bto solicitors - Corporate & Commercial Business Lawyers Glasgow Edinburgh Scotland

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BTO gains new accreditation in tax and estates arena

14 November 2017

STEP Employer Partnership Programme recognises dedication to workforce development. Award demonstrates commitment to best practice in tax planning and estates services.

Leading independent Scottish law firm BTO Solicitors has been awarded Employer Partner accreditation of the STEP Employer Partnership Programme (EPP).


The accreditation cements the firm’s commitment to delivering tax planning, wills and estates services of the highest standard and to cultivating a culture of continued professional development among employees.

STEP (Society of Trust and Estate Practitioners) is the global professional association for individual practitioners specialising in family inheritance and succession planning. Full members, known as TEPs (Trusts and Estates Practitioners), are expected to follow a set of best practice provisions and guidelines and to adhere to a Code of Conduct which sets out key ethical and professional standards which must be upheld.

The EPP recognises companies which meet a set of learning and development standards aimed at supporting employees to complete STEP qualifications to become an accredited TEP. BTO was seen to meet the necessary standards for Employer Partner accreditation by allocating a STEP qualified mentor, by covering the financial costs of the qualification and giving employees paid leave to study and attend workshops and exams.

Commenting on the accreditation, Alan Borthwick, Chairman of BTO, said: “Our staff are our greatest asset and the professional development of our workforce remains a top priority at BTO. It is fantastic that our efforts to encourage uptake of the STEP qualification among those working in our trust and estates practice have been recognised by the Employee Partnership Programme.”

Roddy Harrison, Head of BTO’s Tax Planning, Wills & Estates team, added: “In addition to highlighting the value we place on our people, it demonstrates our dedication to delivering a service of the highest standard and adhering to industry best practice. Four of our staff members have already been supported to attain the prestigious STEP qualification and are now practicing as fully accredited TEPs. We expect this number to keep growing as we continue to promote the highly accommodating and supportive training framework among our employees.”

Gemma Copestick, Employer Partnerships Manager at STEP said, “BTO Solicitors LLP have demonstrated their commitment to providing some excellent learning and development provision and opportunities for the benefit of its staff and we congratulate them on this well-deserved accreditation”.


“The level of service has always been excellent, with properly experienced solicitors dealing with appropriate cases" Legal 500

Contact BTO


  • 48 St. Vincent Street
  • Glasgow
  • G2 5HS
  • T:+44 (0)141 221 8012
  • F:+44 (0)141 221 7803


  • One Edinburgh Quay
  • Edinburgh
  • EH3 9QG
  • T:+44 (0)131 222 2939
  • F:+44 (0)131 222 2949