STEP Reports
STEP periodically commission reports on subjects of interest to
our membership.
'Helping Families Secure Their Future - an agenda for
policymakers' is STEP’s UK election year manifesto.
The report covers many areas including: The impact of the policy
and economic environment; How changes affect clients; Competition;
Business Management; Products and Services.
Offshore Evolution: The STEP Perspective is a global
survey of 563 members of the Society of Trust and Estate
Practitioners conducted in October 2009 based on the findings of
the earlier STEP Offshore Evolution Report .
In this report, commissioned by STEP, James R. Hines Jr.
assesses the role of offshore financial centres in the world
economy.
A report on the future of UK trust and estate practice by the
Society of Trust and Estate Practitioners.
A STEP Policy Briefing examining the issues raised by the OECD's
programme to extend the network of Tax Information Exchange
Agreements (TIEAs).
This Policy Briefing examines the issue of how to best ensure
that national authorities have adequate access to key information
on trusts.
This STEP Policy Briefing looks into the UK will-writing market
and incorporates a survey of STEP members that illustrates common
problems faced by consumers in the industry.
A survey by STEP in Switzerland and the SATC on
the future of the trust industry in Switzerland.
A Canadian focussed report in the '5
Futures' series looking at the future of practice in
Canada.
An Asian focussed report in the '5
Futures' series looking at the future of practice in Hong Kong
and Singapore.