Kelly Greig TEP, Partner and Head of Estate Planning and Tax team at Steele Raymond in Bournemouth, has been elected as worldwide Chair of STEP, effective 1 January 2024.

STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures.

With more than 21,000 members worldwide, STEP’s mission is to inspire confidence in families planning their assets across generations. Full STEP members, like Kelly, are known as TEPs. They are internationally recognised as experts in their field, with proven qualifications and experience.

Kelly succeeds Tony Pitcher TEP, whose term as Chair ends on 31 December 2023.

On being elected Chair, Kelly said: “I am delighted to have been elected Chair of STEP and look forward to the year ahead and leading our organisation into the future.

“My focus during the coming months as Chair will be on three main priorities. Firstly, facilitating STEP’s necessary evolution, by ensuring that we adapt to the changing needs and expectations of our clients, regulators and other stakeholders.

“Secondly, to make STEP a truly global organisation, by expanding our reach and influence in regions where we already exist and making the most of new opportunities for growth.

“Finally, focusing on the next generation by attracting, developing and retaining new members. I am excited and eager to have the opportunity to work with fellow global members to help make STEP stronger, better and more successful.”

STEP’s Chief Executive, Mark Walley said: “I’m excited that Kelly has been elected as our Chair. She brings a wealth of knowledge, enthusiasm and experience to the role. We particularly value her commitment to equality, diversion and inclusion. I know she will build on the great work Tony has done as Chair.”

Jennifer Rogerson, Managing Partner at Steele Raymond added: “We are absolutely thrilled for Kelly. The appointment to Chair is richly deserved and is testament to her expertise, dedication and commitment to the profession.”

Kelly will lead STEP’s Board of Directors, responsible for the high-level strategic direction of the Society. Board members have legal authority and responsibility for the organisation and are elected by and from members of STEP’s worldwide Council.

Alongside a new Chair, STEP has elected a new board member for 2024, Pamela Cross TEP. Pamela is a tax partner in the Ottawa office of Borden Ladner Gervais and is a Past Chair of STEP Canada.

STEP also welcomes back Rod Luker TEP, of Hume Taylor and Co, who has been elected for a second term from 1 January 2024.

• https://www.steeleraymond.co.uk/
• https://www.step.org/

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