Emily Deane TEP blogs about the UK Ministry of Justice's move to enable video-witnessing of wills in England and Wales, and highlights STEP guidance with important recommendations for practitioners.
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.
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.
This year’s Awards opened on Wednesday 22 July, and branches and regions are invited to submit their nominations to STEP Head Office.
Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.
As you gain more credits from STEP qualifications and more experience in the industry, you will be able to progress to the next level of STEP membership.
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