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STEP Malta Conference 2022

The evolution of fiduciary services: Keeping trusts relevant for the future, 6-7 October 2022.

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Private Client Awards

The STEP Private Client Awards Ceremony and Dinner will take place on 14 September 2022

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STEP Directory

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STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. Find out more.

Responsible Stewardship of Wealth

Download our new publication: Circular Economy Principles for Family Business and Wealth Stewardship: A New Governance and Sustainability Framework

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STEP Journal+

Eesha Arora and Sophie Wettern Kirk explore the different forms of ‘residence’ for UK tax and immigration purposes.

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PCA Finalists

The finalists for STEP’s Private Client Awards have been announced. Find out more about the SIG-related categories.

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Asia Conference

The STEP Asia Conference will return as an in-person event on 15-16 November at the Marina Bay Sands, Singapore.

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Jobs Board

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COVID-19

STEP is monitoring the development of the COVID-19 situation around the world.

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Read the latest STEP Journal

Issue 3 of the STEP Journal features a regional focus on the Crown Dependencies that covers the latest legislation and regulatory updates. This issue also shines a spotlight on investments, delving into the world of non-fungible tokens, cryptocurrencies, cannabis and other alternative assets that are changing the investment landscape and how we advise.

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Industry News
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Cayman Islands real estate sector poses money-laundering risk, according to national assessment

The Cayman Islands' lack of restrictions on foreign ownership of local real estate makes the sector ‘highly vulnerable’ to both money laundering and terrorist finance abuse, according to a government...

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E&W charity trustees to be allowed to make ex gratia payments to heirs in disputes

The Charities Act 2022 comes into force later in 2022, giving charity trustees in England and Wales more discretion to offer financial settlements to third parties if disputes arise over legacy gifts.

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Canadian court relies on presumption of due execution to validate will

The Supreme Court of British Columbia (the Supreme Court) has exercised its discretion to reconsider a decision regarding the validity of a will, examining the document under the presumption of due...

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Russia-Ukraine conflict

STEP's statement on Ukraine, what you need to know about sanctions and members' responsibilities.

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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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