STEP celebrates top trust and estate qualification achievers

Unsplash - 06/07/2026

The global professional membership body STEP is delighted to announce the winners of this year’s worldwide Excellence Awards. STEP’s Excellence Awards celebrate exceptional student achievement by recognising the highest achievers across all STEP qualifications and its Essay Route to membership.

A total of 45 practitioners from Canada, Cayman, China, Guernsey, Hong Kong, New Zealand, Singapore, Switzerland and the UK are featured in this year’s top scorers. The geographic range and number of winners demonstrate the global appeal and relevance of STEP’s qualifications and membership.

A total of 45 practitioners from Canada, Cayman, China, Guernsey, Hong Kong, New Zealand, Singapore, Switzerland and the UK are featured in this year’s top scorers. The geographic range and number of winners demonstrate the global appeal and relevance of STEP’s qualifications and membership.

STEP offers entry-level Certificates and specialist Advanced Certificates, which can be taken individually or as part of the STEP Diploma. It is widely recognised as the benchmark qualification for the private client and wealth planning industry. Accountants, lawyers, trustees, bankers and others take the exams to demonstrate their specialist knowledge and expertise. Completion of the STEP Diploma, plus the requisite experience, can lead to full STEP membership and use of the TEP (Trust and Estate Practitioner) designation.

“We are proud at STEP to set the gold standard for advisors through our rigorous qualifications.  To pass a STEP qualification is already a significant achievement. To attain a top score, as each Excellence Award winner has, is testament to considerable hard work and commitment to professional development. Congratulations to everyone who has achieved this very high standard. They are among the best and the brightest practitioners who are setting the standard for those advising families across generations. They include names to watch out for in the future.  On Ni Lui TEP, of STEP Hong Kong, attained the highest score in the STEP Advanced Certificate in Company Law & Practice. She says that this Certificate provided a strong practical and technical foundation in corporate structures, governance and compliance.  This knowledge has been directly applicable to my current role as a Trainee Solicitor at Haldanes, where I support commercial and corporate matters, and has enhanced my ability to deliver well-rounded advice to clients.’

Emma Lovell, STEP’s Chief Executive

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