I much appreciate all the work STEP has done in influencing government policy and legislation, providing a calm knowledgeable view on taxation too, says Laura Banks TEP.
Join this Thought Leadership webinar on 21 September to hear the findings of our digital assets survey run with the Cloud Legal Project.
The Virtual STEP UK Tax, Trusts and Estates Conference, taking place on 15 October 2021, is established as the essential annual update for all STEP practitioners.
STEP Diploma in International Trust Management.
Whatever your training or experience, we have a membership category that’s right for you.
Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.
Read the latest STEP Journal
In Issue 4 of the STEP Journal 2021, we shine a spotlight on North America, exploring the latest legislative developments in Canada and the US, particularly the remote witnessing of wills. This issue also has a special focus on family business, with our cover feature delving into reputation management for high-net-worth individuals and their families.
New Guide to Responsible Stewardship of Wealth
Responsible stewardship is interwoven throughout the fabric of society. It informs the way we plan for our immediate and long-term needs, the needs of our current family members and future generations. This Guide, sponsored by IQ-EQ, seeks to engender a discussion on responsible stewardship and what it means for wealth holders.
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.