Thought Leadership Series

Our popular Thought Leadership webinars discuss the big issues and bring you virtual access to highly topical content.

The series offers an exciting programme of live webinars, all of which include Q&A opportunities with our expert speakers. 

These webinars are free of charge and available to members and non-members.

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Webinar: Mental Capacity: the abuse of trust in practice

Tuesday 19 October 2021 13.00-14.00 UK Time (GMT)


Claire van Overdijk TEP, Carey Olsen Bermuda Limited, Bermuda


  • Sherlynn Chan TEP, Deacons, Hong Kong
  • Kimberly Whaley TEP, WEL Partners, Canada
Webinar: Meeting the needs of the modern family

Tuesday 23 November 2021 13.00-14.00 UK Time (GMT)

Speakers to be announced shortly.

Thank you to our sponsor

TMF Group

Previous webinars


  • Remote witnessing: will it persist once we no longer have to socially distance? 10 September 2020
  • Wealth Taxes – the future of taxation in a post-COVID world, 23 October 2020
  • Mental Health and the Financial Advice Relationship, 18 November 2020


  • Residency and Domicile: what will be ‘home’ in a post-COVID world? 27 January 2021
  • Rehabilitating Trusts, 24 February 2021
  • Banking Bad? A Global Mystery Shopping Test of the Risk-Based Approach, 24 March 2021
  • Global HNW families and their wealth structures: current topics and innovations, 28 April 2021
  • Introducing family dialogues on the responsible stewardship of wealth: a guide, 22 June 2021
  • STEP 30th Anniversary Special: Policy and the public interest – STEP’s impact and influence, 20 July 2021
  • Global trust legislation and reform: modernising trusts for the competitive international market, 24 August 2021

Fees - Free of charge

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