Skip to main content
Home

Secondary menu

  • Contact Us
  • Log in
  • Search Directory
  • Join STEP
    • Join STEP
    • Membership Benefits
    • Rejoining STEP
    • Friends of STEP
  • Qualifications
    • Qualifications
      • Advanced Certificates
      • Certificates
      • The STEP Diploma
    • Qualifications & Membership Framework
    • Postgraduate courses
      • Professional Postgraduate Diploma in Private Wealth Advising
    • CPD Learning
  • Members
    • Members
      • Welcome to STEP new members
      • Your Membership
      • Code of Conduct
      • Member Declaration
      • Upgrade
      • Membership Categories
      • Member Benefits
      • Member Fees
    • Continuing Professional Development (CPD)
      • Recording your CPD
      • STEP CPD Learning
      • CPD FAQs
    • Member Tools
      • Marketing Portal
      • Investment Services
      • STEP Logo & Usage
    • Volunteers
      • Get Involved
      • Committee Vacancies
      • Branch Portal
      • EDI: Living our Values
      • Founder's Awards
  • Knowledge Hub
    • Knowledge Hub
    • Industry News
      • Industry News Digests
    • Topics in focus
      • 30 Years of Trusts
      • Digital Assets Hub
      • Mental Capacity Hub
      • Modern Families Hub
      • Responsible Stewardship of Wealth Hub
    • STEP Journal
      • Back Issue Archive
      • STEP Journal+
      • Editorial Board
      • Advertise
      • Subscribe
      • Contribute
    • TQR
      • Back Issue Archive
      • Editorial Board
      • Contribute
    • Sponsored Content
      • Roundtables
      • Sponsored Supplements
      • Industry Insight
    • Books
      • STEP Books
      • Discounted Books
    • Jurisdiction Reports
    • Web Events Library
    • Thought Leadership & Research
      • Digital Assets: A Call to Action
      • Responsible Stewardship of Wealth
      • Meeting the Needs of Modern Families
      • Social and economic benefits of trusts
      • Wills and Trusts: Buyer Beware
    • Best Practice & Guidelines
      • Russia-Ukraine conflict & associated sanctions
      • Technical Guidance and Briefing Notes
      • Templates and Toolkits
      • Digital Legacy Scorecard
      • Digital assets: Explained
      • STEP Standard Provisions (England, Wales and Northern Ireland)
  • Events
    • Events
    • Upcoming Events
      • Conferences
      • Meeting/Seminars
      • Private Client Awards
      • Web Events
      • SIG-Related Events
    • Past Events
      • Past Conferences
      • Past Meeting/Seminars
      • Past Web Events
      • Past SIG-Related Events
  • Communities
    • Communities
    • Special Interest Groups
      • Business Families
      • Contentious Trusts and Estates
      • Cross-Border Estates
      • Digital Assets
      • International Client
      • Mental Capacity
      • Philanthropy Advisors
      • Join a SIG
      • SIG Member Benefits
      • SIG related Qualifications
      • Awards
      • Contact SIGs
    • Academic Community
      • How to Join
      • Resources
    • Forums
    • The STEP Blog
    • STEP on Social Media
    • Friends of STEP
    • 60 Second Interviews
    • Member News
  • Jobs & Employers
    • Jobs & Employers
    • Industry Jobs
    • Career Support
      • New Members or Just Qualified
    • Employers
    • Employer Partnership Programme
      • Become an Employer Partner
      • Employer Partner News
      • STEP Employer Partnership Programme resources
  • About STEP
    • About STEP
    • What We Do
    • Where We Are
    • Professional Standards
      • Codes of Professional Conduct
      • Making a Complaint: Our Disciplinary Process
    • Governance
      • Central Structure and Governance
      • Region and Branch Governance
      • Branch Portal
    • Public Policy
      • Consultation tracker
      • Anti-Money Laundering
      • Automatic Exchange of Information
      • Base Erosion and Profit Shifting (BEPS)
      • European Succession Regulation
      • Policy Points Series
      • Policy News
    • COVID-19: Supporting Members
      • COVID-19: Technical Hub
    • For the Public
      • STEP Will Code
      • Advice and Information
      • Scams and alerts
      • Universal Wealth Preservation
    • Press Office
      • Press Releases
      • STEP in the News
      • Advertising and Sponsorship
      • Trusts Information Centre
    • Contact Us
      • Work for STEP
Home
  • Join STEP
    • Join STEP
    • Membership Benefits
    • Rejoining STEP
    • Friends of STEP
  • Qualifications
    • Qualifications
      • Advanced Certificates
      • Certificates
      • The STEP Diploma
    • Qualifications & Membership Framework
    • Postgraduate courses
      • Professional Postgraduate Diploma in Private Wealth Advising
    • CPD Learning
  • Members
    • Members
      • Welcome to STEP new members
      • Your Membership
      • Code of Conduct
      • Member Declaration
      • Upgrade
      • Membership Categories
      • Member Benefits
      • Member Fees
    • Continuing Professional Development (CPD)
      • Recording your CPD
      • STEP CPD Learning
      • CPD FAQs
    • Member Tools
      • Marketing Portal
      • Investment Services
      • STEP Logo & Usage
    • Volunteers
      • Get Involved
      • Committee Vacancies
      • Branch Portal
      • EDI: Living our Values
      • Founder's Awards
  • Knowledge Hub
    • Knowledge Hub
    • Industry News
      • Industry News Digests
    • Topics in focus
      • 30 Years of Trusts
      • Digital Assets Hub
      • Mental Capacity Hub
      • Modern Families Hub
      • Responsible Stewardship of Wealth Hub
    • STEP Journal
      • Back Issue Archive
      • STEP Journal+
      • Editorial Board
      • Advertise
      • Subscribe
      • Contribute
    • TQR
      • Back Issue Archive
      • Editorial Board
      • Contribute
    • Sponsored Content
      • Roundtables
      • Sponsored Supplements
      • Industry Insight
    • Books
      • STEP Books
      • Discounted Books
    • Jurisdiction Reports
    • Web Events Library
    • Thought Leadership & Research
      • Digital Assets: A Call to Action
      • Responsible Stewardship of Wealth
      • Meeting the Needs of Modern Families
      • Social and economic benefits of trusts
      • Wills and Trusts: Buyer Beware
    • Best Practice & Guidelines
      • Russia-Ukraine conflict & associated sanctions
      • Technical Guidance and Briefing Notes
      • Templates and Toolkits
      • Digital Legacy Scorecard
      • Digital assets: Explained
      • STEP Standard Provisions (England, Wales and Northern Ireland)
  • Events
    • Events
    • Upcoming Events
      • Conferences
      • Meeting/Seminars
      • Private Client Awards
      • Web Events
      • SIG-Related Events
    • Past Events
      • Past Conferences
      • Past Meeting/Seminars
      • Past Web Events
      • Past SIG-Related Events
  • Communities
    • Communities
    • Special Interest Groups
      • Business Families
      • Contentious Trusts and Estates
      • Cross-Border Estates
      • Digital Assets
      • International Client
      • Mental Capacity
      • Philanthropy Advisors
      • Join a SIG
      • SIG Member Benefits
      • SIG related Qualifications
      • Awards
      • Contact SIGs
    • Academic Community
      • How to Join
      • Resources
    • Forums
    • The STEP Blog
    • STEP on Social Media
    • Friends of STEP
    • 60 Second Interviews
    • Member News
  • Jobs & Employers
    • Jobs & Employers
    • Industry Jobs
    • Career Support
      • New Members or Just Qualified
    • Employers
    • Employer Partnership Programme
      • Become an Employer Partner
      • Employer Partner News
      • STEP Employer Partnership Programme resources
  • About STEP
    • About STEP
    • What We Do
    • Where We Are
    • Professional Standards
      • Codes of Professional Conduct
      • Making a Complaint: Our Disciplinary Process
    • Governance
      • Central Structure and Governance
      • Region and Branch Governance
      • Branch Portal
    • Public Policy
      • Consultation tracker
      • Anti-Money Laundering
      • Automatic Exchange of Information
      • Base Erosion and Profit Shifting (BEPS)
      • European Succession Regulation
      • Policy Points Series
      • Policy News
    • COVID-19: Supporting Members
      • COVID-19: Technical Hub
    • For the Public
      • STEP Will Code
      • Advice and Information
      • Scams and alerts
      • Universal Wealth Preservation
    • Press Office
      • Press Releases
      • STEP in the News
      • Advertising and Sponsorship
      • Trusts Information Centre
    • Contact Us
      • Work for STEP
  1. Home
  2. Past Events

Past Events

View Upcoming Events

Results: 1 - 10 of 20

Benelux trends for private clients. 26 September 2023

Read more
26/09/2023
Meeting/Seminar

Código de Procedimientos Civiles y Familiares. 29 August 2023

Read more
29/08/2023
Meeting/Seminar

The future of legal practice in the digital assets space: the regulatory challenges and search for certainty. 21 August 2023

Read more
21/08/2023
Web Event

Seminario anual STEP Mexico. 22 June 2023

Read more
22/06/2023
Meeting/Seminar

Reinventing estate planning for Mexican nationals: Lessons learned after the 2020 reform and the Audit of the 2017 Tax Repatriation Decree. 14 June 2023

Read more
14/06/2023
Meeting/Seminar

How do US trusts work in Latin America? 27 April 2023

Read more
27/04/2023
Web Event

Fideicomisos irrevocables foráneos. Efectos a considerar al aportar o desincorporar bienes. 3 March 2022

Read more
03/03/2022 - 03/03/2022
Web Event

Where to start and how to get an exposure to crypto assets. 1 February 2022

Read more
01/02/2022
Web Event

Blended value: What every practitioner needs to know about ESG, impact investing, and sustainability. 13 October 2021

Read more
13/10/2021
Web Event

Trustee investment results – a quarterly economic, market and peer analysis from a trustee perspective. 7 October 2021

Read more
07/10/2021
Web Event

Pagination

  • Current page 1
  • Page 2
  • Next page ››
  • Last page Last »

Browse by Event Date

Filter by Month/Year

  • November 2020 (1)
  • December 2020 (6)
  • May 2021 (1)
  • June 2021 (1)
  • July 2021 (1)
  • October 2021 (2)
  • February 2022 (1)
  • March 2022 (1)
  • April 2023 (1)
  • June 2023 (2)
  • August 2023 (2)
  • September 2023 (1)

Filter by Branch

  • N/A (1)
  • STEP Benelux (1)
  • STEP Lucerne/Zug Centre (2)
  • STEP Mexico (4)
  • STEP Mid Atlantic (1)
  • STEP Vaduz Centre (1)
  • STEP Web Events (8)
  • STEP Zurich Centre (2)

Filter by Country/Jurisdiction

  • (-) France (2)
  • (-) Mexico (6)
  • (-) N/A (8)
  • (-) Switzerland - Lucerne/Zug (4)
  • Anguilla (1)
  • Australia (3)
  • Australia - Western Australia (3)
  • Bahamas (1)
  • Barbados (1)
  • Belgium (1)
  • Belize (1)
  • Bermuda (2)
  • Brazil (1)
  • British Virgin Islands (1)
  • Canada (1)
  • Cayman Islands (2)
  • Chile (1)
  • China (5)
  • Colombia (1)
  • Curacao (1)
  • Cyprus (4)
  • England and Wales (3)
  • Hong Kong (5)
  • Ireland (1)
  • Israel (1)
  • Italy (2)
  • Japan (1)
  • Jersey (1)
  • Liechtenstein (1)
  • Luxembourg (3)
  • Malaysia (1)
  • Netherlands (1)
  • New Zealand (1)
  • Panama (1)
  • Saint Kitts and Nevis (1)
  • Saint Lucia (1)
  • Singapore (2)
  • South Africa (2)
  • South America (2)
  • Switzerland (12)
  • Switzerland - Zurich (3)
  • Turks and Caicos (1)
  • United Kingdom (27)
  • United Kingdom - Scotland (1)
  • United Kingdom - Yorkshire and the Humber (1)
  • United States of America (10)
  • Virgin Islands, British (1)

Filter by Event Type

  • Meeting/Seminar (4)
  • Web Event (16)

Filter by Community

  • Cross-Border Estates SIG (1)
  • Digital Assets SIG (2)
  • International Client SIG (4)
  • Mental Capacity SIG (2)
  • Philanthropy Advisors SIG (2)

Filter by Topic

  • (-) Investment (8)
  • (-) Legislation (14)
  • Alternative and luxury assets (2)
  • Banking and finance (12)
  • Business practice (5)
  • Career and personal development (6)
  • Charities (4)
  • Companies (2)
  • Contentious trusts and estates (7)
  • Cross-border estates (12)
  • Digital assets (10)
  • Estate administration (9)
  • Estate planning (20)
  • Family business and Family office (9)
  • Foundations (1)
  • Insurance (1)
  • Land and property (1)
  • Matrimonial (3)
  • Philanthropy (6)
  • Public policy (1)
  • Regulation and compliance (8)
  • Residency or Domicile (6)
  • Taxation (15)
  • Technology (5)
  • Thought leadership (3)
  • Trusts (19)
  • Vulnerable client (5)

Connect with us

Twitter
Facebook
Linkedin
Vimeo

Footer

  • About us
    • What we do
    • Professional Standards
    • For the Public
    • Scams and alerts
    • Press Office
    • Contact Us
    • Privacy notice
  • Qualifications
    • Qualifications & Membership Framework
    • Certificates
    • Advanced Certificates
    • Diplomas
  • Knowledge Hub
    • Best Practice & Guidelines
    • Jurisdictional Reports
    • STEP Journal
    • Events
  • Members
    • Your Membership
    • CPD Policy
    • Branches/Chapters
    • STEP Directory
    • Careers & Employers

© 2023 STEP (The Society of Trust and Estate Practitioners) is a company limited by guarantee incorporated in England and Wales. Registered number: 2632423. Registered Office: Artillery House, 11-19 Artillery Row, London SW1P 1RT, United Kingdom. All rights reserved. Privacy notice | Disclaimer | Terms of use