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Webinar: Financial considerations for bereaved or divorced clients

Content sponsored by Rathbones - Tuesday 29 September at 9.00 GMT

STEP members are invited to join this free panel discussion on the financial considerations for bereaved or divorced clients.

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STEP Advanced Certificate in Cross-Border Estates

This Advanced Certificate provides a detailed insight into the different issues that arise when dealing with cross-border estate planning and succession worldwide. This course addresses civil, common and Shari'a law systems and case studies from a diverse range of jurisdictions.

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COVID-19 : Support and updates

STEP has been monitoring the development of the COVID-19 situation around the world. We are working to support our members and keep you up-to-date with the latest developments.

STEP is the global professional association for those advising families across generations. We promote education and high professional standards among our members, and seek to improve public understanding of the issues faced by families in this area.

60 second interview

This area of practice has opened doors that I would never have dreamed possible, says Ian Raspin TEP, one of last year's PCA winners.

Business Families

Succession Planning for Family Farming Businesses - hear from three leading experts

Webinar: 22 September, 15.00 GMT

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Thought Leadership

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

Webinar 2: 23 October 2020, 9.30 GMT

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Private Client Awards

Our first-ever Virtual Awards Ceremony will be taking place on 9 December 2020 and all are invited! Wherever you are, save the date – more details will follow.

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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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Renew Membership

Log in to renew your membership and re-confirm your member agreement.

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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

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Amendments to AML regulations in progress in Thailand

Thailand’s cabinet and parliament is now progressing key amendments to its anti-money laundering (AML) regulations, in order to comply with the international standards of the Financial Action Task...

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UK government SDLT draft legislation needs further clarification, says STEP

Yesterday (16 September 2020), STEP released its comment on the government’s draft legislation on the new 2 per cent stamp duty land tax (SDLT) surcharge for non-UK resident purchasers of residential...

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France amends dividend withholding tax exemption for foreign funds

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).