Kinherit awarded highest accreditation from STEP

Nov 24, 2023

One of the UK’s newest Will & Trust firms, Kinherit, has been awarded STEP’s Platinum Employer Partner accreditation in recognition of their outstanding learning and development culture.

The firm, which began in 2018, is based in Bristol but works with clients all across the country.  It has put STEP practices firmly at the heart of its business strategy – and their recent accreditation success shows it’s paying off.

Right from the beginning they have focused on building a positive work and learning environment where staff are actively encouraged and supported with their training and career development.  It has led to the establishment of a strong, loyal team of knowledgeable estate planners, and reflects their broader mission to champion high standards across the Will industry as a whole.

“People have always been our main priority at Kinherit,” explains CEO, Ben Mason. “Investing in our team and giving them time to train and develop their skills is absolutely crucial for us.  It generates a mutual respect, and a happy, thriving culture within the office.  And of course, our team are then better able to give our clients a high standard of advice across the board.”

Kinherit also demonstrates a commitment to improving client service through their Intelligent Will, which is designed to protect inheritance and reduce the stress of probate.  It combines a quality Will with a Kinvault – a secure online handover platform for storing legal, financial and practical information, so loved ones have access to everything they need as they begin their probate journey.

“We specifically started Kinherit to try and improve the way Wills and probate are done in this country, and to better protect bereaved families,” says Ben. “Both the Kinvault and the strength of our partnership with STEP are vital in helping us achieve this goal.”

Jenni Hutchinson Head of the Employer Relationships team at STEP welcomed Kinherit to the Employer Partnership Programme announcing our accreditation on LinkedIn, by saying.

‘’We’d like to extend a warm welcome to Kinherit (Platinum Employer Partner, England and Wales). The firm has shown a real commitment to strengthening the industry through high-quality, structured professional development and strives to ensure that its people are the best that they can be. Many congratulations to you all; we look forward to working with you over the coming years.’’

For further information please contact
Adrian Edmonds

About STEP
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 professional standards among its members. STEP members help families plan for their futures, from drafting wills to issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

For further information please contact
Joanna Pegum
+44 (0)20 3752 3771

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