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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  • More webinars coming soon

Previous webinars


  • Applying circular economy principles to family business and wealth stewardship (watch video)
  • Modern families and gender identity: Gender identity in estate planning (watch video)


  • Residency and Domicile: what will be ‘home’ in a post-COVID world? 27 January 2021 (watch video)
  • Rehabilitating Trusts, 24 February 2021 (watch video)
  • Banking Bad? A Global Mystery Shopping Test of the Risk-Based Approach, 24 March 2021 (watch video)
  • Global HNW families and their wealth structures: current topics and innovations, 28 April 2021 (watch video)
  • Introducing family dialogues on the responsible stewardship of wealth: a guide, 22 June 2021 (watch video)
  • STEP 30th Anniversary Special: Policy and the public interest – STEP’s impact and influence, 20 July 2021 (watch video)
  • Global trust legislation and reform: modernising trusts for the competitive international market, 24 August 2021 (watch video)
  • Digital assets: A call to action, 21 September 2021 (watch video)
  • Mental Capacity: the abuse of trust in practice, 19 October 2021 (watch video)
  • Meeting the needs of modern families, 23 November 2021 (watch video)


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

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