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60 Second Interview

We were delighted to win a Private Client Award last year, says Nathan Prior. It’s possibly the best endorsement of the work we do for clients, and is recognised by fellow professionals as a true mark of excellence.

Spotlights Week

Deepen your knowledge in a specialist area and choose from 21 one-hour webinar sessions taking place this week.

Webinars: 30 November – 4 December 2020

Orange County

On behalf of The Board of the STEP Orange County, I am pleased to extend this invitation to its 10th Annual Institute on Tax, Estate Planning, and the World Economy.

8 - 9 February 2021

Cross-Border Estates

A specialist qualification that offers you a detailed insight into the different issues that arise when dealing with cross-border estate planning and succession worldwide.

Setting Standards

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

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.

Welcome to the latest issue of the STEP Journal

Welcome to Issue 5 of the STEP Journal. This issue shines a spotlight on the Asia-Pacific region, exploring China’s first-ever judicial recognition of testamentary trusts, and an NSW Commission’s approach to accessing digital records upon death or incapacity, among others. From property insurance and reporting compliance to purpose-driven investment, this issue also shares the latest in investment and insurance trends globally.

Read more from STEP Journal, October 2020

Press Release

Nancy Golding QC TEP elected worldwide STEP Chair, effective January 2021.

Read more

Industry News
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The OECD has published a report encouraging governments to support philanthropists through the tax system, while taking steps to safeguard tax revenues and protect the public interest.

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The amount of tax lost by the Exchequer to marketed avoidance schemes has fallen by 50 per cent over the past six years, according to a report from HMRC.

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Colombia’s Civil Chamber of the Supreme Court of Justice (Sala Civil de la Corte Suprema de Justicia) has ruled that coercion does not necessarily invalidate a will if it does not have an overall...