Press Releases

STEP welcomes LSB’s commitment to regulatory reform

23 April 2012
The Society of Trust and Estate Practitioners (STEP) has welcomed proposals announced by the Legal Services Board (LSB) which would bring both will-writing and estate administration within the list of “reserved legal activities‟.

Global Outlook for Trust & Estate Business remains positive

08 March 2012
STEP's latest global quarterly confidence survey shows confidence remains high in both the immediate and long term outlooks for the industry.

STEP Private Client Awards launched

01 March 2012
The STEP Private Client Awards 2012/13 launched today and entries are now open.

STEP Creates Model Clause for Wills to Boost Charitable Giving

10 February 2012
STEP today published a draft model clause for wills in response to draft legislation proposing a reduced rate of Inheritance Tax (IHT) where there is a charitable legacy of 10% or more left in a will.

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.