Welcome to STEP

The worldwide professional association for practitioners dealing with family inheritance and succession planning

Events

STEP Global Congress - How will transparency impact on tax planning? - A perspective on supranational initiatives and their impact on wealth planning, 6-7 November 2014, Miami, USA.

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Business Families Event

Family Businesses, Reputational Risk and Brand Protection  - 30 October, London - Exploring best practices to protect businesses from unwanted exposure, and legal action in a crisis.

 

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IRS FATCA Registration Guide

IRS FATCA Registration Online User Guide (updated 6 October 2014) available via the STEP policy pages.

Policy

Qualifications & CPD

marblesSTEP Advanced Certificate in Foundations
Enrol now for the March 2015 exam, closing 14 November

The STEP blog

Sean SmithSean Smith discusses testamentary capacity, following our sold-out ‘Clarity on Capacity’ event.

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STEP Journal online

Call of duty. Jersey trustees must fully understand their duties if they are to avoid litigation in relation to investment of trust assets, writes Mason Birbeck.

October 2014 issue