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Thought Leadership Series

Introducing family dialogues on the responsible stewardship of wealth: a guide.

22 June 2021
11:00 -12:00 BST

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Advanced Certificate in UK Tax for International Clients

Designed for those who need a detailed understanding of their UK-connected international clients’ tax position.

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Advanced Certificate in Advising the Family Business

Developed to equip advisors the knowledge of the emerging themes and concepts in this fast-evolving field of practice.

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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.

60 Seconds Interview

STEP education helped me identify and achieve new goals, says Natalie Silvester TEP from Queensland.

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Elections

A vacancy has arisen on the Contentious Trusts and Estates Global Special Interest Group (SIG) Steering Committee and they are now accepting applications to fill this vacancy.

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Europe series

Webinar: A closer look at the world’s largest trust jurisdiction(s).

24 June 2021 - 14:00-15:00 BST

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Qualifications

STEP Diploma in International Trust Management.

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Membership renewal

Your membership renewal was due on 1 April 2021.
 

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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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Industry News
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US draft Bill proposes significant changes to US federal rules on DAFs and private foundations

Two US senators have announced plans to introduce a Bill making substantial changes to the rules governing donor advised funds (DAFs) and private foundations.

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HMRC guidance challenges unfunded pension arrangements

The latest edition of HM Revenue & Customs' Spotlight newsletter sets out HMRC's position on unfunded pension arrangements sometimes used by owner-managed companies and their directors to avoid tax.

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Peru’s ministers approve Bill aimed at increasing transparency and protecting personal data

Last week, Peru’s Council of Ministers (the Council) approved a Bill creating the National Authority for Transparency, Access to Public Information and Protection of Personal Data (la Autoridad...

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Celebrating 30 years of STEP

Read our Anniversary Journal Issue

In Issue 3 of the STEP Journal 2021, we’re celebrating 30 years of STEP! Follow the journey of STEP via a timeline of key moments in history, and hear from our members as they reflect on the past and look to the future. This issue also features a special focus on insurance and investment, and a spotlight on the Crown Dependencies, delving into two separate cases dealing with the issue of ‘mistake’.

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New report on societal benefits of trusts

Social and Economic Benefits of Trusts draws together existing evidence and research about the ways in which trusts can be, and are, used for wider societal benefit, and how they impact every facet of society. The aim is to improve understanding and address common misconceptions, presenting the positive evidence base and shining a light on how and why trusts are used.

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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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