We are delighted to share the news that Anthony Whittaker, Client Director and Trust and Estates specialist at bennettbrooks, has been appointed Chair of The Cheshire Branch of the Society of Trust and Estates Practitioners (STEP). Anthony, who brings a wealth of experience and dedication in trust and estate planning will guide and help shape the future of STEP Cheshire for its members.
In addition to Anthony’s appointment, we are also pleased to share that Caroline Barrett, a Technical Director at bennettbrooks who specialises in Estate Tax, has been appointed to the STEP Cheshire committee as the Student Liaison Officer. Caroline’s expertise and commitment to the industry will contribute to the branch’s ongoing success in supporting STEP’s student membership in the local area.
Anthony’s appointment as Chairman highlights his standing within the profession, as well as the trust placed in him by the members. With almost 20 years of experience in advising clients in Trust and Estate matters, Anthony’s leadership and guidance will drive the continued growth of the STEP Cheshire branch.
Anthony commented on his new role: “I am honoured to take on the role of Chairman of STEP Cheshire. Our local STEP branch plays a crucial role in encouraging professional development and providing a forum for the exchange of ideas and expertise. I look forward to leading our dedicated committee and continuing to serve the trust and estates community in Cheshire.”
Caroline’s new role on the committee marks a significant opportunity to contribute to the future direction of the local STEP branch. Her appointment reflects her reputation as a trusted practitioner in trust and estates matters.
As experienced Trust and Estates Practitioners both Anthony and Caroline provide tailored advice to individuals and families navigating the complex tax issues related to estate planning, inheritance and wealth management. They work closely with clients to offer personalised strategies to meet their unique circumstances, ensuring efficient tax planning and the smooth transfer of wealth across generations.
Yvonne Wood, Managing Director of bennettbrooks said “I would like to extend my heartfelt congratulations to both Anthony and Caroline on these well deserved appointments with STEP Cheshire. This recognition highlights the exceptional expertise we are proud to offer around trust and estates planning. At bennettbrooks, we are committed to providing our clients with the highest level of specialist advice, and these appointments reinforce our ability to support clients through the most complex of financial challenges. We are thrilled to see Anthony and Caroline recognised in this way.
If you’d like to explore whether trusts could be beneficial for your personal circumstances, or you are looking for advice with Estate Planning, please don’t hesitate to get in touch.
