What is STEP?

What does STEP membership mean for Carisma Wills’ clients? STEP member profile The Society of Trust and Estate Practitioners, known as STEP, is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high…

Free advice clinics

Free Wills and Estate Planning Advice Clinic Our Wills advice clinic gives your company a useful, free (and often unexpected) service that you can offer to your staff. We know from over a decade’s experience that an up-to-date Will provides peace of mind. And studies show that contented employees are more productive.  Are you a…

Time well spent

Imagine you had a bank account that deposited £86,400 each morning. The account carries over no balance from day to day, allows you to keep no cash balance, and every evening cancels whatever part of the amount you had failed to use during the day. What would you do? Draw out every pound each day!…