STEP Excellence Awards

We are pleased to announce the highest-scoring students from the 2019 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.

International

Graduates

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

Leyla Jackson TEP

STEP Diploma in International Trust Management

Scotiabank & Trust (Cayman) Limited

STEP Cayman Islands

Sophie Denman TEP

STEP Diploma in International Trust Management – DL+

Mourant

STEP Guernsey

International

Advanced Certificates

Highest-scoring students worldwide

Amy Pettitt TEP

STEP Advanced Certificate in Trust Disputes

Fraser Dawbarns

STEP Cambridge

Michael Rogers

STEP Advanced Certificate in Trust Disputes

Ogier

STEP Guernsey

Jessica Schaedler TEP

STEP Advanced Certificate in Trust Disputes

Kendris Ltd

STEP Zurich

Géraldine Auberson

STEP Advanced Certificate in Trust Administration & Accounts

Lenz & Staehelin

STEP Lausanne

Lee Hart TEP

STEP Advanced Certificate in Trust Administration & Accounts – DL+ and STEP Advanced Certificate in Trust Creation: Law & Practice – DL+

Genesis Trust & Corporate Services Ltd

STEP Cayman Islands

Luca Del Panta

STEP Advanced Certificate in Cross-Border Estates

Stewarts Law LLP

STEP London Central

Celia Speller TEP

STEP Advanced Certificate in Cross-Border Estates

Farrer & Co LLP

STEP City of London

Caroline Russell TEP

STEP Advanced Certificate in Cross-Border Estates

Farrer & Co LLP

STEP London Central

Phil Brown TEP

STEP Advanced Certificate in Trustee Investment & Financial Appraisal

Rawlinson & Hunter

STEP Jersey

Laura Ruse TEP

STEP Advanced Certificate in Trustee Investment & Financial Appraisal – DL+

Hamilton Trust Company Ltd

STEP Bermuda

Nateisha Anderson-Bain

STEP Advanced Certificate in Trust Creation: Law & Practice

Lennox Paton

STEP Bahamas

Kirandeep Guraya

STEP Advanced Certificate in Company Law & Practice

HSBC Trustee Limited

STEP Jersey

Jamie Wisbey TEP

STEP Advanced Certificate in Company Law & Practice – DL+

Mourant

STEP Scotland

Jessica Rose

STEP Advanced Certificate in UK Tax for International Clients

Bryan Cave Leighton Paisner LLP

STEP London Central

Martin Rankin

STEP Advanced Certificate in UK Tax for International Clients

Smith & Williamson LLP

STEP London Central

‘As well as functional expertise, the course provides legal insight giving a better understanding of the trust landscape and the trust lawyers we interact with on a daily basis.’

Lee Hart TEP – STEP Advanced Certificate in Trust Creation: Law & Practice (DL+) and STEP Advanced Certificate in Trust Administration and Accounts (DL+)

International

Certificates

Highest-scoring students worldwide

Patricia Gayoso

STEP Certificate in Anti-Money Laundering

STEP Bahamas

Sophie Dibb

STEP Certificate in International Trust Management

STEP Cayman Islands

Clare Lazenby

STEP Certificate in International Trust Management – DL+

STEP Toronto

Shaun Zheng

STEP Certificate in Foundations

Nexia TS Tax Services PTE Ltd

STEP Singapore

Ruth Beaven

STEP Certificate in Foundations

STEP Singapore

‘The STEP Certificate in Anti-Money Laundering gives you a well-rounded and detailed view of the different aspects and of what is involved in combating money laundering and terrorism financing, allowing for a good understanding of the role we all play. I highly recommend it.’

Patricia Gayoso – STEP Certificate in Anti-Money Laundering

International

Essay Route

Highest-scoring students worldwide

Brendan Harper TEP

Friends Provident International

STEP Isle of Man

Arun Kutowaroo

Arun Kutowaroo Barrister

STEP Mauritius

Tatsiana Hulevich

CFM Indosuez

STEP Monaco

Allison Tompkins

Colemans Solicitors

STEP Sussex

Abel Lyall

Mourant

STEP Guernsey

Maria Muzarowska

Dixcart Management Malta Limited

STEP Malta

‘As a passionate academic, the Essay Route was the obvious choice for me and provided the opportunity to discover and enhance my knowledge on tax-related issues while providing flexibility in managing my time in responding to the question.’

Maria Muzarowska – Essay Route

England and Wales

Graduate

Highest-scoring Diploma graduate across all four papers

Bronwyn Prior TEP

STEP Diploma in Trusts & Estates (England & Wales)

BDO UK LLP

London Central

‘The course both broadened and deepened my knowledge.  It strengthened my understanding of the law and purpose behind the practical application and therefore increased my confidence in applying my knowledge, which makes me a better advisor.’

Bronwyn Prior TEP – STEP Diploma in Trusts & Estates (England & Wales)

England and Wales

Advanced Certificates

Highest-scoring students

Laura Schofield

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

Ware & Kay Solicitors Ltd

STEP Yorkshire

Lauren Fraser

STEP Advanced Certificate in Administration of Estates (England & Wales)

Sintons LLP

STEP North East and Cumbria

Vanina Allegra Wittenburg

STEP Advanced Certificate in Administration of Trusts (England & Wales)

Hunters Law LLP

STEP London Central

Claire Nelson

STEP Advanced Certificate in Administration of Trusts (England & Wales)

Cozens-Hardy LLP

STEP Norwich and Norfolk

Shu Fen Lim TEP

STEP Advanced Certificate in Administration of Trusts (England & Wales)

K&L Gates Straits Law Practice LLC

STEP Singapore

Molly Hunter

STEP Advanced Certificate in Advising Vulnerable Clients (England & Wales)

Mishcon de Reya LLP

STEP London Central

Louise Axford

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

George Green LLP

STEP Birmingham

Helen MacLeod

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

Burges Salmon Limited

STEP London Central

Kate Walsgrove TEP

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

Ince Metcalfes

STEP London Central

Emma Bhuttae TEP

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

Shoosmiths LLP

STEP Beds, Bucks & Herts

Rebecca Adams

STEP Advanced Certificate in Will Preparation (England & Wales)

Cartmell Shepherd

STEP North East and Cumbria

‘I believe that the knowledge and understanding gained by undertaking the STEP Diploma affords the ability to offer clear, holistic advice to clients. This is underpinned by recognition throughout the profession and intermediaries that being a TEP is a mark of excellence in the sector.’

Lauren Fraser – STEP Advanced Certificate in Administration of Estates (England & Wales)

England and Wales

Certificates

Highest-scoring students

Alice Edwards

STEP Certificate in Trusts and Estates (England & Wales)

Winckworth Sherwood LLP

STEP City of London

Abigail Bird

STEP Certificate in Trusts and Estates (England & Wales)

Laurus Law

STEP London Central

Nadine Blacklock

STEP Certificate in Trusts and Estates (England & Wales)

N Blacklock

STEP London Central

Simon Gibbons

STEP Certificate for Financial Services (Trusts and Estate Planning)

STEP East Midlands

Richard Meats

STEP Certificate for Financial Services (Trusts and Estate Planning)

Tudor Franklin Ltd

East Midlands

The reason I took this qualification was to be able to give my professional referrers more confidence that they can introduce their clients to me, and that I really do know more than the average advisor. The fact I am being given this award will be great to use to promote my services when speaking with solicitors and legal professionals.’

Richard Meats – STEP Certificate for Financial Services (Trusts and Estate Planning)

Scotland

Graduate

Highest-scoring Diploma graduate across all four papers

Laura Murray

STEP Diploma in Trusts and Estates (Scotland)

Anderson Strathern LLP

STEP Scotland

Sarah Stewart TEP

STEP Diploma in Trusts and Estates (Scotland)

Harper Macleod LLP

STEP Scotland

Scotland

Advanced Certificates

Highest-scoring students

Lorna Brown

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

Shepherd and Wedderburn LLP

STEP Scotland

Nick Dobbs

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

Anderson Strathern LLP

STEP Scotland

Laura Moore

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

Sneddons SSC

STEP Scotland

Rachael Delaney

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

Blackadders LLP

STEP Scotland

Robyn Lee

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

Blackadders LLP

STEP Scotland

Sarah Stewart TEP

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

Harper Macleod LLP

STEP Scotland

Laura Murray

STEP Advanced Certificate in Trust and Executry Accounting (Scotland)

Anderson Strathern LLP

STEP Scotland

Christopher Gardiner TEP

STEP Advanced Certificate in Trust and Executry Accounting (Scotland)

Thorntons Law LLP

STEP Scotland

Kirsten McManus

STEP Advanced Certificate in Trust and Executry Accounting (Scotland)

Morton Fraser LLP

STEP Scotland

‘In addition to increasing my confidence in my role, the STEP qualification has allowed me to develop and maintain strong relationships with other professionals. Becoming a TEP is important to me to deepen my knowledge and understanding of the subject matter, and to ensure that I can provide the best service possible to clients.’

Rachael Delaney – STEP Advanced Certificate in Trusts: Law and Practice (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

Danielle Carter TEP

Baker Tilly KDN

STEP Toronto

Diploma Courses

Daniel Stober

Diploma Program Course 1: Law of Trusts

Torkin Manes LLP

STEP Toronto

Jessica Litt

Diploma Program Course 2: Taxation of Trusts and Estates

TD Wealth

STEP Okanagan

Kathryn Balter

Diploma Program Course 3: Wills, Trust and Estate Administration

Fogler Rubinoff LLP

STEP Toronto

David Lin TEP

Diploma Program Course 4: Trust and Estate Planning

David Lin, Sole Proprietorship

STEP Southwestern Ontario

Essay Route

Audrée Sirois

Desjardins Private Wealth Management

STEP Montreal

Certificate of Estate and Trust Administration (CETA) Program

Yunhong (Amy) Lin

BMO Trust Company

Bank of Montreal Private Banking

STEP Ottawa

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