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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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Advising the Family Business

This course is one of two Advanced Certificates STEP has developed to equip advisors the knowledge of the emerging themes and concepts in this fast-evolving field of practice.

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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

STEP brings the best practitioners together at one table, says Dr Roderik Strobl, chair of STEP Zurich Centre and Verein,

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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

This qualification will help those involved with the creation and administration of trusts to anticipate, and avoid, the common pitfalls which can lead to trust litigation.

 

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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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Industry News
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Content

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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Content

Italy extends 70 per cent income tax relief to workers employed by foreign companies

Italy has extended its special taxation regime to include workers who move their tax residency to Italy while working remotely for an overseas employer.

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Content

England and Wales legal regulator begins enforcement of price publication rules

The Solicitors Regulation Authority (SRA) has begun disciplinary action against law firms in England and Wales who do not publish basic price information on certain legal services.

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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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