STEP RSS feed http://www.step.org Special Interest Groups en-gb Sat, 25 May 2013 20:47:23 GMT © STEP Worldwide Ltd 15 http://www.step.org STEP RSS feed http://www.step.org/images/rssnews.gif Special Interest Group Governance Special Interest Group Governance Documents http://www.step.org/special_interest_groups_-_sigs/governance_documents.aspx?lang=en-gb http://www.step.org/special_interest_groups_-_sigs/governance_documents.aspx?lang=en-gb Sat, 26 Nov 2011 23:23:00 GMT Jeff Claudius Business Families Special Interest Group Special interest groups exist to support professional development and deepening of networks in focused areas of STEP practice. The Business Families Group was established in late 2007 to recognise the increasing prominence of business families and their family businesses. http://www.step.org/special_interest_groups_sigs/business_families.aspx?lang=en-gb http://www.step.org/special_interest_groups_sigs/business_families.aspx?lang=en-gb Tue, 08 Dec 2009 11:27:00 GMT Emma Yeats Business Families Steering Committee This is a private area for members of the STEP Business Families Special Interest Group Steering Committee. http://www.step.org/special_interest_groups/business_families/business_families_steering_com.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com.aspx?lang=en-gb Tue, 08 Dec 2009 11:41:00 GMT Jeff Claudius Steering Committee Meetings Business Families SIG Steering Committee Meetings http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings.aspx?lang=en-gb Wed, 10 Mar 2010 09:48:00 GMT Jeff Claudius 2011 Business Families SIG 2011 Steering Committee Meetings http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2011.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2011.aspx?lang=en-gb Wed, 10 Mar 2010 16:56:00 GMT Jeff Claudius 22 June 2011 Business Families Steering Committee Meeting 22 June 2011 http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2011/22_june_2011.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2011/22_june_2011.aspx?lang=en-gb Thu, 11 Mar 2010 11:24:00 GMT Jeff Claudius 8 April 2011 Business Families Steering Committee Meeting 8 April 2011 http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2011/8_april_2011.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2011/8_april_2011.aspx?lang=en-gb Thu, 11 Mar 2010 11:24:00 GMT Jeff Claudius 28 February 2011 Business Families Steering Committee Meeting 28 February 2011 http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2011/28_february_2011.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2011/28_february_2011.aspx?lang=en-gb Thu, 11 Mar 2010 11:24:00 GMT Jeff Claudius 10 Janaury 2011 Business Families Steering Committee Meeting 10 Janaury 2011 http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2011/10_janaury_2011.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2011/10_janaury_2011.aspx?lang=en-gb Thu, 11 Mar 2010 11:24:00 GMT Jeff Claudius 2010 Business Families SIG 2010 Steering Committee Meetings http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2010.aspx?lang=en-gb Wed, 10 Mar 2010 16:56:00 GMT Jeff Claudius 19 November 2010 Business Families Steering Committee November 2010 http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2010/19_november_2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2010/19_november_2010.aspx?lang=en-gb Tue, 09 Nov 2010 16:49:00 GMT Jeff Claudius 1 October 2010 Business Families Steering Committee Meeting October 2010 http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2010/1_october_2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2010/1_october_2010.aspx?lang=en-gb Tue, 03 Aug 2010 12:00:00 GMT Jeff Claudius 30 July 2010 Business Families Steering Committee Meeting July 2010 http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2010/30_july_2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2010/30_july_2010.aspx?lang=en-gb Wed, 16 Jun 2010 10:27:00 GMT Jeff Claudius 1 June 2010 Business Families Steering Committee June 2010 http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2010/1_june_2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2010/1_june_2010.aspx?lang=en-gb Wed, 16 Jun 2010 10:19:00 GMT Jeff Claudius 26 April 2010 Business Families Steering Committee Meeting April 2010 http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2010/26_april_2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2010/26_april_2010.aspx?lang=en-gb Wed, 16 Jun 2010 10:00:00 GMT Jeff Claudius 22 February 2010 Business Families Steering Committee Meeting February 2010 http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2010/22_february_2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2010/22_february_2010.aspx?lang=en-gb Thu, 11 Mar 2010 11:24:00 GMT Jeff Claudius 2009 Business Families SIG 2009 Steering Committee Meetings http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2009.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2009.aspx?lang=en-gb Wed, 10 Mar 2010 09:48:00 GMT Jeff Claudius 14th July 2009 business families steering committee meeting July 2009 http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2009/14th_july_2009.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2009/14th_july_2009.aspx?lang=en-gb Fri, 29 Jan 2010 09:26:00 GMT James Baverstock 7th September 2009 business families steering committee meeting September 2009 http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2009/7th_september_2009.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2009/7th_september_2009.aspx?lang=en-gb Fri, 29 Jan 2010 09:28:00 GMT James Baverstock 2008 Business Families SIG 2008 Steering Committee Meetings http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2008.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2008.aspx?lang=en-gb Wed, 10 Mar 2010 09:48:00 GMT Jeff Claudius 10th November 2008 business families steering committee meeting 10th November 2008 http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2008/10th_november_2008.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2008/10th_november_2008.aspx?lang=en-gb Fri, 29 Jan 2010 09:55:00 GMT James Baverstock 21st April 2008 Business families steering committee April 2008 http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2008/21st_april_2008.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2008/21st_april_2008.aspx?lang=en-gb Fri, 29 Jan 2010 09:53:00 GMT James Baverstock 9th June 2008 Business families steering committee meeting June 2008 http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2008/9th_june_2008.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2008/9th_june_2008.aspx?lang=en-gb Fri, 29 Jan 2010 09:53:00 GMT James Baverstock 16th July 2008 Business families steering committee meeting July 2008 http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2008/16th_july_2008.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2008/16th_july_2008.aspx?lang=en-gb Fri, 29 Jan 2010 09:54:00 GMT James Baverstock 9th September 2008 Business families steering committee meeting September 2008 http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2008/9th_september_2008.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_steering_com/steering_committee_meetings/2008/9th_september_2008.aspx?lang=en-gb Fri, 29 Jan 2010 09:54:00 GMT James Baverstock Business Families Articles Articles relating to Business Families. http://www.step.org/special_interest_groups/business_families/business_families_articles.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles.aspx?lang=en-gb Tue, 08 Dec 2009 11:30:00 GMT Jeff Claudius Raconteur Family Business Report 2012 A collection of family business articles published in The Raconteur, 04 October 2012, a supplement of The Times newspaper http://www.step.org/special_interest_groups/business_families/business_families_articles/family_business_report_12.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/family_business_report_12.aspx?lang=en-gb Tue, 28 Feb 2012 13:53:00 GMT Emma Yeats Critical Position Charles Gowlland and Tommy Shillington of Smith & Williamson consider how best to manage conflict in a family office (STEP Journal Volume 28, Issue 8, October 2012) http://www.step.org/special_interest_groups/business_families/business_families_articles/critical_position.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/critical_position.aspx?lang=en-gb Fri, 12 Oct 2012 16:24:00 GMT Emma Yeats Extra Seat Lisa Vizia, Director, Saffery Champness discusses the family office spectrum and how a fiduciary practitioner can add value to the process (STEP Journal Volume 28, Issue 8, October 2012) http://www.step.org/special_interest_groups/business_families/business_families_articles/extra_seat.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/extra_seat.aspx?lang=en-gb Fri, 12 Oct 2012 16:22:00 GMT Emma Yeats It’s hard, but it’s harder to ignore it Martyn Gowar, Partner, McDermott Will & Emery UK LLP on preparing children for inheritance (STEP Journal Volume 28, Issue 8, October 2012) http://www.step.org/special_interest_groups/business_families/business_families_articles/it%e2%80%99s_hard_but.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/it%e2%80%99s_hard_but.aspx?lang=en-gb Fri, 12 Oct 2012 16:20:00 GMT Emma Yeats Family Offices: Discovering a Rhythm in Communication The issues of transfering wealth to the next generation http://www.step.org/special_interest_groups/business_families/business_families_articles/rhythm_in_communication.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/rhythm_in_communication.aspx?lang=en-gb Tue, 28 Feb 2012 13:20:00 GMT Emma Yeats Statutory Family Business Foundations Simon Weil of Bircham Dyson Bell LLP looks at how the family business sector offers one of the best prospects for economic growth in the form of the family business foundation. http://www.step.org/special_interest_groups/business_families/business_families_articles/family_business_foundations.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/family_business_foundations.aspx?lang=en-gb Fri, 12 Oct 2012 16:05:00 GMT Emma Yeats Bailing Young Adults Out of Financial Trouble Excerpt from Chapter Ten of Trust Me: Helping Our Young Adults Financially, by Kenneth and Nick Kaye. http://www.step.org/special_interest_groups/business_families/business_families_articles/bailing_young_adults_out.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/bailing_young_adults_out.aspx?lang=en-gb Fri, 22 Jun 2012 10:56:00 GMT Emma Yeats STEP Journal - Families Business Special Focus July 2012's STEP journal includes a Family Business special feature. http://www.step.org/special_interest_groups/business_families/business_families_articles/bf_journal_special_focus-2.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/bf_journal_special_focus-2.aspx?lang=en-gb Tue, 28 Feb 2012 13:53:00 GMT Emma Yeats Family Business Practicalities Boodle Hatfield Partners Berndt Ratzke and Richard Beavan look at some family business practicalities http://www.step.org/special_interest_groups/business_families/business_families_articles/family_business_practicalities.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/family_business_practicalities.aspx?lang=en-gb Fri, 22 Jun 2012 10:56:00 GMT Emma Yeats Family Business Governance and Succession David Harvey, STEP Chief Executive, explores some of the trends in family business governance and succession. http://www.step.org/special_interest_groups/business_families/business_families_articles/governance_and_succession.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/governance_and_succession.aspx?lang=en-gb Thu, 21 Jun 2012 21:04:00 GMT Emma Yeats STEP Journal - Families Business Special Focus Family Business took the limelight in STEPs recent journal http://www.step.org/special_interest_groups/business_families/business_families_articles/bf_journal_special_focus.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/bf_journal_special_focus.aspx?lang=en-gb Tue, 28 Feb 2012 13:53:00 GMT Emma Yeats For Richer, For Poorer STEP Journal, February 2012: For Richer, For Poorer http://www.step.org/special_interest_groups/business_families/business_families_articles/for_richer,_for_poorer.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/for_richer,_for_poorer.aspx?lang=en-gb Tue, 28 Feb 2012 13:38:00 GMT Emma Yeats BVI Wealth Planning Solutions for Asian Families Wealth Planning for Asian Families http://www.step.org/special_interest_groups/business_families/business_families_articles/wealth_planning_for_asian_fam.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/wealth_planning_for_asian_fam.aspx?lang=en-gb Tue, 28 Feb 2012 13:41:00 GMT Emma Yeats The Parable of the Rich Man Family Business Places Autumn Winter 2011 Generation Magazine http://www.step.org/special_interest_groups/business_families/business_families_articles/the_parable_of_the_rich_man.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/the_parable_of_the_rich_man.aspx?lang=en-gb Tue, 28 Feb 2012 13:23:00 GMT Emma Yeats Successful Succession STEP Journal Volume 19, Issue 9, October 2011 http://www.step.org/special_interest_groups/business_families/business_families_articles/successful_succession.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/successful_succession.aspx?lang=en-gb Mon, 17 Oct 2011 15:21:00 GMT Jeff Claudius Charity Begins at Home: Family Philanthropy and the Business Family Roger Low for the Professional Adviser Singapore, 12 Sep 2011 http://www.step.org/special_interest_groups/business_families/business_families_articles/charity_begins_at_home.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/charity_begins_at_home.aspx?lang=en-gb Mon, 17 Oct 2011 15:42:00 GMT Emma Yeats Business of Keeping it in the Family Randel S. Carlock for South China Morning Post, 2 July 2011 http://www.step.org/special_interest_groups/business_families/business_families_articles/keeping_it_in_the_family.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/keeping_it_in_the_family.aspx?lang=en-gb Mon, 17 Oct 2011 15:29:00 GMT Emma Yeats Wise Up Rich Kids Transfering money, land or a business from one generation to the next http://www.step.org/special_interest_groups_-_sigs/business_families/business_families_articles/wise_up_rich_kids.aspx?lang=en-gb http://www.step.org/special_interest_groups_-_sigs/business_families/business_families_articles/wise_up_rich_kids.aspx?lang=en-gb Tue, 28 Feb 2012 13:32:00 GMT Emma Yeats PwC Global Family Business Survey Reveals Big Knowledge Gaps On Tax WealthBriefing.com, 7 June 2011 http://www.step.org/special_interest_groups/business_families/business_families_articles/pwc_global_fb_survey.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/pwc_global_fb_survey.aspx?lang=en-gb Mon, 17 Oct 2011 15:11:00 GMT Emma Yeats Estate Planning: Getting the Bigger Picture Ian Marsh for the Retirement & Estate Planning Bulletin-LexisNexis Australia, March 2011 http://www.step.org/special_interest_groups/business_families/business_families_articles/estate_planning.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/estate_planning.aspx?lang=en-gb Mon, 17 Oct 2011 15:03:00 GMT Emma Yeats Arab Awakening: Offspring of dictators are failing at succession The Toronto Star, 27 February 2011 http://www.step.org/special_interest_groups/business_families/business_families_articles/arab_awakening.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/arab_awakening.aspx?lang=en-gb Mon, 11 May 2009 11:58:00 GMT Emma Yeats Chinese Family Businesses: Dusk for the Patriarch The Economist HONG KONG print edition, 3 February 2011 http://www.step.org/special_interest_groups_-_sigs/business_families/business_families_articles/chinese_family_businesses.aspx?lang=en-gb http://www.step.org/special_interest_groups_-_sigs/business_families/business_families_articles/chinese_family_businesses.aspx?lang=en-gb Mon, 17 Oct 2011 13:37:00 GMT Emma Yeats How a Sizeable Distribution of Family Wealth Can Affect the Next Generation The issues of transfering wealth to the next generation http://www.step.org/special_interest_groups/business_families/business_families_articles/family_wealth_affecting_nxgen.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/family_wealth_affecting_nxgen.aspx?lang=en-gb Tue, 28 Feb 2012 13:20:00 GMT Emma Yeats Management by Looking Ahead: Family-Firm ‘Stewardship’ Offers Model for Long-Term Management Success Forbes.com, 7 January 2011 http://www.step.org/special_interest_groups/business_families/business_families_articles/management_by_looking_ahead.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/management_by_looking_ahead.aspx?lang=en-gb Mon, 17 Oct 2011 13:37:00 GMT Emma Yeats A Family Council for the Confucian Family There is increasing pressure in the wealth management industry for advice to become unbundled from the sale of products. http://www.step.org/special_interest_groups/business_families/business_families_articles/a_family_council_article.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/a_family_council_article.aspx?lang=en-gb Mon, 24 Jan 2011 15:56:00 GMT Danielle Adam Chocolate wars waged with kittens and brick dust The Toronto Star, 20 December 2010 http://www.step.org/special_interest_groups/business_families/business_families_articles/chocolate_wars.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/chocolate_wars.aspx?lang=en-gb Mon, 17 Oct 2011 14:25:00 GMT Emma Yeats Family constraints have their benefits Financial Times, 13 December 2010 http://www.step.org/special_interest_groups/business_families/business_families_articles/family_constraints.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/family_constraints.aspx?lang=en-gb Mon, 17 Oct 2011 13:24:00 GMT Emma Yeats After Crisis Comes Growth Family Wealth: Developing Family Leadership Across Generations http://www.step.org/special_interest_groups/business_families/business_families_articles/after_crisis_comes_growth.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/after_crisis_comes_growth.aspx?lang=en-gb Tue, 28 Feb 2012 13:06:00 GMT Emma Yeats The Family Office Leadership Series: Emerging Best Practices These articles are a three part series of articles. The Accidental Inheritance by James MacBride, CFP, FMA, TEP and Linda Somers, BA, MEd. http://www.step.org/special_interest_groups/business_families/business_families_articles/family_office_leadership.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/family_office_leadership.aspx?lang=en-gb Wed, 09 Dec 2009 11:33:00 GMT Danielle Adam Reducing Capital in the Family Business For those family business conducted through a limited company, company law imposes various restrictions on how value can be extracted by the owners. http://www.step.org/special_interest_groups/business_families/business_families_articles/reducing_capital.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/reducing_capital.aspx?lang=en-gb Mon, 08 Mar 2010 14:13:00 GMT Emma Yeats Art Succession Planning Art Succession Planning http://www.step.org/special_interest_groups/business_families/business_families_articles/art_succession_planning.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/art_succession_planning.aspx?lang=en-gb Tue, 28 Feb 2012 13:17:00 GMT Emma Yeats An Elephant in the Family Business: A Covert Addiction Handling addiction in a family business http://www.step.org/special_interest_groups/business_families/business_families_articles/a_covert_addiction.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/a_covert_addiction.aspx?lang=en-gb Tue, 28 Feb 2012 13:47:00 GMT Emma Yeats Family Business Long Term Success It is often said that family businesses go from "clogs to clogs in three generations." yet, it would be wrong to assume that family-owned companies lack success or staying power. http://www.step.org/special_interest_groups/business_families/business_families_articles/family_business_long_term_succ.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/family_business_long_term_succ.aspx?lang=en-gb Tue, 14 Sep 2010 14:14:00 GMT Danielle Adam Case Study: Trust in Governance Families in business together often like to govern their relationships based on trust rather than formal rules and guidelines. When done well, this can be the source of competitive business advantages that are beyond the reach of other types of business. If done badly, it can lead to disaster. This article explores different answers to this question and explains how families and their advisers can mobilise trust in the governance of a family business. http://www.step.org/special_interest_groups/business_families/business_families_articles/trust_in_governance.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/trust_in_governance.aspx?lang=en-gb Tue, 14 Sep 2010 13:52:00 GMT Danielle Adam Case Study: Who is the Family Business Client? One answer to the question, "who is the family business client" is any of the family businesses that represent 75% of all registered companies in the UK. http://www.step.org/special_interest_groups/business_families/business_families_articles/the_family_business_client.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/the_family_business_client.aspx?lang=en-gb Mon, 08 Mar 2010 14:17:00 GMT James Baverstock Enhancing Client Success through Collegial Professional Adviser Teams Article by Bonnie Brown Hartley, Ph.D and Michael T Hartley re Enhancing Client Success through Collegial Professional Adviser Teams. The model looks at keeping the client at the centre and in complete control of the process including communication. http://www.step.org/special_interest_groups/business_families/business_families_articles/enhancing_client_success.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/enhancing_client_success.aspx?lang=en-gb Wed, 09 Dec 2009 11:18:00 GMT Emma Yeats The Many Faces of Control Freaks Article by Aron Pervin, CMC, ICD.D, TEP of Pervin Family Business Advisors Inc. In one business family, every member had a technique to control the others. Everyone likes to be in control, and few people enjoy being controlled. http://www.step.org/special_interest_groups/business_families/business_families_articles/many_faces_of_control_freaks.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/many_faces_of_control_freaks.aspx?lang=en-gb Wed, 09 Dec 2009 11:27:00 GMT James Baverstock Want to Know a Secret? It can Stunt Firm’s Growth. Article by Aron Pervin, CMC, ICD.D, TEP of Pervin Family Business Advisors Inc re stunting firm's growth. Many family firms believe that privacy and secrecy lead to a competitive advantage. http://www.step.org/special_interest_groups_sigs/business_families/business_families_articles/stunting_firms_growth.aspx?lang=en-gb http://www.step.org/special_interest_groups_sigs/business_families/business_families_articles/stunting_firms_growth.aspx?lang=en-gb Wed, 09 Dec 2009 11:46:00 GMT James Baverstock Case Study: Helping with the Business of Families Article by Ken McCracken of Family Business Solutions Limited re offers received to buy family businesses and how people deal with it. http://www.step.org/special_interest_groups_sigs/business_families/business_families_articles/help_with_business_of_families.aspx?lang=en-gb http://www.step.org/special_interest_groups_sigs/business_families/business_families_articles/help_with_business_of_families.aspx?lang=en-gb Wed, 09 Dec 2009 11:52:00 GMT James Baverstock Outsiders on Family Board Article by Aron Pervin, CMC, ICD.D, TEP of Pervin Family Business Advisors Inc. Family managers have to break out of old habits of authoritarianism and secrecy. They should also provide some guidelines for the board, such as a written mandate and clearly defined boundaries to set off their responsibilities from those of shareholders and management. http://www.step.org/special_interest_groups/business_families/business_families_articles/outsiders_on_family_board.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/outsiders_on_family_board.aspx?lang=en-gb Mon, 11 May 2009 11:58:00 GMT James Baverstock Sudden Death, Succession and Continuity Fire Drills in the Law Firm Article by Bonnie Brown Hartley and Mike Hartley of Transition Dynamics Inc. This Law Partners' Fire Drill addresses strategically driven contingency planning challenges for the firm and for the partner's family in the event of a partner's sudden death and in the context of succession and continuity within the firm. http://www.step.org/special_interest_groups/business_families/business_families_articles/law_partners_fire_drill.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/law_partners_fire_drill.aspx?lang=en-gb Mon, 11 May 2009 12:05:00 GMT James Baverstock Winter of Despair or Spring of Hope? - Tax Planning Opportunities in the Recession Article by Matthew Woods and John Shields of Withers LLP. Whilst a recession is never welcome, it can open up opportunities for families to restructure their business or plan for succession. Capital gains tax has often been a barrier to succession planning but this may no longer be an issue. http://www.step.org/special_interest_groups/business_families/business_families_articles/tax_planning_opportunities.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/tax_planning_opportunities.aspx?lang=en-gb Mon, 11 May 2009 12:11:00 GMT Emma Yeats Advising Family Business - A Potted History Article by David Harvey regarding a history of advising family business. http://www.step.org/special_interest_groups/business_families/business_families_articles/advising_family_business.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/advising_family_business.aspx?lang=en-gb Mon, 16 Jun 2008 12:16:00 GMT James Baverstock Divorce and the Family Business Article about Divorce and the Family Business by Liz Cleary-Rodriguez of Boodle Hatfield's specialist Family Business Group. Practical suggestions on how family business owners can protect their assets. http://www.step.org/special_interest_groups_-_sigs/business_families/business_families_articles/divorce_and_family_business.aspx?lang=en-gb http://www.step.org/special_interest_groups_-_sigs/business_families/business_families_articles/divorce_and_family_business.aspx?lang=en-gb Mon, 16 Jun 2008 12:23:00 GMT James Baverstock Formalising the Informal Many family businesses are run informally with little in the way of governance structure or recognised process; the business owners and managers simply reacting to changing circumstances as and when the need arises. By addressing at an early stage questions relating to (among others) succession to ownership, managerial change, conflict and promotion, a business can avoid stalling when these issues are presented. http://www.step.org/special_interest_groups/business_families/business_families_articles/formalising_the_informal.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/formalising_the_informal.aspx?lang=en-gb Mon, 16 Jun 2008 12:33:00 GMT James Baverstock The Companies Act 2006 - Frequently Asked Questions for Private Companies List of frequently asked questions about the impact of the new Companies Act 2006, compiled by Tim Taylor, Withers LLP. http://www.step.org/special_interest_groups/business_families/business_families_articles/the_companies_act_2006.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_articles/the_companies_act_2006.aspx?lang=en-gb Mon, 16 Jun 2008 12:40:00 GMT James Baverstock Business Families News Business Families - News. News items of interest to this Special Interest Group are posted here. http://www.step.org/special_interest_groups/business_families/business_families_news.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_news.aspx?lang=en-gb Tue, 08 Dec 2009 11:33:00 GMT Jeff Claudius Entries open for STEP Private Client Awards 2013-14 with a new family business category The STEP Private Client Awards is your opportunity to demonstrate excellence to your peer group and clients Submit your entry on the STEP website from 1 March to 31 May 2012. http://www.step.org/special_interest_groups/business_families/business_families_news/step_pca_2013-1.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_news/step_pca_2013-1.aspx?lang=en-gb Fri, 01 Mar 2013 12:00:00 GMT Emma Yeats Family businesses wanted for the next series of BBC Two’s The Fixer Family businesses wanted for BBC2 TV programme http://www.step.org/special_interest_groups/business_families/business_families_news/busfam_for_bbc_two_programme.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_news/busfam_for_bbc_two_programme.aspx?lang=en-gb Tue, 28 Feb 2012 14:29:00 GMT Emma Yeats The second intake for the STEP Advanced Certificate in Family Business Advising is now open The second intake for the STEP Advanced Certificate in Family Business Advising is now open http://www.step.org/special_interest_groups/business_families/business_families_news/busfam_certificate_2nd_intake.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_news/busfam_certificate_2nd_intake.aspx?lang=en-gb Tue, 28 Feb 2012 14:29:00 GMT Emma Yeats Date for your diary: STEP Private Client Awards 2012 nominations open on 1 March Date for your diary: STEP Private Client Awards 201213 nominations open on 1 March, 2012 http://www.step.org/special_interest_groups/business_families/business_families_news/step_pca_2012.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_news/step_pca_2012.aspx?lang=en-gb Tue, 28 Feb 2012 14:21:00 GMT Emma Yeats STEP Advanced Certificate in Family Business Advising now open for enrolment This new Advanced Certificate aims to help the advisor to build the complex mix of competencies required to offer an effective and wide-ranging service to the family enterprise. The course will be of interest to anybody working, or wishing to work, with a family enterprise from within the bounds of their own profession of origin. http://www.step.org/special_interest_groups/business_families/business_families_news/certificate-family_enterprise.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_news/certificate-family_enterprise.aspx?lang=en-gb Mon, 17 Oct 2011 16:29:00 GMT Emma Yeats Family Businesses wanted for a new BBC 2 business TV programme New series for BBC 2 all about family businesses and the ups, downs and complexities of running a great family business. http://www.step.org/special_interest_groups_-_sigs/business_families/business_families_news/family_businesses_wanted.aspx?lang=en-gb http://www.step.org/special_interest_groups_-_sigs/business_families/business_families_news/family_businesses_wanted.aspx?lang=en-gb Mon, 17 Oct 2011 15:58:00 GMT Emma Yeats FFI 2010 Annual Conference The latest information on the FFI 2010 Annual conference. http://www.step.org/special_interest_groups/business_families/business_families_news/ffi_2010_annual_conference.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_news/ffi_2010_annual_conference.aspx?lang=en-gb Mon, 20 Sep 2010 10:14:00 GMT James Baverstock Family-Run Business Initiative The Law Society of Scotland has joined with the Scottish Family Business Association to look at the distinctive legal services required by family businesses. http://www.step.org/special_interest_groups/business_families/business_families_news/family-run_business_initiative.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_news/family-run_business_initiative.aspx?lang=en-gb Tue, 14 Sep 2010 14:06:00 GMT Emma Yeats Family Offices Seek New Private Equity Opportunities in 2010 Research by LPEQ, the group of European listed private equity companies, has revealed that 57% of European family offices are considering increasing their exposure to private equity this year. http://www.step.org/special_interest_groups/business_families/business_families_news/family_offices.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_news/family_offices.aspx?lang=en-gb Tue, 14 Sep 2010 14:10:00 GMT Emma Yeats Interview with Jonathan Sutton Jonathan Sutton of Dixon Wilson was interviewed in relation to his role as Consulting Editor for the Business Families and Family Businesses: The STEP Handbook for Advisers. http://www.step.org/special_interest_groups/business_families/business_families_news/interview_with_jonathan_sutton.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_news/interview_with_jonathan_sutton.aspx?lang=en-gb Wed, 09 Dec 2009 13:25:00 GMT James Baverstock Business Families and Family Business: The STEP Handbook for Advisers Advisors are often called upon to provide specific guidance to families whose principal asset both financially and emotionally is a family business. STEP has collaborated with Globe to produce a guide to assist advisors in this complex area. http://www.step.org/special_interest_groups/business_families/business_families_news/step_handbook_for_advisers.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_news/step_handbook_for_advisers.aspx?lang=en-gb Mon, 11 May 2009 13:53:00 GMT Emma Yeats Business Families Forthcoming Events Details of forthcoming business families events http://www.step.org/special_interest_groups/business_families/business_families_events.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_events.aspx?lang=en-gb Wed, 16 Jun 2010 10:35:00 GMT Emma Yeats Webinar Event Materials . http://www.step.org/special_interest_groups/business_families/business_families_events/webinar_event_docs_27_sept_12.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_events/webinar_event_docs_27_sept_12.aspx?lang=en-gb Wed, 15 Feb 2012 16:07:00 GMT Emma Yeats Webinar Event Materials . http://www.step.org/special_interest_groups/business_families/business_families_events/webinar_event_docs_16_oct_12.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_events/webinar_event_docs_16_oct_12.aspx?lang=en-gb Wed, 15 Feb 2012 16:07:00 GMT Emma Yeats Webinar Event Materials . http://www.step.org/special_interest_groups/business_families/business_families_events/webinar_event_docs_14_nov_-12.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_events/webinar_event_docs_14_nov_-12.aspx?lang=en-gb Wed, 15 Feb 2012 16:07:00 GMT Emma Yeats Webinar Event Materials . http://www.step.org/special_interest_groups/business_families/business_families_events/webinar_event_docs_23_apri_13.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_events/webinar_event_docs_23_apri_13.aspx?lang=en-gb Wed, 15 Feb 2012 16:07:00 GMT Emma Yeats Business Families Past Events Summary Business Families Events Summary http://www.step.org/special_interest_groups/business_families/events_summary.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/events_summary.aspx?lang=en-gb Tue, 08 Dec 2009 11:30:00 GMT Jeff Claudius NeXt Generation. New Generations Boston, 12-15 October 2011 http://www.step.org/special_interest_groups/business_families/events_summary/boston_12-15_october_2011.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/events_summary/boston_12-15_october_2011.aspx?lang=en-gb Mon, 17 Oct 2011 11:40:00 GMT Emma Yeats Family Ties London, 6 October 2011 http://www.step.org/special_interest_groups/business_families/events_summary/london_6_october_2011.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/events_summary/london_6_october_2011.aspx?lang=en-gb Mon, 17 Oct 2011 11:34:00 GMT Emma Yeats STEP Private Client Awards 2011 London, 15 September 2011 http://www.step.org/special_interest_groups/business_families/events_summary/london_15_september_2011.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/events_summary/london_15_september_2011.aspx?lang=en-gb Mon, 17 Oct 2011 11:29:00 GMT Emma Yeats Issues Surrounding Trust Ownership of the Family Business Auckland, 15 February 2011 http://www.step.org/special_interest_groups/business_families/events_summary/auckland_15_february_2011.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/events_summary/auckland_15_february_2011.aspx?lang=en-gb Mon, 17 Oct 2011 11:21:00 GMT Emma Yeats Crossing Cultures Aligning Multiple Generations of Family Enterprise San Francisco, 15 December 2010 http://www.step.org/special_interest_groups/business_families/events_summary/san_franciso_15_december_2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/events_summary/san_franciso_15_december_2010.aspx?lang=en-gb Tue, 25 Jan 2011 15:13:00 GMT Emma Yeats Addicted Clients - A Practical and Results Oriented Approach to Addiction and Dependency London, 9 June 2009 http://www.step.org/special_interest_groups/business_families/events_summary/london_9_june_2009.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/events_summary/london_9_june_2009.aspx?lang=en-gb Tue, 12 Dec 2006 14:35:00 GMT Emma Yeats How One Enterprising Family Addressed the Really Big Questions London, 21 January 2009 http://www.step.org/special_interest_groups/business_families/events_summary/london_21_january_2009.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/events_summary/london_21_january_2009.aspx?lang=en-gb Mon, 11 May 2009 13:46:00 GMT Emma Yeats Business Families Workshop London, 29 April 2008 http://www.step.org/special_interest_groups/business_families/events_summary/london_29_april_2008.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/events_summary/london_29_april_2008.aspx?lang=en-gb Tue, 17 Jun 2008 14:05:00 GMT Jeff Claudius Business Families Webinar Archive Replays of Business Family Webinars http://www.step.org/special_interest_groups/business_families/webinar_archive.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/webinar_archive.aspx?lang=en-gb Tue, 08 Dec 2009 11:30:00 GMT Emma Yeats Governance of Family Wealth Across Generations Held 23 April 2013 http://www.step.org/special_interest_groups/business_families/webinar_archive/23_april_2013.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/webinar_archive/23_april_2013.aspx?lang=en-gb Mon, 28 Jan 2013 15:13:00 GMT Emma Yeats The Family Business, the Trustees and the Court: A Trustee’s Survival Guide Held 14 November 2012 http://www.step.org/special_interest_groups/business_families/webinar_archive/14_november_2012.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/webinar_archive/14_november_2012.aspx?lang=en-gb Mon, 28 Jan 2013 15:13:00 GMT Emma Yeats Discretions in Private Trust Administration Held 16 October 2012 http://www.step.org/special_interest_groups/business_families/webinar_archive/16_october_2012.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/webinar_archive/16_october_2012.aspx?lang=en-gb Mon, 28 Jan 2013 15:13:00 GMT Emma Yeats Dovetailing Asset Protection, Devolution and Tax: Advice for Both the Retiring and Next Generation Held 27 September 2012 http://www.step.org/special_interest_groups/business_families/webinar_archive/27_september_2012.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/webinar_archive/27_september_2012.aspx?lang=en-gb Mon, 28 Jan 2013 15:13:00 GMT Emma Yeats Business Families Education and CPD Business Families Education and Continuing Professional Development http://www.step.org/special_interest_groups/business_families/education_and_cpd.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/education_and_cpd.aspx?lang=en-gb Thu, 21 Jun 2012 21:16:00 GMT Emma Yeats Business Family Fundamentals Business Family Fundamentals is an online multimedia course developed by the Business Families Foundation (BFF)and accredited by STEP for structured Continuing Professional Development(CPD). http://www.step.org/special_interest_groups/business_families/education_and_cpd/business_family_fundamentals.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/education_and_cpd/business_family_fundamentals.aspx?lang=en-gb Thu, 21 Jun 2012 21:18:00 GMT Emma Yeats STEP Advanced Certificate in Family Business Advising STEP Advanced Certificate in Family Business Advising http://www.step.org/special_interest_groups/business_families/education_and_cpd/step_family_business_cert.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/education_and_cpd/step_family_business_cert.aspx?lang=en-gb Thu, 21 Jun 2012 21:16:00 GMT Emma Yeats Business Families Resources Useful publications and links for family business issues. http://www.step.org/special_interest_groups_sigs/business_families/business_families_resources.aspx?lang=en-gb http://www.step.org/special_interest_groups_sigs/business_families/business_families_resources.aspx?lang=en-gb Tue, 08 Dec 2009 11:40:00 GMT Emma Yeats The STEP Handbook for Advisers: Business Families and Family Business Advisers are often called upon to provide specific guidance to families whose principal asset both financially and emotionally is a family business. The book is intended to increase advisors knowledge and also develop practical skills necessary to assist these families. http://www.step.org/special_interest_groups/business_families/business_families_resources/step_handbook_for_advisers.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_resources/step_handbook_for_advisers.aspx?lang=en-gb Mon, 11 May 2009 13:53:00 GMT Emma Yeats The STEP Handbook for Advisors: Family Offices Handbook for Advisers: Family Offices http://www.step.org/special_interest_groups/business_families/business_families_resources/step_handbook_for_advisers-1.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_resources/step_handbook_for_advisers-1.aspx?lang=en-gb Mon, 11 May 2009 13:53:00 GMT Emma Yeats Business Families Research Papers and Studies Research papers and studies in the field of family business. http://www.step.org/special_interest_groups/business_families/business_families_research.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_research.aspx?lang=en-gb Tue, 08 Dec 2009 11:30:00 GMT Jeff Claudius Engaging Advisors: Family Business Research Research commissioned by the Society of Trust and Estate Practitioners (STEP) and the Institute for Family Business with UCG (IFB) http://www.step.org/special_interest_groups/business_families/business_families_research/engaging_advisors.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_research/engaging_advisors.aspx?lang=en-gb Fri, 15 Mar 2013 10:30:00 GMT Emma Yeats Indian Family Businesses: Their Survival Beyond Three Generations With exploratory research in the field of family businesses often limited to Western academics, this paper explores Indian aspects of family business, a country where family businesses constitute the majority of businesses http://www.step.org/special_interest_groups/business_families/business_families_research/survival_beyond_3_generations.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_research/survival_beyond_3_generations.aspx?lang=en-gb Tue, 28 Feb 2012 12:21:00 GMT Jeff Claudius India’s Business Families: Redefining the Roles Author: Ms. Vijayalakshmi Menon, Placement & Training Officer, V.L.B Janakiammal College of Arts & SciencePaper presented at the First Asian Indian School of Business (ISB) Conference on Family Business, 1-3 February 2008, Hyderabad, India http://www.step.org/special_interest_groups/business_families/business_families_research/redefining_the_roles.aspx?lang=en-gb http://www.step.org/special_interest_groups/business_families/business_families_research/redefining_the_roles.aspx?lang=en-gb Tue, 28 Feb 2012 12:46:00 GMT Jeff Claudius Charities Special Interest Group Charities Special Interest Group http://www.step.org/special_interest_groups/charities.aspx?lang=en-gb http://www.step.org/special_interest_groups/charities.aspx?lang=en-gb Thu, 22 Mar 2012 15:33:00 GMT Emma Yeats Charities UK Special Interest Group With a current membership of well over 100 drawn largely from London Central and City branches and representative of a range of disciplines, the Group organises talks exploring relevant and topical issues (see below) as well as an annual social event. http://www.step.org/special_interest_groups/charities/charities_uk.aspx?lang=en-gb http://www.step.org/special_interest_groups/charities/charities_uk.aspx?lang=en-gb Tue, 08 Dec 2009 11:59:00 GMT Emma Yeats Join the Charities UK Group Application form to join the Charities UK Special Interest Group http://www.step.org/special_interest_groups/charities/charities_uk/join.aspx?lang=en-gb http://www.step.org/special_interest_groups/charities/charities_uk/join.aspx?lang=en-gb Tue, 19 Feb 2013 13:38:00 GMT Emma Yeats Charities UK Special Interest Group Steering Committee Charities UK Special Interest Group Officers http://www.step.org/special_interest_groups/charities/charities_uk/charities_uk_steering_committe.aspx?lang=en-gb http://www.step.org/special_interest_groups/charities/charities_uk/charities_uk_steering_committe.aspx?lang=en-gb Tue, 19 Feb 2013 13:26:00 GMT Emma Yeats Charities UK Governance AGM Notice and Agenda and Charity Special Interest Group Accounts http://www.step.org/special_interest_groups/charities/charities_uk/charities_uk_governance.aspx?lang=en-gb http://www.step.org/special_interest_groups/charities/charities_uk/charities_uk_governance.aspx?lang=en-gb Tue, 19 Feb 2013 14:59:00 GMT Emma Yeats Charities UK Forthcoming Events Details of talks are sent by e-mail to all Charity Special Interest Group members and will also appear here. http://www.step.org/special_interest_groups/charities/charities_uk/charities_uk_forthcoming_event.aspx?lang=en-gb http://www.step.org/special_interest_groups/charities/charities_uk/charities_uk_forthcoming_event.aspx?lang=en-gb Tue, 08 Dec 2009 12:00:00 GMT Emma Yeats Charities UK Previous Events List of events held to date by the STEP Charity Special Interest Group. http://www.step.org/special_interest_groups_sigs/charities_uk/charities_uk_previous_talks.aspx?lang=en-gb http://www.step.org/special_interest_groups_sigs/charities_uk/charities_uk_previous_talks.aspx?lang=en-gb Tue, 08 Dec 2009 11:59:00 GMT Emma Yeats Charities UK Publications Charities UK Publications http://www.step.org/special_interest_groups/charities/charities_uk/charities_uk_publications.aspx?lang=en-gb http://www.step.org/special_interest_groups/charities/charities_uk/charities_uk_publications.aspx?lang=en-gb Mon, 13 Dec 2010 14:14:00 GMT Emma Yeats Charity First Series - member offer The Charity First Series is a growing library of electronic publications, designed to offer practical, reliable and straightforward guidance to everyone working in, with, or for the not-for-profit sector. http://www.step.org/special_interest_groups/charities/charities_uk/charities_uk_publications/charity_first_series.aspx?lang=en-gb http://www.step.org/special_interest_groups/charities/charities_uk/charities_uk_publications/charity_first_series.aspx?lang=en-gb Mon, 10 Dec 2012 17:21:00 GMT Emma Yeats Charities UK: Contact Us Contact the Charities UK Special Interest Group http://www.step.org/special_interest_groups/charities/charities_uk/contact_details.aspx?lang=en-gb http://www.step.org/special_interest_groups/charities/charities_uk/contact_details.aspx?lang=en-gb Tue, 19 Feb 2013 13:38:00 GMT Emma Yeats Sydney Charities Special Interest Group The Sydney Charities Group was launched at Merrill Lynch Sydney on 6th July 2005.We have taken an initial focus on Corporate Responsibility and the role philanthropy plays in this area of corporate strategic planning. http://www.step.org/special_interest_groups/charities/sydney_charities_group.aspx?lang=en-gb http://www.step.org/special_interest_groups/charities/sydney_charities_group.aspx?lang=en-gb Tue, 08 Dec 2009 12:01:00 GMT Emma Yeats Sydney Charities Group Officers Sydney Charities Special Interest Group Committee Officers http://www.step.org/special_interest_groups/charities/sydney_charities_group/sydney_charities_group_officer.aspx?lang=en-gb http://www.step.org/special_interest_groups/charities/sydney_charities_group/sydney_charities_group_officer.aspx?lang=en-gb Tue, 19 Feb 2013 15:42:00 GMT Emma Yeats Sydney Charities Forthcoming Events Sydney Charities Forthcoming Events http://www.step.org/special_interest_groups/charities/sydney_charities_group/forthcoming_events.aspx?lang=en-gb http://www.step.org/special_interest_groups/charities/sydney_charities_group/forthcoming_events.aspx?lang=en-gb Tue, 19 Feb 2013 15:41:00 GMT Emma Yeats Cross-Border Estates Special Interest Group (C-BEG) The STEP Cross Border Estates Group (C-BEG) seeks to enhance the knowledge of STEP members about succession and property law and practice in overseas jurisdictions with particular reference to other European countries. http://www.step.org/special_interest_groups/cross-border_estates.aspx?lang=en-gb http://www.step.org/special_interest_groups/cross-border_estates.aspx?lang=en-gb Tue, 08 Dec 2009 12:02:00 GMT Emma Yeats Cross-Border Estates Steering Committee Cross Border Estates Group Steering Committee http://www.step.org/special_interest_groups/cross-border_estates/cbeg_steering_committee.aspx?lang=en-gb http://www.step.org/special_interest_groups/cross-border_estates/cbeg_steering_committee.aspx?lang=en-gb Tue, 08 Dec 2009 12:02:00 GMT Emma Yeats Cross-Border Estates Forthcoming Events Cross-Border Estates Special Interest Group Upcoming Events http://www.step.org/special_interest_groups/cross-border_estates/cross-border_estates_events.aspx?lang=en-gb http://www.step.org/special_interest_groups/cross-border_estates/cross-border_estates_events.aspx?lang=en-gb Tue, 02 Feb 2010 15:35:00 GMT Emma Yeats Cross-Border Estates News Cross border estates related news http://www.step.org/special_interest_groups/cross-border_estates/cross-border_estates_news.aspx?lang=en-gb http://www.step.org/special_interest_groups/cross-border_estates/cross-border_estates_news.aspx?lang=en-gb Thu, 28 Jan 2010 11:04:00 GMT Emma Yeats Cross-Border Estates Group Qualified Practitioner Student of the Year Prize Cross-Border Estates Qualified Practitioner Student of the Year Prize http://www.step.org/special_interest_groups/cross-border_estates/cross-border_estates_prize.aspx?lang=en-gb http://www.step.org/special_interest_groups/cross-border_estates/cross-border_estates_prize.aspx?lang=en-gb Tue, 22 May 2012 14:48:00 GMT Emma Yeats Cross-Border Estates Articles Cross border estates related articles http://www.step.org/special_interest_groups/cross-border_estates/cross-border_estates_articles.aspx?lang=en-gb http://www.step.org/special_interest_groups/cross-border_estates/cross-border_estates_articles.aspx?lang=en-gb Thu, 28 Jan 2010 10:57:00 GMT Emma Yeats Cross-Border Estates Useful Links Cross Border Estates Group links to useful resources http://www.step.org/special_interest_groups/cross-border_estates/cross-border_estates_links.aspx?lang=en-gb http://www.step.org/special_interest_groups/cross-border_estates/cross-border_estates_links.aspx?lang=en-gb Mon, 25 Jan 2010 15:11:00 GMT Emma Yeats Contentious Trusts and Estates Special Interest Group Contentious Trusts and Estates Special Interest Group: About Us http://www.step.org/special_interest_groups/contentious_trusts__estates.aspx?lang=en-gb http://www.step.org/special_interest_groups/contentious_trusts__estates.aspx?lang=en-gb Tue, 05 Feb 2013 11:54:00 GMT Emma Yeats Contentious Trusts and Estates Steering Committee Contentious Trusts and Estates Steering Committee http://www.step.org/special_interest_groups/contentious_trusts__estates/steering_committee.aspx?lang=en-gb http://www.step.org/special_interest_groups/contentious_trusts__estates/steering_committee.aspx?lang=en-gb Tue, 05 Feb 2013 13:01:00 GMT Emma Yeats Contentious Trusts and Estates Forthcoming Events Details of forthcoming Contentious Trusts and Estates events http://www.step.org/special_interest_groups/contentious_trusts__estates/contentious_trusts_events.aspx?lang=en-gb http://www.step.org/special_interest_groups/contentious_trusts__estates/contentious_trusts_events.aspx?lang=en-gb Wed, 16 Jun 2010 10:35:00 GMT Emma Yeats Webinar Event Materials . http://www.step.org/special_interest_groups/contentious_trusts__estates/contentious_trusts_events/webinar_event_docs_20_may13.aspx?lang=en-gb http://www.step.org/special_interest_groups/contentious_trusts__estates/contentious_trusts_events/webinar_event_docs_20_may13.aspx?lang=en-gb Wed, 15 Feb 2012 16:07:00 GMT Emma Yeats Contentious Trusts and Estates Webinar Archive Replays of Contentious Trusts and Estates Webinars http://www.step.org/special_interest_groups/contentious_trusts__estates/webinar_archive_-_cte.aspx?lang=en-gb http://www.step.org/special_interest_groups/contentious_trusts__estates/webinar_archive_-_cte.aspx?lang=en-gb Tue, 08 Dec 2009 11:30:00 GMT Emma Yeats Trustees' decision-making - 'inadequate consideration' and mistake: the Supreme Court in Pitt v Holt and Futter v Futter Held 20 May 2013 http://www.step.org/special_interest_groups/contentious_trusts__estates/webinar_archive_-_cte/20_may_2013.aspx?lang=en-gb http://www.step.org/special_interest_groups/contentious_trusts__estates/webinar_archive_-_cte/20_may_2013.aspx?lang=en-gb Mon, 28 Jan 2013 15:13:00 GMT Emma Yeats Contentious Trusts and Estates related Education and CPD Contentious Trusts and Estates related Education and Continuing Professional Development http://www.step.org/special_interest_groups/contentious_trusts__estates/education_and_cpd.aspx?lang=en-gb http://www.step.org/special_interest_groups/contentious_trusts__estates/education_and_cpd.aspx?lang=en-gb Thu, 21 Jun 2012 21:16:00 GMT Emma Yeats STEP Advanced Certificate in Trust Disputes STEP Advanced Certificate in Trust Disputes http://www.step.org/special_interest_groups/contentious_trusts__estates/education_and_cpd/certificate_in_trust_disputes.aspx?lang=en-gb http://www.step.org/special_interest_groups/contentious_trusts__estates/education_and_cpd/certificate_in_trust_disputes.aspx?lang=en-gb Wed, 27 Feb 2013 15:44:00 GMT Emma Yeats STEP Advanced Certificate in Mediation STEP Advanced Certificate in Mediation http://www.step.org/special_interest_groups/contentious_trusts__estates/education_and_cpd/certificate_in_mediation.aspx?lang=en-gb http://www.step.org/special_interest_groups/contentious_trusts__estates/education_and_cpd/certificate_in_mediation.aspx?lang=en-gb Wed, 27 Feb 2013 15:46:00 GMT Emma Yeats Alternative Dispute Resolution: Mediation Trust and estate disputes are well suited to Alternative Dispute Resolution, mediation in particular. Here you will find some useful resources. http://www.step.org/special_interest_groups/contentious_trusts__estates/mediation.aspx?lang=en-gb http://www.step.org/special_interest_groups/contentious_trusts__estates/mediation.aspx?lang=en-gb Tue, 08 Dec 2009 11:38:00 GMT Emma Yeats Mediation Resources Mediating trust disputes - practical guidance for trustees or personal representatives and beneficiaries. http://www.step.org/special_interest_groups/contentious_trusts__estates/mediation/mediation_resources.aspx?lang=en-gb http://www.step.org/special_interest_groups/contentious_trusts__estates/mediation/mediation_resources.aspx?lang=en-gb Tue, 08 Dec 2009 11:51:00 GMT Emma Yeats Mediation Articles Articles discussing how best to use mediation to resolve disputes which concern trusts and estates. http://www.step.org/special_interest_groups/contentious_trusts__estates/mediation/mediation_articles.aspx?lang=en-gb http://www.step.org/special_interest_groups/contentious_trusts__estates/mediation/mediation_articles.aspx?lang=en-gb Tue, 08 Dec 2009 11:56:00 GMT Emma Yeats Mediation Helpful Links List of other helpful websites for Mediation. http://www.step.org/special_interest_groups/contentious_trusts__estates/mediation/mediation_helpful_links.aspx?lang=en-gb http://www.step.org/special_interest_groups/contentious_trusts__estates/mediation/mediation_helpful_links.aspx?lang=en-gb Tue, 08 Dec 2009 11:58:00 GMT Emma Yeats Mediation FAQs List of frequently asked questions often raised regarding mediation. http://www.step.org/special_interest_groups/contentious_trusts__estates/mediation/mediation_faqs.aspx?lang=en-gb http://www.step.org/special_interest_groups/contentious_trusts__estates/mediation/mediation_faqs.aspx?lang=en-gb Tue, 08 Dec 2009 11:57:00 GMT Emma Yeats Mediation Disclaimer The information and opinions which it contains are not intended to be a comprehensive study, nor to provide legal advice, and should not be treated as a substitute for legal advice concerning particular situations http://www.step.org/special_interest_groups/contentious_trusts__estates/mediation/mediation_disclaimer.aspx?lang=en-gb http://www.step.org/special_interest_groups/contentious_trusts__estates/mediation/mediation_disclaimer.aspx?lang=en-gb Tue, 08 Dec 2009 11:58:00 GMT Emma Yeats Mental Capacity The Mental Capacity Special Interest Group (SIG) was established in late 2010 to recognise the increasing work that STEP practitioners are undertaking where there are issues concerning capacity. The incapacitated client can be one of any age and each one needs specialist advice taking into account their particular circumstances. http://www.step.org/special_interest_groups/mental_capacity.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity.aspx?lang=en-gb Mon, 08 Aug 2011 13:52:00 GMT Emma Yeats Mental Capacity Steering Committee Mental Capacity Special Interest Group Steering Committee http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_steering_commi.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_steering_commi.aspx?lang=en-gb Tue, 08 Dec 2009 12:02:00 GMT Emma Yeats Inaugural Steering Committee Applications February 2012 Mental Capacity Special Interest Group Inaugural Steering Committee Application February 2012 http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_steering_commi/committee_applications_feb_12.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_steering_commi/committee_applications_feb_12.aspx?lang=en-gb Tue, 21 Feb 2012 12:28:00 GMT Emma Yeats Mental Capacity Events Upcoming events of the Mental Capacity Special Interest Group http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_events.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_events.aspx?lang=en-gb Fri, 28 Oct 2011 09:53:00 GMT Emma Yeats Jurisdictional Reference Guides Mental Capacity Jurisdictional Reference Guides http://www.step.org/special_interest_groups/mental_capacity/jurisdictional_guides.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/jurisdictional_guides.aspx?lang=en-gb Tue, 22 Nov 2011 09:34:00 GMT Emma Yeats North America Mental Capacity Jurisdictional Guides for North America http://www.step.org/special_interest_groups/mental_capacity/jurisdictional_guides/north_america.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/jurisdictional_guides/north_america.aspx?lang=en-gb Tue, 22 Nov 2011 11:53:00 GMT Emma Yeats Europe Mental Capacity Jurisdictional Guides for Europe http://www.step.org/special_interest_groups/mental_capacity/jurisdictional_guides/europe.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/jurisdictional_guides/europe.aspx?lang=en-gb Tue, 22 Nov 2011 11:54:00 GMT Emma Yeats Asia and Australasia Mental Capacity Jurisdictional Guides for Asia and Australasia http://www.step.org/special_interest_groups/mental_capacity/jurisdictional_guides/asia_and_australasia.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/jurisdictional_guides/asia_and_australasia.aspx?lang=en-gb Tue, 22 Nov 2011 11:54:00 GMT Emma Yeats South America Mental Capacity Jurisdictional Guides for South America http://www.step.org/special_interest_groups/mental_capacity/jurisdictional_guides/south_america.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/jurisdictional_guides/south_america.aspx?lang=en-gb Sat, 23 Feb 2013 10:03:00 GMT Emma Yeats Mental Capacity Articles Articles relating to Mental Capacity http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles.aspx?lang=en-gb Tue, 08 Dec 2009 11:30:00 GMT Jeff Claudius Book review: Mental Capacity Law and Practice (2nd edition) STEP Journal February 2013, Caroline Bielanska http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/book_review.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/book_review.aspx?lang=en-gb Wed, 20 Feb 2013 12:39:00 GMT Emma Yeats Law Commission announces review of hate crime (including disability hate crime) Press release 14 December 2012 http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/law_commission_hate_crime.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/law_commission_hate_crime.aspx?lang=en-gb Wed, 20 Feb 2013 10:15:00 GMT Emma Yeats The inherent jurisdiction Thirty Nine Essex Street, December 2012 http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/the_inherent_jurisdiction.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/the_inherent_jurisdiction.aspx?lang=en-gb Wed, 20 Feb 2013 10:07:00 GMT Emma Yeats I'm shutting down now Digital assets and legacies, STEP Journal November 2012, Julia Abrey http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/im_shutting_down_now.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/im_shutting_down_now.aspx?lang=en-gb Wed, 20 Feb 2013 12:36:00 GMT Emma Yeats Update on recent activities from the SIG written by Chairman, Julia Abrey Elder Law Journal (Jordan Publishing, September 2012, Issue 3, Volume 2) http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/update_by_julia_for_elj.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/update_by_julia_for_elj.aspx?lang=en-gb Tue, 19 Feb 2013 13:15:00 GMT Emma Yeats Summary of the new Swiss Guardianship Act - May 2012 The introduction of lasting powers of attorney, living wills and health care proxies offers some welcome new tools for planning in Switzerland. http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/swiss_guardianship_act-may_12.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/swiss_guardianship_act-may_12.aspx?lang=en-gb Fri, 01 Jun 2012 12:28:00 GMT Emma Yeats Mental Capacity Special Focus, May 2012 STEP Journal, May 2012 http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/journal_special_focus_may_2012.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/journal_special_focus_may_2012.aspx?lang=en-gb Tue, 24 Apr 2012 17:45:00 GMT Emma Yeats Estate Planning to Benefit Family Members with Special Needs Client Advisory for Ontario, Canada http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/estate_planning_-_ontario.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/estate_planning_-_ontario.aspx?lang=en-gb Tue, 24 Apr 2012 17:40:00 GMT Emma Yeats Acting as a Certificate Provider Private Client Yearbook 2012 http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/acting_as_certificate_provider.aspx?lang=en-gb http://www.step.org/special_interest_groups/mental_capacity/mental_capacity_articles/acting_as_certificate_provider.aspx?lang=en-gb Tue, 24 Apr 2012 17:43:00 GMT Emma Yeats Philanthropy Advisors The private client industry plays a crucial part in building the philanthropy advice market...The majority of private client advisors now say they offer philanthropy advice to clients http://www.step.org/special_interest_groups/philanthropy_advisors.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors.aspx?lang=en-gb Mon, 13 Dec 2010 14:11:00 GMT Emma Yeats Philanthropy Steering Committee Philanthropy Steering Committee http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_steering_committe.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_steering_committe.aspx?lang=en-gb Mon, 13 Dec 2010 14:12:00 GMT Emma Yeats Philanthropy Advisors Forthcoming Events Philanthropy Advisors Special Interest Group Forthcoming Events http://www.step.org/special_interest_groups_sigs/philanthropy_advisors/philanthropy_upcoming_events.aspx?lang=en-gb http://www.step.org/special_interest_groups_sigs/philanthropy_advisors/philanthropy_upcoming_events.aspx?lang=en-gb Fri, 28 Oct 2011 10:19:00 GMT Emma Yeats Philanthropy Advisors Past Events Summary Philanthropy Advisors Special Interest Group - Past events http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_past_events.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_past_events.aspx?lang=en-gb Mon, 13 Dec 2010 14:13:00 GMT Emma Yeats 2012 Philanthropy Events from 2012 http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_past_events/2012.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_past_events/2012.aspx?lang=en-gb Tue, 22 May 2012 10:53:00 GMT Emma Yeats 2011 Philanthropy Events from 2011 http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_past_events/2011.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_past_events/2011.aspx?lang=en-gb Fri, 21 Jan 2011 12:22:00 GMT Emma Yeats 2010 Philanthropy Events from 2010 http://www.step.org/special_interest_groups_sigs/philanthropy_advisors/philanthropy_upcoming_events/philanthropy_past_events/2010.aspx?lang=en-gb http://www.step.org/special_interest_groups_sigs/philanthropy_advisors/philanthropy_upcoming_events/philanthropy_past_events/2010.aspx?lang=en-gb Fri, 21 Jan 2011 12:23:00 GMT Emma Yeats 2009 Philanthropy Events from 2009 http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_upcoming_events/philanthropy_past_events/2009.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_upcoming_events/philanthropy_past_events/2009.aspx?lang=en-gb Fri, 21 Jan 2011 12:23:00 GMT Emma Yeats 2008 Philanthropy Events from 2008 http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_past_events/2008.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_past_events/2008.aspx?lang=en-gb Fri, 21 Jan 2011 12:24:00 GMT Emma Yeats 2007 Philanthropy Events from 2007 http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_upcoming_events/philanthropy_past_events/2007.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_upcoming_events/philanthropy_past_events/2007.aspx?lang=en-gb Fri, 21 Jan 2011 12:24:00 GMT Emma Yeats Encouraging giving from the mass affluent 1 May 2013, London http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_past_events/1_may_2013.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_past_events/1_may_2013.aspx?lang=en-gb Thu, 23 May 2013 11:00:00 GMT Emma Yeats Who is a philanthropy advisor? 13 February 2013, London http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_past_events/13_feb_2013.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_past_events/13_feb_2013.aspx?lang=en-gb Wed, 20 Feb 2013 13:07:00 GMT Emma Yeats Social investment is a tool, not a mission 30 November 2012, London http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_past_events/30_nov_2012.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_past_events/30_nov_2012.aspx?lang=en-gb Wed, 20 Feb 2013 13:30:00 GMT Emma Yeats Philanthropy advice: is the current business model right for your clients? 21 February 2012, London http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_past_events/london_21_february_2012.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_past_events/london_21_february_2012.aspx?lang=en-gb Tue, 22 May 2012 10:57:00 GMT Emma Yeats Philanthropy Advisors News and Articles Philanthropy News and Articles http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles.aspx?lang=en-gb Mon, 13 Dec 2010 14:12:00 GMT Emma Yeats 2012 Archive http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2012.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2012.aspx?lang=en-gb Fri, 21 Jan 2011 12:21:00 GMT Emma Yeats 2011 Archive http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2011.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2011.aspx?lang=en-gb Fri, 21 Jan 2011 12:21:00 GMT Emma Yeats January Philanthropy News from January 2011 http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2011/january.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2011/january.aspx?lang=en-gb Fri, 11 Feb 2011 10:35:00 GMT Emma Yeats February Philanthropy News from February 2011 http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2011/february.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2011/february.aspx?lang=en-gb Fri, 11 Feb 2011 10:36:00 GMT Emma Yeats March A group of charities and professional financial and legal advisors is calling for the Government to introduce Lifetime Legacies, a new tax effective method of giving to charity. http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2011/march.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2011/march.aspx?lang=en-gb Fri, 11 Feb 2011 10:36:00 GMT Emma Yeats 2010 Archive http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010.aspx?lang=en-gb Thu, 13 Jan 2011 10:41:00 GMT Emma Yeats STEP welcomes DCMS review of tax incentives for giving STEP has welcomed the review, announced by Culture Secretary Jeremy Hunt, of proposals to encourage the wealthy to give more money to charity STEP also welcomes the report on endowments, by Neil MacGregor, which recommended that government introduce charitable remainder trusts and introduce additional reliefs for endowments http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/step_welcomes_dcms_review_of_t.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/step_welcomes_dcms_review_of_t.aspx?lang=en-gb Mon, 13 Dec 2010 14:16:00 GMT Daniela Marucchi-Chierro January 2010 Philanthropy News from January 2010 http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/january_2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/january_2010.aspx?lang=en-gb Fri, 14 Jan 2011 16:56:00 GMT Emma Yeats February 2010 Philanthropy News from February 2010 http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/february_2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/february_2010.aspx?lang=en-gb Fri, 14 Jan 2011 16:56:00 GMT Emma Yeats March 2010 Philanthropy News from March 2010 http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/march_2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/march_2010.aspx?lang=en-gb Fri, 14 Jan 2011 16:57:00 GMT Emma Yeats April 2010 Philanthropy News from April 2010 http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/april_2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/april_2010.aspx?lang=en-gb Fri, 14 Jan 2011 16:57:00 GMT Emma Yeats May 2010 Philanthropy News from May 2010 http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/may_2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/may_2010.aspx?lang=en-gb Fri, 14 Jan 2011 16:59:00 GMT Emma Yeats June 2010 Philanthropy News from June 2010 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http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/september_2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/september_2010.aspx?lang=en-gb Fri, 14 Jan 2011 17:07:00 GMT Emma Yeats October 2010 Philanthropy News from October 2010 http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/october_2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/october_2010.aspx?lang=en-gb Fri, 14 Jan 2011 17:08:00 GMT Emma Yeats November 2010 Philanthropy News from Novemeber 2010 http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/november_2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/november_2010.aspx?lang=en-gb Fri, 14 Jan 2011 17:08:00 GMT Emma Yeats December 2010 Philanthropy News from December 2010 http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/december_2010.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2010/december_2010.aspx?lang=en-gb Fri, 14 Jan 2011 17:08:00 GMT Emma Yeats 2009 Archive http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2009.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2009.aspx?lang=en-gb Thu, 13 Jan 2011 10:41:00 GMT Emma Yeats 2008 Archive http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2008.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2008.aspx?lang=en-gb Thu, 13 Jan 2011 10:40:00 GMT Emma Yeats 2007 - 1999 Archive http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2007_-_1999.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/news_and_articles/2007_-_1999.aspx?lang=en-gb Thu, 13 Jan 2011 10:41:00 GMT Emma Yeats Philanthropy Advisors Resources Useful weblinks http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_advisors_resource.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_advisors_resource.aspx?lang=en-gb Wed, 20 Feb 2013 12:52:00 GMT Emma Yeats Philanthropy Publications Philanthropy Publications http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_publications.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_publications.aspx?lang=en-gb Mon, 13 Dec 2010 14:14:00 GMT Emma Yeats Alliance Magazine - member offer Alliance magazine - for philanthropy and social investment worldwide (STEP member offer) http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_publications/alliance_magazine.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_publications/alliance_magazine.aspx?lang=en-gb Mon, 10 Dec 2012 17:21:00 GMT Emma Yeats Charity First Series - member offer The Charity First Series is a growing library of electronic publications, designed to offer practical, reliable and straightforward guidance to everyone working in, with, or for the not-for-profit sector. http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_publications/charity_first_series.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_publications/charity_first_series.aspx?lang=en-gb Mon, 10 Dec 2012 17:21:00 GMT Emma Yeats Philanthropy Roadmap Guides Funded by a grant from the Bill and Melinda Gates Foundation, Rockefeller Philanthropy Advisors' Philanthropy Roadmap series of publications and tools guide donors through the processes and practices of thoughtful, effective giving. http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_publications/philanthropy_roadmap_guides.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_publications/philanthropy_roadmap_guides.aspx?lang=en-gb Tue, 02 Apr 2013 12:30:00 GMT Emma Yeats Philanthropy Advisor A supplement of the June 2010 STEP Journal focusing on the business of philanthropy and the needs of philanthropists and philanthropy advisors. http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_publications/philanthropy_advisor.aspx?lang=en-gb http://www.step.org/special_interest_groups/philanthropy_advisors/philanthropy_publications/philanthropy_advisor.aspx?lang=en-gb Tue, 19 Feb 2013 17:36:00 GMT Emma Yeats SIG Update An update on the grown of the STEP Special Interest Groups. http://www.step.org/special_interest_groups/sig_update.aspx?lang=en-gb http://www.step.org/special_interest_groups/sig_update.aspx?lang=en-gb Tue, 26 Jul 2011 12:36:00 GMT Wendy Murphy Special Interest Group Conferences 2012 Annual Conferences and General Meetings of STEP's Special Interest Groups, Friday 30 November 2012, The Grange St. Pauls Hotel, 10 Godliman Street, London, EC4V 5AJ, UK http://www.step.org/special_interest_groups/sig_conferences_bca_2012.aspx?lang=en-gb http://www.step.org/special_interest_groups/sig_conferences_bca_2012.aspx?lang=en-gb Tue, 08 Nov 2011 20:13:00 GMT Emma Yeats Mental Capacity Event Materials - 30 November 2012 . http://www.step.org/special_interest_groups/sig_conferences_bca_2012/mencap_event_docs_30_nov_2012.aspx?lang=en-gb http://www.step.org/special_interest_groups/sig_conferences_bca_2012/mencap_event_docs_30_nov_2012.aspx?lang=en-gb Wed, 15 Feb 2012 16:07:00 GMT Emma Yeats Philanthropy Advisors Event Materials - 30 November 2012 . http://www.step.org/special_interest_groups/sig_conferences_bca_2012/phil_event_docs_30_nov_2012.aspx?lang=en-gb http://www.step.org/special_interest_groups/sig_conferences_bca_2012/phil_event_docs_30_nov_2012.aspx?lang=en-gb Wed, 15 Feb 2012 16:07:00 GMT Emma Yeats C-BEG Event Materials - 30 November 2012 . http://www.step.org/special_interest_groups/sig_conferences_bca_2012/c-beg_event_docs_30_nov_2012.aspx?lang=en-gb http://www.step.org/special_interest_groups/sig_conferences_bca_2012/c-beg_event_docs_30_nov_2012.aspx?lang=en-gb Wed, 15 Feb 2012 16:07:00 GMT Emma Yeats Business Families Event Materials - 30 November 2012 . http://www.step.org/special_interest_groups/sig_conferences_bca_2012/busfam_event_docs_30_nov_2012.aspx?lang=en-gb http://www.step.org/special_interest_groups/sig_conferences_bca_2012/busfam_event_docs_30_nov_2012.aspx?lang=en-gb Wed, 15 Feb 2012 16:07:00 GMT Emma Yeats Special Interest Groups: Contact Us Contact Us http://www.step.org/special_interest_groups_-_sigs/business_families/business_families_contact.aspx?lang=en-gb http://www.step.org/special_interest_groups_-_sigs/business_families/business_families_contact.aspx?lang=en-gb Tue, 08 Dec 2009 11:43:00 GMT Emma Yeats