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
    • 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
    • Contact Us
      • Work for STEP
  1. Home
  2. Past Events

Past Events

View Upcoming Events

Results: 1 - 10 of 10

Private funds as a key tool in the family office armoury. 20 October 2022

Read more
20/10/2022
Web Event

A European perspective about the effects of Brexit and its impact on trust and estate planning. 15 June 2022

Read more
15/06/2022
Web Event

Private insurance: an estate planning tool for financial assets. 19 May 2022

Read more
19/05/2022
Web Event

The EU initiative against 'shell companies' and the impact on wealth planning. 21 April 2022

Read more
21/04/2022
Web Event

The Hague Convention on Trusts: impact in Europe after 30 years. 24 March 2022

Read more
24/03/2022
Web Event

Citizenships, visas, tax regimes: a run for (fair) tax competition in order to attract HNWI and family offices? 17 February 2022

Read more
17/02/2022
Web Event

Dynastic estate planning recent developments and case studies of international discontinuities. 26 January 2022

Read more
26/01/2022
Web Event

Trusts and AML-CFT Registers of Beneficial Owners: I’m a trustee, do I need to register somewhere?. 11 February 2021

Read more
11/02/2021
Web Event

DAC 6: The practical and commercial reality. 14 January 2021

Read more
14/01/2021
Web Event

SIG Spotlight Week Webinar: DAC-6 and other regulations affecting client identity and disclosure. 3 December 2020

Read more
03/12/2020
Web Event

Browse by Event Date

Filter by Month/Year

  • December 2020 (1)
  • January 2021 (1)
  • February 2021 (1)
  • January 2022 (1)
  • February 2022 (1)
  • March 2022 (1)
  • April 2022 (1)
  • May 2022 (1)
  • June 2022 (1)
  • October 2022 (1)

Filter by Branch

  • N/A (2)
  • STEP (7)
  • STEP Web Events (1)

Filter by Country/Jurisdiction

  • (-) France (10)
  • Andorra (1)
  • Anguilla (1)
  • Antigua and Barbuda (1)
  • Argentina (2)
  • Australia (59)
  • Australia - New South Wales (11)
  • Australia - Northern Territory (1)
  • Australia - Queensland (6)
  • Australia - South Australia (1)
  • Australia - Tasmania (1)
  • Australia - Victoria (7)
  • Australia - Western Australia (10)
  • Austria (9)
  • Bahamas (1)
  • Belgium (10)
  • Bermuda (12)
  • Brazil (2)
  • British Virgin Islands (1)
  • Canada (9)
  • Cayman Islands (15)
  • Chile (1)
  • China (10)
  • Colombia (1)
  • Curacao (1)
  • Cyprus (17)
  • England and Wales (19)
  • Germany (10)
  • Gibraltar (8)
  • Greece (1)
  • Guernsey (4)
  • Hong Kong (40)
  • Hungary (7)
  • Ireland (10)
  • Isle of Man (7)
  • Israel (11)
  • Italy (11)
  • Jersey (11)
  • Liechtenstein (7)
  • Luxembourg (14)
  • Malaysia (3)
  • Malta (11)
  • Mauritius (2)
  • Mexico (15)
  • Monaco (8)
  • N/A (44)
  • Netherlands (1)
  • New Zealand (3)
  • Panama (3)
  • Peru (1)
  • Portugal (2)
  • Russian Federation (1)
  • Singapore (18)
  • South Africa (18)
  • South America (1)
  • Spain (10)
  • Switzerland (45)
  • Switzerland - Geneva (4)
  • Switzerland - Lucerne/Zug (13)
  • Switzerland - Lugano (2)
  • Switzerland - Zurich (14)
  • United Arab Emirates (3)
  • United Kingdom (207)
  • United Kingdom - Greater London (1)
  • United Kingdom - Northern Ireland (2)
  • United Kingdom - Scotland (15)
  • United Kingdom - Wales (1)
  • United Kingdom - West Midlands (1)
  • United Kingdom - Yorkshire and the Humber (1)
  • United States of America (102)
  • United States of America - Midwest (1)
  • United States of America - South West (1)
  • United States of America - West (1)
  • Uruguay (1)

Filter by Event Type

  • Web Event (10)

Filter by Community

  • Business Families SIG (1)
  • Cross-Border Estates SIG (2)
  • International Client SIG (1)

Filter by Topic

  • Banking and finance (1)
  • Career and personal development (1)
  • Cross-border estates (1)
  • Estate administration (1)
  • Estate planning (3)
  • Family business and Family office (1)
  • Insurance (1)
  • Legislation (1)
  • Regulation and compliance (1)
  • Residency or Domicile (1)
  • Taxation (4)
  • Trusts (4)

Connect with us

Twitter
Facebook
Linkedin
Youtube

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