustees' Duties: Investment and Management of the Trust Fund

Royal Bank of Canada

STEP Toronto

Adrian Lo TEP

STEP Advanced Certificate in Trust Disputes and STEP Advanced Certificate in Cross‑Border Estates

Gilt Chambers

STEP Hong Kong

Laura Lea TEP

STEP Advanced Certificate in Cross‑Border Estates

Howard Kennedy LLP

STEP Kent

Sean McIntyre

STEP Advanced Certificate in UK Tax for International Clients

Macfarlanes LLP

STEP London Central

Hermione Arciola

STEP Advanced Certificate in Advising the Family Business

KPMG Malta

STEP Malta

Jorge Belden

STEP Advanced Certificate in Family Business Governance

Galera Consulting

STEP Mexico

Paul Beale

STEP Advanced Certificate in Family Business Governance

KPMG Guernsey

STEP Guernsey

Nicola Clough

STEP Advanced Certificate in Family Business Governance

RSM UK

STEP Manchester

‘The most useful thing I learned from the STEP Advanced Certificate in Trustees’ Duties: Investment and Management of the Trust Fund was the comparison of all the offshore jurisdictions and their laws and options for trust structures.’

Jennifer Wood TEP, STEP Advanced Certificate in Trustees' Duties: Investment and Management of the Trust Fund

International

Certificates

Highest-scoring students worldwide

Calvin Quick

STEP Certificate in Anti-Money Laundering

CAF America

STEP New York

Dawn-Fleur Charman

STEP Certificate in International Trust Management

Accuro London

STEP London Central

‘As someone new to the industry, this course gave me the firm foundations to really ground myself and begin to navigate and decipher the particular language and activities of the sector. The course materials were written in an engaging and accessible style; the in-class tuition at the end of the course really brought the subject to life.’

Dawn-Fleur Charman, STEP Certificate in International Trust Management

International

Essay Route

Highest-scoring students worldwide

Jennifer Alexander TEP

Essay title: 'Will Preparation in the Family Context'

National Trust

STEP Bedfordshire, Buckinghamshire and Hertfordshire

Florian Meindl TEP

Essay title: 'Estate Planning in a Civil‑Law Country'

BDO Austria

STEP Austria

Madhvi Muttylall

Essay title: 'Anti-Money Laundering Regulations'

Ocorian Corporate Services

STEP Mauritius

Mona Monadjem TEP

Essay title: 'Anti-Money Laundering Regulations' and 'Asset Protection and Succession Planning'

Mona Monadjem Solicitors

STEP Germany

Enrico Santi TEP

Essay title: 'Anti-Money Laundering Regulations'

Tempora Tax & Legal

STEP Italy

‘I signed up for the Essay Route with the aim of marking a stepping stone in my career. I am happy I did so, as it not only calls for hard work and research, notably in keeping up to-date with the latest global developments and critical thinking, but STEP is also a great opportunity for networking.’

Madhvi Muttylall, Essay Route

 

‘The Essay Route provided me with the unique opportunity to deepen my knowledge of specific topics, verifying their application to concrete cases.’

Enrico Santi TEP, Essay Route

England and Wales

Graduate

Highest-scoring Diploma graduate across all four papers

Zahava Rosenthal TEP

STEP Diploma in Trusts and Estates (England and Wales)

Forsters LLP

STEP City of London

England and Wales

Advanced Certificates

Highest-scoring students

Bethany Williams

STEP Advanced Certificate in the Administration of Estates (England and Wales)

Wansbroughs

STEP Bristol

Lucy Edwards

STEP Advanced Certificate in the Administration of Trusts (England and Wales)

Birketts LLP

STEP Norwich and Norfolk

Katherine Gunn

STEP Advanced Certificate in the Taxation of Trusts and Estates (England and Wales)

STEP London Central

Helen Russell-Smith

STEP Advanced Certificate in the Taxation of Trusts and Estates (England and Wales)

Helen Russell-Smith Ltd

STEP London Central

Zahava Rosenthal TEP

STEP Advanced Certificate in Trust and Estate Accounting (England and Wales)

Forsters LLP

STEP City of London

Michael Charalambous

STEP Advanced Certificate in Will Preparation

IBB Law LLP

STEP Bedfordshire, Buckinghamshire and Hertfordshire

Gerard O'Halloran TEP

STEP Advanced Certificate in Advising Vulnerable Clients

Gerard James Estate Planning

STEP East Midlands

‘The course has highlighted the diverse range of vulnerabilities and has very much strengthened my knowledge and understanding in this area. It has given me both the confidence and the ability to help and advise clients in a more professional and sympathetic manner.’

Gerard O'Halloran TEP, STEP Advanced Certificate in Advising Vulnerable Clients

England and Wales

Certificates

Highest-scoring students

Iain Blatherwick

STEP Certificate in Trusts and Estates (England and Wales)

Browne Jacobson LLP

STEP East Midlands

Helen Baldwin

STEP Certificate for Financial Services (Trusts and Estate Planning)

STEP Manchester

‘As a former corporate partner and managing partner, I am now working alongside our private client team in supporting our clients; and I need to learn new skills to enable my input to be as valuable as possible. The certificates and, in time, (I hope!) the STEP Diploma will be key to enabling me to do this.’

Iain Blatherwick, STEP Certificate in Trusts and Estates (England and Wales)

Northern Ireland

Graduate

Highest-scoring Diploma graduate across all four papers

Charles Gilmore TEP

STEP Diploma in Trusts and Estates (Northern Ireland)

Gilmore Solicitors

STEP Northern Ireland

Northern Ireland

Advanced Certificates

Highest-scoring students

Ann Logan

STEP Advanced Certificate in the Taxation of Trusts and Estates (Northern Ireland)

STEP Northern Ireland

Leeanne McCurry

STEP Advanced Certificate in Trust and Estate Accounting (Northern Ireland)

John Boston & Co

STEP Northern Ireland

Scotland

Graduate

Highest-scoring Diploma graduate across all four papers

Taylor Henry

STEP Diploma in Trusts and Estates (Scotland)

Blackadders LLP

STEP Scotland

Scotland

Advanced Certificates

Highest-scoring students

Kirstin Templeton

STEP Advanced Certificate in Wills and Executries: Law and Practice (Scotland)

Brodies LLP

STEP Scotland

Claire Bruce

STEP Advanced Certificate in Trusts: Law and Practice (Scotland)

Burness Paull LLP

STEP Scotland

Taylor Henry

STEP Advanced Certificate in Trust and Executry Accounting (Scotland)

Blackadders LLP

STEP Scotland

Alison Reid

STEP Advanced Certificate in Taxation of Trusts and Estates (Scotland)

Wright Johnston & Mackenzie LLP

STEP Scotland

Canada

STEP Canada holds a separate annual Student Awards, the winners of which are listed below

Special award:

Gerald W Owen book prize

The Gerald W Owen book prize, sponsored by The Bank of Nova Scotia Trust Company, is awarded to the STEP Canada student who achieves the highest overall average in all four diploma courses

Sara Halickman TEP

BDO Canada LLP

STEP Montreal

Diploma Courses

Alex Alberelli

Diploma Program Course 1: Law of Trusts

KPMG LLP

STEP Toronto

Michael Earle TEP

Diploma Program Course 2: Taxation of Trusts and Estates

Owens MacFadyen Group

STEP Atlantic Provinces

Sayuri Kagami

Diploma Program Course 3: Wills, Trust and Estate Administration

RBC Royal Trust

STEP Toronto

Alexander Di Lello TEP

Diploma Program Course 4: Trust and Estate Planning

RLB LLP

STEP Southwestern Ontario

Essay Route

Marina Sadovsky

MNP LLP

STEP Toronto

Certificate of Estate and Trust Administration (CETA) Program

Alexandra Lyde-Stad

Janine AS Thomas Law Corporation

STEP Vancouver

View last year’s winners here

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