Home | My Details | Login | Register | Sitemap
STEP Online Services Directory

Welcome to the STEP Online Services Directory.

Please select from the category headers or browse through the list below.

Accountants

Dixon Wilson

Dixon Wilson
Rotherwick House
3 Thomas More Street
London
E1W 1YX

Tel:
+44 (0) 207 680 8100
Fax:
+44 (0) 207 680 8101
Email:
dw@dixonwilson.co.uk
Web:
www.dixonwilson.com

Dixon Wilson offers highly personal and professional service to clients both in the UK and France. We provide partner led advice which is creative, carefully thought out and yet practical to the individual needs of clients, be they high net worth individuals, trusts, companies or charities.

Frank Hirth plc

Frank Hirth plc
8 Coldbath Square
London
EC1R 5H

Tel:
+44 (0) 207 833 3500
Fax:
+44 (0) 207 833 2550
Email:
lisau@frankhirth.com
Web:
www.frankhirth.com

We have particular expertise in dealing with cross border tax related compliance issues of American and European high net worth individuals based or doing business in the United Kingdom.

Rawlinson & Hunter

Rawlinson & Hunter
Eagle House
110 Jermyn Street
London
United Kingdom

Tel:
+44 (0) 20 7451 9000
Fax:
+44 (0) 20 7451 9090
Web:
www.rawlinson-hunter.com

Rawlinson & Hunter is an international firm of Chartered Accountants. During our 75 years we have established a worldwide reputation for protecting and optimising the assets of wealthy individuals and their families.

Back to top

Genealogists

Fraser & Fraser

Fraser & Fraser
39 Hatton Garden
London
EC1N 8EH

Tel:
+44 (0) 207 832 1400
Fax:
+44 (0) 207 832 1450
Email:
legal@lostkin.co.uk
Web:
www.lostkin.co.uk

Fraser & Fraser is a leading firm of Genealogists & Probate Researchers in Europe. With its eight European offices and world-wide network of agents, it is nearly always able to help. Are all your beneficiaries accounted for?

Back to top

Independent Financial Advisors

Brooks Macdonald

Brooks Macdonald
11 Park Street
Mayfair
London
W1K 7JL

Tel:
+44 (0) 207 499 6424
Fax:
+44 (0) 207 499 5718
Email:
info@bm-fc.com
Web:
www.bm-fc.com

Brooks Macdonald Financial Consulting provides independent, fee-based financial advice to individuals who wish to create, enhance and protect their wealth. We provide advice on investments, tax planning, pension and retirement planning, employee benefits and mortgages.

Punter Southall Group

Punter Southall Group
126 Jermyn Street
London
SW1Y 4UJ

Tel:
+44 (0) 207 024 7411
Fax:
+44 (0) 207 024 7467
Email:
enquiries@psfm.com
Web:
www.puntersouthallgroup.com

We provide financial planning advice, and investment management for private clients and trustees. Services include: Independent trust asset reviews; Creation and monitoring of investment portfolios for UK non UK situs trusts; Investment strategy opportunities following latest UK trust legislation.

Back to top

Investment Managers

Close Wealth Management Group

Caroline Budge
Close Wealth Management Group
8th Floor
10 Exchange Square
Primrose Street
London
EC2A 2BY

Tel:
+44 (0) 207 426 6279
Fax:
+44 (0) 207 426 4707
Email:
caroline.budge@closewm.com
Web:
www.closewm.com

Our approach to wealth management is governed by a commitment to personal client service, an ability to serve a wide range of clients with a broad spectrum of expertise and a strong focus on performance and innovation.

Brooks Macdonald

Brooks Macdonald
11 Park Street
Mayfair
London
W1K 7JL

Tel:
+44 (0) 207 499 6424
Fax:
+44 (0) 207 499 5718
Email:
info@bm-am.com
Web:
www.bm-am.com

Brooks Macdonald Asset Management is one of the UK's leading independent investment boutiques specialising in the management of private wealth, family assets, pension funds, charities and trusts.

Back to top

IT & Software

Itex (Jersey) Ltd

Itex (Jersey) Ltd
4-6 La Rue Sinnatt
Rue des Pres Trading Estate
St. Saviour
Jersey, JE1 3UN

Tel:
+44 (0) 1534 633633
Fax:
+44 (0) 1534 633644
Email:
info@itexoffshore.com
Web:
www.itexoffshore.com

Itex is an offshore IT services company, with offices in Guernsey, Jersey and Isle of Man, providing independent advice and solutions which help our clients leverage business value from the appropriate deployment of technology.

Peapod Legal

1 Castle Business Village
Station Road
Hampton
TW12 2BX

Tel:
0870 380 1122
Fax:
0870 380 8899
Email:
sales@peapod-legal.co.uk
Web:
www.peapod-legal.co.uk

From PRINTAForm we have produced "PROBATEOffice" a comprehensive system to help automatically complete all the IHT forms from an Estate Account and assists in producing standard letters, key dates and tasks.

Touchstone Wealth Management

Touchstone Wealth Management
Commercial House
Commercial Street
St Helier
Jersey, JE2 3RU

Tel:
+44 (0)1534 818900
Email:
Roger.martin@touchstone.je
Web:
www.touchstone.co.uk/wms

Microsoft Dynamics Business solutions for the offshore wealth management industry. Services include business analysis and consultancy, project management and system implementation and the development of bespoke solutions. A Microsoft Gold Certificate Partner, the No.1 Microsoft Dynamics Partner in the UK and No.6 worldwide.

Back to top

Law Firms

Hassans

Hassans
57/63 Line Wall Road
PO BOX 199
Gibraltar

Tel:
+350 79000
Fax:
+350 71966
Email:
info@hassans.gi
Web:
www.gibraltarlaw.com

The largest law firm in Gibraltar, aiming to give the highest quality advice and service. Practice areas include: Corporate and Commercial, Tax, Litigation, Property, Private Clients, International Finance and Banking.

Moore Blatch

Moore Blatch
48 High Street
Lymington
Hants
SO41 9ZQ
UK

Tel:
+44(0)1590 625882
Fax:
+44(0)1590 671224
Email:
helen.starkie@mooreblatch.com
Web:
www.mooreblatch.com

Specialist private client service. Advice on all tax planning and estate administration issues (pre & post death) provided by STEP-qualified team of lawyers and accountancy trained experts.

TWM Solicitors

TWM Solicitors LLP
The Tunsgate
128 High Street
Guildford
Surrey
GU1 3HH
UK

Tel:
+44 (0)1483 565771
Fax:
+44 (0)1483 300168
Email:
tunsgate.reception@twmsolicitors.com
Web:
www.twmsolicitors.com

TWM Solicitors have expertise in all areas of Private Client law including Tax Planning, Trust Creation and Administration, Court of Protection Work, Wills, Administration of Estates, and Powers of Attorney.

Webster Dyrud Mitchell

Webster Dyrud Mitchell
P.O. Box 58
Victoria House
The Valley
Anguilla
British West Indies

Tel:
+1 264 497 2060
Fax:
+1 264 497 3096
Email:
information@websterdyrud.com
Web:
www.websterdyrud.com

One of the oldest and largest law firms in Anguilla with specialty areas in offshore financial services, corporate and trust structuring, international taxation, wealth preservation, commercial law.

Back to top

Private Banks

HSBC Private Bank (UK) Ltd

HSBC Private Bank (UK) Ltd
78 St James's Street
London SW1A 1JB
United Kingdom

Tel:
+44 (0) 207 860 5125
Fax:
+44 (0) 207 860 6538
Email:
globalwealthsolutions@hsbcpb.com
Web:
www.hsbcprivatebank.com

HSBC Private Bank provides private banking and trustee services to high net worth individuals and their families through 82 locations around the world. At 30 June 2006, we managed combined client assets of US$371 billion.

Back to top

Publishers

Tottel Publishing

Tottel Publishing
Maxwelton House
41-43 Boltro Road
Haywards Heath
Sussex
RH16 1BJ

Tel:
+44 (0) 1444 416119
Fax:
+44 (0) 1444 440426
Email:
customer.services@tottelpublishing.com
Web:
www.tottelpublishing.com

Tottel Publishing is a publisher of high quality books and information services for trust and estate practitioners. We specialise in publishing clear, concise, professional guides that are practical, affordable and accessible.

Back to top

Recruitment

AP Group

AP Group
Weighbridge House
Le Pollet
St Peter Port
Guernsey
GY1 1WL

Tel:
+44 (0)1481 715 757
Fax:
+44 (0)1481 743 078
Email:
info@apgroupglobal.com
Web:
www.apgroupglobal.com

AP Group is an international recruitment consultancy operating in 36 jurisdictions.

Back to top

Research Agency

Ledbury Research

Ledbury Research
4th Floor, Holborn Gate
26 Southampton Bulidings
London WC2A 1AH
United Kingdom

Tel:
+44 (0) 207 861 3282
Fax:
+44 (0) 207 861 3911
Email:
james.weatherill@ledburyresearch.com
Web:
www.ledburyresearch.com

Ledbury Research is the leading research agency that specialises in helping brands to understand and reach the wealthy. Ledbury's flagship research publication is High Net Worth.

Back to top

Trust Companies

AAMIL

Suites 340-345
Barkly Wharf
Le Caudan Waterfront
PO Box 1070
Port Louis
Republic of Mauritius

Tel:
+230 210 1000
Fax:
+230 210 2000
Email:
corporate@aamil.com
Web:
www.aamil.com

AAMIL is a leading Trust Company with offices in Mauritius, Seychelles, Geneva, London and a presence in Luxembourg and Mumbai. AAMIL provides Incorporation of Companies, Trusts and Trustees services, as well as Asset Management, Family Office, Financial and Consultancy assistance.

Asiaciti Trust Singapore Pte Ltd

Graeme W Briggs
Asiaciti Trust Singapore Pte Ltd
163 Penang Road
#02-01 Winsland House II
Singapore 238463

Tel:
+65 6533 2611
Fax:
+65 6532 5092
Email:
trusts@asiaciti.com
Web:
www.asiaciti.com

Licensed as a trust company by the Monetary Authority of Singapore. Trusteeship of Singapore foreign trusts and administration of Singapore companies. Formation and administration of foreign trusts in New Zealand & Cook Islands.

ATC Private Clients

Please refer to website for addresses of various offices

Tel:
Please refer to website for contact details of various offices
Web:
www.atcgroup.info

ATC Private Clients offers clients the assurance, trust and confidence they need to plan for the future through offices in The Bahamas, BVI, Cayman Islands, Curacao, Dubai, Guernsey, Hong Kong, New Zealand, Singapore and Switzerland.

ATU Allgemeines Treuunternehmen

ATU Allgemeines Treuunternehmen
Aeulestrasse 5
P.O. Box 83
9490 Vaduz
Principality of Liechtenstein

Tel:
+423 237 34 34
Fax:
+423 237 37 73
Email:
info@atu.li
Web:
www.atu.li

We offer our clients a broad range of service tailored to their individual requirements, amongst other:

  • Formation/management of companies/foundations
  • Trust services
  • Family office
  • Accounting/auditing
  • Advice on: Finance/tax/law and international trading

Bay Trust Corporate Services Limited & Bay Trust International Limited

7 New Road
PO BOX 2130
Belize City
Belize
Central America

Tel:
+501 223 1756
Fax:
+501 223 1775
Email:
karen@baytrustbelize.com

The companies are licensed as Corporate Agents, Trustees and Trust Agents to establish and manage Trusts, IBC's, Mutual Funds and International Insurance Companies for Financial Intermediaries and their clients.

Investec Trust

PO Box 290
Investec House
La Plaiderie
St Peter Port
Guernsey GY1 3RP
Channel Islands

Tel:
+44 (0) 1481 711500
Fax:
+44 (0) 1481 741225
Email:
enquiries@investectrust.com
Web:
www.investectrust.com

Investec Trust distinguishes itself by focusing on deep relationships with private clients. With offices in Geneva, Guernsey, Jersey, Mauritius and Johannesburg, we do not believe in a homogenous trust "product" but rather in delivering a tailored service that fits individual client need.

New Haven Trust Co. Ltd

New Haven Trust Co. Ltd
Zollstrasse 16
PO Box 544
Schaan
Principality of Liechtenstein

Tel:
+423 237 56 20
Fax:
+423 237 56 10
Email:
office@newhaven.li
Web:
www.newhaven.li
  • Trust, foundation and company formation
  • Administration, financial management and accounting for trusts, foundations and companies
  • International tax planning
  • Estate and succession planning
  • Structuring of family wealth
  • Management consultancy
  • Financial planning

Back to top

Wills & Probate Specialists

Trust Inheritance

Crown House
1 Stafford Place
Weston-Super-Mare
BS23 2QZ

Tel:
+44 (0) 1934 422 991
Fax:
+44 (0) 1934 414 737
Email:
contactus@trustinheritance.com
Web:
www.trustinheritance.com

Trust Inheritance make the effort so you don't have to, preparing wills and offering support and advice to executors and beneficiaries during the administration of estates.

Back to top

For sponsorship and advertising please click here.

Back to top

Printer Version