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Cayman Wealth Structuring

STEP Cayman is proud to be offering a series of online events for our international connections, together with a number of in-person events for our local Branch members.

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Thought Leadership Series

The Thought Leadership Series of webinars, running from September 2020 through to March 2021, will bring you virtual access to the most topical content from the STEP Global Congress programme, which we were unable to hold in 2020 due to COVID-19.

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Europe Virtual Panel Discussions

The STEP Europe Virtual Panel Discussions are a series of six webinars that will run once a month from December 2020 through to May 2021.

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STEP is the global professional association for those advising families across generations. Our mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice.

Welcome to the latest issue of the STEP Journal

Welcome to Issue 6 of the STEP Journal. This issue shines a spotlight on Europe, examining a number of cross-border considerations involving the vast continent. With a focus on compliance and careers, this issue highlights the changes in STEP’s Diploma curriculum, while also offering a number of articles to encourage personal and professional growth. Delving into the digital world, we explore the increasing recognition of electronic wills and detail how to mitigate cybersecurity issues facing estate advisors.

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60 Second Interview

This Private Client Award is a tribute to everyone who helps New Square Chambers have such a strong offering for clients, says Advocate of the Year Alexander Learmonth QC TEP.

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Webinar

Hear a new framework for understanding what families need from advisors: The ten domains of family wealth

4 February 2021

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Virtual conference

10th Annual Institute on Tax, Estate Planning and The World Economy

8-9 February 2021

 

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Qualifications

For lawyers, accountants, tax advisors and those in financial services who need a more detailed understanding of their UK-connected international clients’ tax position.

 

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Membership

Make the most out of your membership.

Log in to your STEP profile and ensure your contact details, communication preferences and Directory listing is up to date.

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COVID-19

STEP has been monitoring the development of the COVID-19 situation around the world. Our primary concern is the health and wellbeing of our members, our staff, our volunteers, and our event and course delegates and we are working to support our members across the world through this difficult time.

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STEP Annual Review 2019/20

The 2019/20 STEP Annual Review provides an insight into what STEP has achieved over the year and a look ahead to what's coming up as we move forward into STEP's 30th year.

Read the Annual Review here

Industry News
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Content

US treasury extends consultation period on regulation of digital assets

The US Department of the Treasury's Financial Crimes Enforcement Network (FinCEN) has proposed that banks and money services businesses (MSBs) start reporting on certain virtual currency and crypto...

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Cayman Islands crypto-asset service providers have one more week to register

The Cayman Islands government brought its amended virtual asset service provider (VASP) legislation into force on 15 January under the Virtual Asset Service Providers (Amendment) Act, 2020 (the VASP...

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New edition of definitive AML guidance for UK lawyers

A new and extensively revised version of the Legal Sector Affinity Group's (LSAG’s) anti-money laundering (AML) guidance has been issued in draft form.

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Setting Standards

Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.

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