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Trust Quarterly Review

Welcome to the Spring 2023 edition of the Trust Quarterly Review.

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STEP Private Client Awards

Deadline approaching! 18 categories are open for entry until midnight on 14 April.

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STEP Caribbean Conference

The STEP Caribbean Conference returns this year in Panama on 10-12 May 2023. Join us for this essential two-day conference where a line-up of industry experts will address the key themes to help you drive change in an uncertain world.

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STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. Find out more.

Read the latest STEP Journal

Issue 2 focuses on modern families and vulnerable clients. We look beyond the traditional ‘cookie-cutter family’ and explore the rights of cohabitees in England and Wales, and estate planning for younger generations in Canada. The Caribbean and Latin America forms our regional focus, and we speak to STEP's new worldwide Chair.

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STEP Blog

The Chancellor’s Spring Budget coincided with a challenging set of global circumstances. The collapse of Silicon Valley Bank just days prior emphasised the need for economic confidence, investment, and growth here in the United Kingdom

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Join a Special Interest Group

Enhance your knowledge in trusts and estates by joining a Special Interest Group for free today.

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STEP South Africa Conference

Join us at the upcoming STEP South Africa Conference, taking place on 17-18 April 2023 at the Sandton Convention Centre in Africa’s industrial heartland of Johannesburg.

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STEP Directory

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Renew your membership for 2023/24

Login to renew your membership and re-confirm your member agreement before 1 April 2023.

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Digital Assets hub

Explore STEP’s Digital Assets Hub, where we have pulled together fresh news, features and resources to keep you up to date with the latest digital assets developments.

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The Social and Economic Benefits of Trusts

Trusts have a longstanding tradition under English Common Law. This report draws together existing evidence and research about how trusts are used for wider societal benefit, and impact every facet of society.

Get Involved

Volunteer support is crucial to STEP, but it can also offer real benefits to those who get involved.

STEP's governing bodies and committees, and its worldwide network of regions, branches and chapters are all run by members: volunteers who offer their time and expertise to provide essential direction, leadership, guidance, development and support for the Society.

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Industry News
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Content

Cayman Islands regulator's sanctions regime to be expanded to unincorporated bodies

The Cayman Islands government has gazetted seven amendment Bills extending the Cayman Islands Monetary Authority's (CIMA’s) enforcement regime to many more types of supervised bodies.

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Finding of 'direct contract' defeats HMRC's IR35 argument in Lineker case

UK television presenter Gary Lineker has won the first round of his dispute with HMRC over his off-payroll working arrangements with the BBC and BT Sport.

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Canadian court rules POA invalid due to lack of capacity

The Court of Appeal for Ontario (the Court of Appeal) has upheld the decision of the province’s Superior Court of Justice (the Superior Court) that ruled a grantor’s powers of attorney (POAs) invalid...

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STEP Annual Review 2021/22

Read the 2021/22 Annual Review for an insight into what STEP has achieved over the year.