Mrs Cheryl Farnham

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

3rd Floor
Old Kelways
TA10 9SJ
United Kingdom

Email: [email protected]
Telephone: +44 (0)1458 258824
Practice Areas: Elderly and vulnerable clients, Estate planning/administration, Tax, Trust planning/administration, Wills and probate, Tax Advisory - Trusts and estate planning, Wills and administration of deceased estates
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Accountant / Tax Advisor / Trustee/Fiduciary / Trust Officer / Will Writer / Probate Executive
STEP Qualifications:
STEP Certificate in Trusts and Estates - England and Wales, STEP Diploma in Trusts and Estates - England & Wales
Arcadia Trust Group
STEP West of England
UK Practice Committee, West of England Branch Committee
Special Interest Groups:
Business Families | Contentious Trusts and Estates | Cross-Border Estates | Digital Assets | International Client | Mental Capacity | Philanthropy Advisors

I’m a Trust Practitioner. Accounting Technician. Taxation Technician. Former European martial arts silver medalist. Food & wine lover. Wife. Mother and proud director of Arcadia Trust Group. I’ve dedicated over 18 years bringing numbers to life by making daunting finances, taxes and trusts into workable, flexible and even enjoyable processes that can assist families and importantly future generations.

Being a self-confessed exam addict allows me to call myself a proud member of the following groups:

  • Member of the Society of Trust and Estate Practitioners (STEP)
  • Fellow Member of the Association of Accounting Technicians
  • Member of the Association of Taxation Technicians
  • Member of the Personal Finance Society and Chartered Insurance Institute

I sit on STEP’s England and Wales Advisory Panel, ensuring that fellow professionals are kept up to date with ever-changing legislation and am Chair of STEP’s West of England Committee supporting grass root members.

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