We are delighted to have been awarded STEP Gold Employer Partner accreditation within STEP's Employer Partnership Programme - testament to the strength of the policies, practices and structures that we have in place to support our growing Private Client offering.
To achieve Gold Employer Partner accreditation, organisations must demonstrate that learning and development is championed at every level, alongside a positive and supportive work and learning environment. STEP were particularly impressed by the strong learning and development culture at Shorts, recognising the exceptional strength and depth of the firm’s application citing a values‑led approach to learning, robust L&D governance, and best‑in‑class development support.
Lana Reid, Learning and Development Manager commented:
“We are delighted to achieve STEP Gold Employer Partner accreditation; an important milestone for Shorts which reflects our ongoing commitment to learning, development and professional excellence. Recognition from STEP reinforces the quality of the learning opportunities we provide and the culture we have built around continuous improvement, collaboration and progression, helping our professionals be the very best they can be in their chosen career.”
Tax Partner Craig Walker, added
“The STEP accreditation is a recognised mark of quality in the trusts and estates profession. Achieving the Gold accreditation demonstrates that our advisers are trained to the highest professional standards and supported throughout their learning and development. For clients, it provides confidence that our advice is grounded in a clear and detailed understanding of the subject matter, whether it be inheritance tax, succession planning, trusts, estates or the wider tax implications. They can also be assured that our knowledge is kept up to date as the rules continue to evolve. For our team, the accreditation recognises the learning culture, mentoring and development frameworks we’ve built at Shorts to help support their growth and ensure they can best meet our clients' needs. We are extremely proud to have achieved the Gold accreditation.”
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.
Lana Reid
Lana is the Learning & Development Manager at Shorts. She has >8 years' experience in designing and delivering impactful learning experiences that empower individuals and elevate teams. Her role spans the full learning lifecycle from identifying development needs to creating and facilitating bespoke workshops and programmes that drive meaningful change.
View my articlesTags: Private Client, Careers
