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.
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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.
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.
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 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
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