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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.

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.

Upgrade Membership

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

Industry News

Amendments to Bermuda's Trusts (Special Provisions) Act 1989 (the 1989 Act), passed by Bermuda's House of Assembly on 24 July, strengthen the jurisdiction's firewall provisions protecting trust assets...


Significant new civil information powers for HMRC are included in the draft Finance Bill 2020-2021, published this week.


Mauritius has enacted the Anti-Money Laundering and Combatting the Financing of Terrorism (Miscellaneous Provisions) Act. The legislation amends 19 existing laws in order to comply with Financial...