London: +44 (0)20 7236 2601
St Albans: +44 (0)1727 869141
Rickmansworth: +44 (0) 1923 771010
Milton Keynes: +44 (0)1908 605552

Mercer & Hole Daniel Bisby passes STEP Qualification

Daniel Bisby has passed the Society of Trust and Estate Practitioners (STEP) Qualification, which is recognised and respected by professionals in the Private Client sector. 

STEP is a cross disciplinary body and the STEP qualification is taken both by lawyers and accountants.  It requires a broad understanding of the legal, accounting and tax issues involved in the administration of trusts and estates.

Daniel is based at the firm’s St Albans office and has extensive experience in all aspects of the administration of trusts. In particular, Daniel has specialised in UK resident trusts, although he has also been involved with trusts resident offshore, charitable trusts and the administration of estates. Additionally, Daniel advises on the tax and other considerations involved in creating new trusts or winding up existing trusts and appointing out funds to the beneficiaries. 



Date: 25th September, 2014
Author: Mercer & Hole Media


Articles from this Author

Contact Our Partners

Choose from the drop down menu below to select a Partner to contact.


A fantastic end to #WBF2019 hosted by @RyallMarketing Nicola Ryall is presenting on ‘LinkedIn Live grow your influe……

Michael Lapham, Director of Financial Planning, delivered his 6-point retirement plan today at The Florist in Watfo……



For the latest Mercer & Hole news, visit our LinkedIn page mercer-&-hole

Click here to follow us on LinkedIn