We are pleased to announce the appointment of Brian Walters as STEP’s new Director of Markets, Brian will join us on 17 August as a member of our executive team to lead on growth across markets and sectors. Welcome Brian!
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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.
Webinars
The Philanthropy Programme is hosting two further webinars this year, designed to support your technical expertise in trusts and estates, develop your philanthropy advisory practice and expand your network.
Awards
The STEP Private Client Awards 2020/21 virtual awards ceremony will take place on 9 December 2020 celebrating the success and recognising the achievements of the leading lights in the wealth management industry.
Founder’s Awards
This year’s Awards opened on Wednesday 22 July, and branches and regions are invited to submit their nominations to STEP Head Office.
Setting standards
Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.
Welcome to the latest issue of the STEP Trust Quarterly Review
This edition of the Trust Quarterly Review looks at the expanding meaning of ‘property’ in the trust context, by reference to recent New Zealand case law; and examines legal professional privilege, data protection and ‘filing systems’ after Dawson-Damer v Taylor Wessing, including the practical implications of that decision. Read more from STEP TQR: June, 2020
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