Skip to main content
Home

Secondary menu

  • Contact Us
  • Log in
  • Member Search
  • 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
      • Member Declaration
      • Upgrade
      • Membership Categories
      • Member Benefits
      • Member Fees
    • Continuing Professional Development
      • STEP's CPD Policy
      • CPD Planning & Recording
      • CPD FAQs
    • Member Tools
      • Marketing Portal
      • Investment Services
      • STEP Logo & Usage
    • Get Involved
      • Founder's Awards
      • Volunteer resources
      • Raise Public Awareness
      • Committee Vacancies
  • 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
    • Best Practice & Guidelines
      • Russia-Ukraine conflict & associated sanctions
      • Technical Guidance and Briefing Notes
      • Templates and Toolkits
      • 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
      • 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
      • Universal Wealth Preservation
    • 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
    • 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
      • Member Declaration
      • Upgrade
      • Membership Categories
      • Member Benefits
      • Member Fees
    • Continuing Professional Development
      • STEP's CPD Policy
      • CPD Planning & Recording
      • CPD FAQs
    • Member Tools
      • Marketing Portal
      • Investment Services
      • STEP Logo & Usage
    • Get Involved
      • Founder's Awards
      • Volunteer resources
      • Raise Public Awareness
      • Committee Vacancies
  • 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
    • Best Practice & Guidelines
      • Russia-Ukraine conflict & associated sanctions
      • Technical Guidance and Briefing Notes
      • Templates and Toolkits
      • 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
      • 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
      • Universal Wealth Preservation
    • 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
    • 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 23

International information reporting: recent developments and strategies. 18 May 2023

Read more
18/05/2023
Meeting/Seminar

The benefits of applying the rule of law in family governance. 12 May 2023

Read more
12/05/2023
Meeting/Seminar

Hot button topics with the IRS: A conversation with three tax controversy practitioners. 3 May 2023

Read more
03/05/2023
Meeting/Seminar

Cross-border estate planning for canadian and multi-national families. 19 April 2023

Read more
19/04/2023
Meeting/Seminar

So, you want to expatriate? 16 March 2023

Read more
16/03/2023
Meeting/Seminar

Protecting valuable collectibles: jewellery and watches. 1 March 2023

Read more
01/03/2023
Meeting/Seminar

The US Income tax implications of itinerant trustees and beneficiaries. 16 February 2023

Read more
16/02/2023
Meeting/Seminar

U.S. estate planning and compliance for non-resident aliens. 9 February 2023

Read more
09/02/2023
Meeting/Seminar

Current developments in FIRPTA compliance. 25 January 2023

Read more
25/01/2023
Meeting/Seminar

Corporate Transparency Act. 24 January 2023

Read more
24/01/2023
Meeting/Seminar

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Next page ››
  • Last page Last »

Browse by Event Date

Filter by Month/Year

  • August 2020 (1)
  • March 2021 (1)
  • April 2021 (1)
  • November 2021 (1)
  • March 2022 (1)
  • April 2022 (3)
  • October 2022 (1)
  • November 2022 (2)
  • December 2022 (2)
  • January 2023 (2)
  • February 2023 (2)
  • March 2023 (2)
  • April 2023 (1)
  • May 2023 (3)

Filter by Branch

  • STEP Colorado in Formation (2)
  • STEP Gold Coast Florida (1)
  • STEP Hong Kong (3)
  • STEP Los Angeles (1)
  • STEP Miami (1)
  • STEP Mid Atlantic (2)
  • STEP New England (1)
  • STEP New York (4)
  • STEP Orange County (2)
  • STEP San Diego (1)
  • STEP Southwest Florida (3)
  • STEP Texas (1)
  • STEP Western Australia (1)

Filter by Country/Jurisdiction

  • (-) Hong Kong (3)
  • (-) United States of America (21)
  • Australia (30)
  • Australia - New South Wales (13)
  • Australia - Northern Territory (1)
  • Australia - Queensland (2)
  • Australia - South Australia (1)
  • Australia - Tasmania (1)
  • Australia - Victoria (5)
  • Australia - Western Australia (12)
  • Bermuda (2)
  • Canada (1)
  • Cayman Islands (9)
  • China (3)
  • Cyprus (1)
  • England and Wales (2)
  • Ireland (2)
  • Isle of Man (3)
  • Italy (1)
  • Jersey (3)
  • Liechtenstein (4)
  • Luxembourg (1)
  • Mexico (5)
  • Monaco (1)
  • Singapore (1)
  • South Africa (5)
  • Switzerland (22)
  • Switzerland - Geneva (1)
  • Switzerland - Lucerne/Zug (3)
  • Switzerland - Zurich (8)
  • United Kingdom (67)
  • United Kingdom - Greater London (1)
  • United Kingdom - Northern Ireland (1)
  • United Kingdom - Scotland (1)
  • United Kingdom - Wales (1)
  • United Kingdom - West Midlands (1)
  • United States of America - South West (1)
  • United States of America - West (1)

Filter by Event Type

  • (-) Meeting/Seminar (23)
  • Conference (7)
  • Social Event (2)
  • Web Event (128)

Filter by Community

  • Academic Community (1)
  • Contentious Trusts and Estates SIG (1)
  • Cross-Border Estates SIG (2)

Filter by Topic

  • Alternative and luxury assets (1)
  • Banking and finance (2)
  • Business practice (1)
  • Career and personal development (3)
  • Charities (2)
  • Contentious trusts and estates (2)
  • Cross-border estates (3)
  • Estate administration (2)
  • Estate planning (2)
  • Legislation (1)
  • Regulation and compliance (3)
  • Taxation (5)
  • Thought leadership (2)
  • Trusts (5)

Connect with us

Twitter
Facebook
Linkedin
Youtube

STEP Private Client Awards

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

Footer

  • About us
    • What we do
    • Professional Standards
    • For the Public
    • Press Office
    • Contact Us
  • Qualifications
    • Qualifications & Membership Framework
    • Certificates
    • Advanced Certificates
    • Diplomas
  • Knowledge Hub
    • Best Practice & Guidelines
    • CPD Resources
    • Jurisdictional Reports
    • STEP Journal
    • Events
  • Members
    • Your Membership
    • CPD Policy
    • Branches/Chapters
    • Member 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