Meet James Painter of MP Analytics who’s speaking at next month’s STEP South Africa Virtual Conference.
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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.
Update Specialisms
Our Special Interest Groups (SIGs) provide the opportunity for practitioners and related professionals to connect and advance their focused area of practice.
We have seven specialisms for you to choose from.
South Africa 2021
Taking place on 20-21 April 2021 this 1.5 day virtual conference will explore the challenges facing trustees and advisors in dealing with beneficiaries and clients across the globe.
Qualifications
This course covers the law and best practice in relation to will preparation, enabling you to provide clients with technical, high-quality wills. By enhancing your client-facing skills, you will be able to offer your clients a holistic, comprehensive service that meets the highest levels of competence and professional standards.
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.
Industry News
Setting Standards
Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.
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.
STEP Journal
This issue has a special focus on charity and philanthropy, which has never been more relevant or important to private client advisors. We also shine a spotlight on the UK and Ireland, providing updates on immigration, capital gains tax on divorce, and recent developments from the courts. This issue also features a thought leadership piece on wealth taxes in a post-COVID world, and looks at a new model for practitioners working with ultra-high-net-worth families.
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