Boost to philanthropy as STEP and EAPG join forces

26 January 2012
In a boost to the philanthropy advisory sector, two leading philanthropy bodies, STEP and EAPG, have agreed to work together to provide a jointly developed educational series for advisors.

Care Home Funding Confusion Poses Risks to Both Families and Advisers - STEP

09 January 2012
The Society of Trust and Estate Practitioners (STEP) is calling on the UK government to clarify the legal and practical uncertainties around care home funding in order to put an end to the postcode lottery created by the current system.

Senior appointments with effect from 1st January 2012

06 January 2012
To support the key aims of the membership, the STEP Worldwide Board is building resilience and future organisational potential with three senior appointments in the STEP Worldwide office in London.

STEP Welcomes Treasury Announcement on Non-Domicile Taxation and Statutory Residence Test

06 December 2011
STEP has welcomed today's announcement of the governments plans to reform the taxation of non-domiciled individuals and its stated intention to introduce a statutory definition of tax residence.

STEP announces plans for effective protection against cowboy will writers

28 November 2011
STEP has today published a statement outlining how consumers can best be protected from cowboy will writers.

STEP establishes Private Banking & Wealth Management Group to demystify private wealth to government

24 November 2011
STEP has established a Private Banking & Wealth Management Group to discuss how best to demystify the private wealth sector and explain its benefits to policymakers in government.

‘International Perception of Asia as a Low-Cost Financial Centre Inaccurate’ – STEP Report

03 November 2011
The findings of a report released today by the Society of Trust and Estate Practitioners (STEP) contradict the perception that East Asia is the low cost centre that many in Europe believe it to be.

STEP publishes new Standard Provisions for Wills

31 October 2011
STEP has today published the second edition of their Standard Provisions for Wills. They provide an easy way for will drafting professionals in England and Wales to summarise provisions which are common in almost all wills.

STEP Committed to Professional Standards

24 October 2011
STEP has expressed serious concerns at the allegations of poor practice and misconduct against a STEP member recently aired on BBC East’s “Inside Out” programme and the “You and Yours” show on BBC Radio 4.

Outlook for Trust & Estate Business stalls near term but confidence in the long term grows strongly

24 October 2011
The Society of Trust and Estate Practitioners’ (STEP) latest global quarterly confidence survey reveals doubts about the immediate future but confidence in the long term.