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60 second interview

Emma Chamberlain OBE TEP will be considering whether a wealth tax is an alternative to the reform of existing taxes at our Thought Leadership event on 23 Oct.

Philanthropy webinar

The Philanthropy Programme is hosting its final webinar in the 2020 series: The Implications of COVID-19 on Impact Investing.

Webinar: 21 October 2020, 8:30 GMT

Thought Leadership

Wealth Taxes – future of taxation in a post-COVID world.

Webinar 2: 23 October 2020, 9.30 GMT

CPD Learning - GDPR

STEP CPD Learning courses are designed on-demand to focus on the various and new developments across all practice areas. All courses are delivered Online.

Setting standards

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


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 4 of the STEP Journal. This issue’s regional focus shines a spotlight on Canada and the US, with an analysis of the status of US-situs foundations in New Hampshire and Wyoming; an overview of cross-border planning probate alternatives available to Canadian clients in select states and a detailed look at the evolution of private trust companies in the US.

Read more from STEP Journal: September, 2020

Industry News

New Zealand’s Inland Revenue has updated its guidance on the tax treatment of crypto-assets, providing clarity to taxpayers on their obligations when reporting virtual currencies.


The Solicitors Regulation Authority (SRA) has told solicitors in England and Wales that they should check HM Treasury’s consolidated list of asset freeze targets to ensure that they have adequately...


The French tax authorities have tightened up the availiablity of withholding tax exemption on French dividends paid to non-resident regulated collective investment vehicles (CIVs).