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step membership
Dagmara Kulczykowska is a member of STEP, which is the global professional association for practitioners who specialise in family inheritance and succession planning.
STEP members are known as TEPs, which stands for Trust and Estate Practitioner – the designation given to full members of STEP. As TEPs, they have a combination of relevant qualifications and experience – including significant involvement at a specialist level with inheritance and succession planning.
What do STEP members do?
As specialists in inheritance and succession planning, we can:
- Draft wills and trusts
- Administer estates
- Act as trustees
- Advise families on how best to structure their finances, to ensure compliance and preserve their assets for future generations
Here are just a few examples of areas in which STEP members can advise:
- Providing for someone following their partner’s death, while protecting the interests of their children
- Ensuring elderly or vulnerable relatives are cared for and supported
- Helping families to be compliant with the laws and tax rules of different countries, when their interests are spread across the world
- Ensuring that a family business will pass safely from one generation to another
- Helping clients to support charitable causes in an effective way
To make an appointment to speak to one of our experts, Dagmara Kulczykowska, Ivone Joaquim, Catrina Saracino or Zak Barnaville, please call on 01908 689341 or contact us.
What our clients say:
“Dagmara took all the stress and strain of sorting wills and probate at what was a difficult time. We couldn’t have done it without her. Excellent”. Clare Dragisic
For more information about how we can help, you can read testimonials from our private client services clients
The Private Client Services Team
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Dagmara Kulczykowska Partner
Private Client Services 01908 689341Dagmara is Head of the Department and has many years of experience in all aspects of private client work. Dagmara’s strengths are working with families on very sensitive and emotive matters, providing them with specialist legal advice. She ensures clients are supported but also advised clearly and comprehensively on the legal issue(s) at hand so that they can make an informed decision. -
Ivone Joaquim Senior Associate
Private Client Services 01908 689337Ivone is a Legal Executive in the Private Client Services Department and is able to advise in a range of matters relating to the administration of estates, Wills, Lasting Powers of Attorney and Deputyship application. -
Zak Barnaville Paralegal
Private Client Services 01908 689376Zak is a highly motivated and experienced Paralegal who works in the Private Client Services team assisting with Estate Administration, Court of Protection, Trusts, Lasting Powers of Attorney and Wills. -
Catrina Saracino Solicitor
Private Client Services 01908 689327Catrina is a Solicitor working within the Private Client Services team. Catrina specialises in drafting Wills, Lasting Powers of Attorney, and the administration of Estates/Probate.
