STEP in the News

News coverage quoting STEP in national and international media

2024

23 April 2024 - Grieving families set to face 10 per cent hike in probate fees to £300Daily Mail

21 April 2024 - How long is a piece of string? Don’t ask the probate officeThe Sunday Times

19 April 2024 - Family Business: Why Planning Ahead Needs To Happen Right NowFamily Business United

18 April 2024 - 'There is a complete lack of consistency with probate applications' - FT Adviser

18 April 2024 - Probate delays 'have made clients suicidal', MPs toldLegal Futures

16 April 2024 - Probate delaysKingsley Napley

5 April - Preventing Undue Influence: Hourglass Webinar - Hourglass

3 April 2024 - Jo Summers TEP explains what is probate is and the cause of delays - BBC Radio London, Eddie Nestor show

26 March 2024 - Jo Summers TEP takes calls from listeners about probate - BBC Radio 4's You and Yours

28 March 2024 - UK government to overhaul non-domicile tax status in favour of modernised system - Today's Wills & Probate

27 March 2024 - Money Box Live: How Do Wills Work? - BBC Radio 4's Moneybox

26 March 2024 - Robin Melley: Why I'm in several professional bodies - Financial Planning Today

26 March 2024 - Call You and Yours: Probate - BBC Radio 4's You and Yours

24 March 2024 - ‘Probate delays after my husband died led to a £5k mortgage bill’ - The Sunday Times

18 March 2024 - Inheritance wars as more families fight over money - and this is why we're so angry - Daily Express

15 March 2024 - Probate delays putting law firms in clients’ firing line - Legal Futures

27 February 2024 - STEP responds to Ministry of Justice's Will Storage Reform Consultation - Solicitors Journal

26 February 2024 - STEP responds to the Ministry of Justice consultation on the storage and retention of wills - IFA Magazine

26 February 2024 - STEP responds to the Ministry of Justice consultation on the storage and retention of wills - Today's Wills & Probate

25 February 2024 - Grieving families plunged into probate hell by bureaucratic chaos - Daily Mail

17 February 2024 - Probate delays - BBC Radio 4's Moneybox

8 February 2024 - Probate Services in desperate need of overhaul: an urgent call for improvement - IFA Magazine

6 February 2024 - Government brings video-witnessing of wills to an end - Legal Futures

4 February 2024 - The reality of probate: delays, mounting costs and heartbreak - The Times

3 February 2024 - Civil service delays adding hundreds per week to families’ inheritance tax bills - The Telegraph

31 January 2024 - Financial Abuse: A Growing Global Problem - Wealth Briefing

25 January 2024 - Registry errors and inexperienced staff driving probate delays - FT Adviser

25 January 2024 - Hardship caused by probate delays is laid bare in a damning new report - Daily Mail

24 January 2024 - Probate Service “should outsource complex cases to law firms” - Legal Futures

23 January 2024 - Probate registry errors and inexperienced staff key causes of probate delay, survey reveals - Today's Wills & Probate

22 January 2024 - Where there's a will... - Insider Media

22 January 2024 - House sales collapse as year-long probate delays hit - The Telegraph

5 January 2024 - The STEP Global Representative Power (GRP) - Today's Wills & Probate

2023

21 December 2023 - Lawyers split over action on wills to address ‘predatory marriages’ - Legal Futures

21 December 2023 - Ian Macdonald of WJM law firm receives prestigious founder’s award from STEPSolicitors Journal

19 December 2023 - Cheap online will writing services can be a false economy: Samantha Warner - The Yorkshire Post

18 December 2023 - Kelly Greig TEP elected worldwide Chair of STEPToday's Wills & Probate

18 December 2023 - Steele Raymond's Kelly Greig elected chair of STEP - Bournemouth Echo

17 December 2023 - Steele Raymond’s Kelly Greig voted worldwide chair of STEP - Dorset Biz News

15 December 2023 - Kelly Greig TEP Elected Worldwide Chair of STEPSolicitors Journal

15 December 2023 - Responses to the Law Commission’s Supplementary Consultation PaperToday's Wills & Probate

13 December 2023 - STEP’s response to the Law Commission’s Supplementary Consultation Paper: Making a willSolicitors Journal

2 December 2023 - Avoid gambling with your legacy – Winckworth Sherwood - IFA Magazine

29 November 2023 - STEP introduces Global Representative Power to combat financial abuseToday's Wills & Probate

28 November 2023 - STEP launches global power of attorney template - Wealth Management

28 November 2023 - STEP launches GRP to tackle financial abuseInternational Adviser

25 November 2023 - Tax Cuts, Housing Costs and Paying at the PumpMoney Box

22 November 2023 - Lawyers react to Hunt's Autumn Statement - New Law Journal

22 November 2023 - Frozen out: Hunt 'ignored' legal sector in autumn statement - The Law Society Gazette

22 November 2023 - Autumn Statement 2023: No IHT changes ‘missed opportunity’ for Chancellor - Portfolio Adviser

22 November 2023 - IHT excluded from Autumn statementToday's Wills & Probate

22 November 2023 - Autumn Statement 2023: No IHT changes ‘missed opportunity’ for ChancellorInternational Adviser

21 November 2023 - Majority of inheritance advisors say they have seen clients who have been victims of financial abuse, according to a new STEP reportSolicitors Journal

21 November 2023 - Inheritance advisors report widespread client victims of financial abuseToday's Wills & Probate

20 November 2023 - Majority of inheritance advisors say they have seen financial abuse of vulnerable clients, according to a new STEP reportHeadline Money

20 November 2023 - Majority of UK estate planning professionals witness vulnerable person financial abuseThe Intermediary

20 November 2023 - 57% of inheritance advisers seen instances of financial abuse or suspected itInternational Adviser

13 November 2023 - A new dawn for the cross-border protection of vulnerable adults? - Solicitors Journal

3 November 2023 - STEP publishes Third Edition of the STEP Standard ProvisionsToday's Wills & Probate

28 October 2023 - How to get your affairs in order – or risk leaving your children a financial mess - The Telegraph

27 October 2023 - Time for a makeover: is inheritance tax dying for reform?Solicitors Journal (behind paywall)

12 October 2023 - Would electronic wills do more harm than good for the vulnerable? - The Times

3 October 2023 - LSB seeks new role as AML supervisor for legal services - Legal Futures

29 September - STEP campaign urges public to act to protect digital memories - Memcom

29 September 2023 - Former Mayoress of Winchester Gill Steel wins awardHampshire Chronicle

28 September 2023 - Warnings over power of attorney digital planThe Times

25 September 2023 - Probate Delays, Bus Regulation and Fresh Food Deserts - Radio 4's You and Yours

20 September 2023 - The cloud beyond the graveLexology.com

19 September 2023 - How to plan for life's what-ifs - Good Housekeeping

15 September 2023 - Tech platforms failing consumers on legacy settingsToday's Wills & Probate

15 September 2023 - New STEP tool helps inheritance advisors prevent their clients losing access to precious digital assetsSolicitors Journal

8 September 2023 - “Catalogue of mistakes” – STEP makes case for will-writing regulation - Legal Futures

8 September 2023 - STEP warns the public against ‘cowboy will’ promises and unqualified, incompetent will writers - Solicitors Journal

7 September 2023 - STEP report reveals costly pitfalls of unqualified will advisors - The Intermediary

7 September 2023 - Professional body warns industry about ‘cowboy’ Will writers - International Adviser

7 September 2023 - Couple stung by £89 storage fee after spending £4,500 on wills - The Law Society Gazette

7 September 2023 - STEP warns public against ‘cowboy’ will writersToday's Wills & Probate

22 August 2023 - Guarding Your Digital Heritage - Radio Times Money

17 August 2023 - CMA will writing investigation: What does the industry make of it?Today's Wills & Probate

15 August 2023 - What are advisers doing to give back and shape their industry? - Money Marketing

28 July 2023 - Good will hunting (page 6) - Law Society Gazette

27 July 2023 - CMA sounds alarm on will writing and pre-paid probateToday's Wills & Probate 

24 July 2023 - Legal firms that write themselves into elderly people's wills under investigation - Telegraph

18 July 2023 - The six mistakes that could invalidate your will - Which?

13 July 2023 - Industry bodies welcome ruling that deputies aren’t liable for firm’s unrecovered costsToday's Wills & Probate 

7 July 2023 - 'My gran disinherited my mum' - advice for a reader - Telegraph 

3 July 2023 - Appleby shortlisted for STEP Private Client Awards - Channel Eye

2 July 2023 - Butterfield shortlisted for Step award - The Royal Gazette

29 June 2023 - Appleby shortlisted for Step award - The Royal Gazette

7 June 2023 - Steep staff cuts at Probate Service blamed for long delays: 'Significant distress' caused to grieving families trying to sort out estates, say lawyers - Daily Mail

7 June 2023 - Inheritance tax is in ‘dire need of reform’ - International Adviser

6 June 2023 - South Africa makes regulatory changes to moving assets overseas - International Adviser

18 May 2023 - Blackadders’ Taylor Henry wins STEP awards for top marks - Scottish Legal News

14 May 2023 - The grieving families trapped in probate limbo - The Sunday Times

9 May 2023 - The families waiting up to 1,000 days to get power of attorney: Rocketing demand means officials are now scanning 80,000 sheets of paper a day - and simply can't cope - Daily Mail

27 April 2023 - Huge delays to unlock estates are causing stress to grieving families, say lawyers who warn house sales can collapse if probate takes months - This is Money

25 April 2023 - Why you need to sort out Lasting Power of Attorney whatever your age: The vital financial failsafe to help your loved ones in case you are incapacitated - This Is Money

15 April 2023 - Money Box: Healthy Start and Digital Memories - BBC Radio 4's Money Box

13 April 2023 - Inheritance tax ‘desperately needs to be reformed’ - Today's Wills & Probate

27 March 2023 - Guest Column: Inheritance tax in 'dire need' of reform - Financial Planning Today

17 March 2023 - Warning issued over dangers of low-cost online wills - Money Age

1 March 2023 - 10 Tips to help you navigate life after bereavement - Reader's Digest

1 March 2023 - Could you be STEP’s Financial Advisor Team of the Year for 2023/24? - IFA Magazine

22 February 2023 - Blended families: How to navigate writing your will - Reader's Digest

15 February 2023 - The plan to unmask the owners of 3m companies and trusts - Financial Review

13 February 2023 - Estate planning goes digital - Investment Executive

8 February 2023 - Meeting The Needs Of Modern Families - IFC Review

2 February 2023 - Disinheritance: How wealthy parents can successfully cut adult children out of their will - Tatler

1 February 2023 - ATO turns screws on popular trusts amid tax evasion claims - Financial Review

31 January 2023 - Planning finances to help your family - Birmingham Business

Reprinted by kind permission of Birmingham Business Magazine.

13 January 2023 - New worldwide Chair of STEP announced - Today's Wills & Probate

13 January 2023 - Tony Pitcher elected worldwide Chair of STEP - Bailiwick Express

13 January 2023 - Can someone with dementia make a valid will? - This Is Money

11 January 2023 - STEP elects new worldwide chair - Financial Planning Today

11 January 2023 - Society of Trust and Estate Practitioners elects new worldwide chair - International Investment

9 January 2023 - Tony Pitcher TEP elected worldwide Chair of STEP - IFA Magazine

9 January 2023 - Tony Pitcher TEP elected worldwide Chair of STEP - IFC Review

2022

6 December 2022 - Where Digital Assets fit in your Estate Plan, with Jennifer Zegel - The Retirement Café Podcast

2 December 2022 - Paper probate applications are taking up to six months, but going online is faster - This is Money

18 November 2022 - UK Legal Sector Reacts to Autumn Budget - Lawyer Monthly

16 November 2022 - ‘In dire need of reform’ Jeremy Hunt 'must seize opportunity’ to change inheritance tax - Express

26 October 2022 - Death and digital assets - FT Adviser

19 October 2022 - Factoring digital assets into the estate planning process - Professional Adviser

4 October 2022 - How will the crypto tax debate play out in the UK? - Forkast

27 September 2022 - Patagonia decision shows how trusts can be used for public good, says STEP - Today's Wills and Probate

20 September 2022 - STEP: Patagonia founder’s decision to give away his company shows how trusts can be used for public good - IFA Magazine

4 August 2022 - TRUSTS AND FOUNDATIONS: STEP responds to consultation on regulation of foreign trusts' beneficial ownership reporting duties - IFC Review

19 July 2022 - Avoid making your children executors if they don't get along, warn lawyers: Family strife over wills leads to delays, legal costs and lasting bitterness - Daily Mail

19 July 2022 - Avoid making your children executors if they don't get along, warn lawyers: Family strife over wills leads to delays, legal costs and lasting bitterness - This Is Money

11 July 2022 - Coronation Street storyline shows need for people to use a lasting power of attorney to plan what happens to their health and money if they lose capacity - IFA Magazine

4 July 2022 - Protect your digital assets after death - Alison Reid - The Scotsman

24 June 2022 - Assessing assets - what's digital - New Law Journal

20 June 2022 - New STEP publication shows how circular economy principles can provide a new approach for wealth- and business-owning families - IFA Magazine

17 June 2022 - STEP calls on service providers to offer “legacy tools” - Today's Wills and Probate

16 June 2022 - Don't lose your memories for ever: STEP calls on the government and service providers like Apple, Google and Meta to do more to help people to pass on their digital memories - IFA Magazine

10 June 2022 - STEP launches “Protect your Digital Memories” campaign - Today's Wills and Probate

7 June 2022 - Why is getting power of attorney so painful? Private documents are being lost as applications are unfairly rejected and waiting times soar - This is Money

7 June 2022 - Finance firms tackle the difficult issue of cognitive decline - Raconteur

26 April 2022 - Digital legacies: the state of affairs - Today's Wills and Probate

20 April 2022 - Estate planning needs to keep pace with the shift to digital - Money Marketing

20 April 2022 - Are probate plans the new Wild West? - Daily Mail

11 April 2022 - STEP welcomes change on guidance to Lasting Powers of Attorney - IFA Magazine

22 March 2022 - 1mn UK trusts must register on government list - The Financial Times

17 March 2022 - Music star Steve Strange's family bid to save online photos - BBC Wales News

28 February 2022 - Wills and trusts: how to plan your finances for when you’re gone - The Guardian

18 February 2022 - LPA system needs “urgent improvement” - TodaysWills&Probate

16 February 2022 - Power of attorney system ‘in desperate need of improvement’ - YourMoney.com

16 February 2022 - Call to make changes to power of attorney system - Yahoo Finance UK

16 February 2022 - STEP response to Which? research into ‘creaking’ power of attorney system - IFA Magazine

15 February 2022 - Lasting Power of Attorney system in need of urgent upgrade, Which? says - Professional Adviser

19 January 2022 - How to advise the modern, multi-jurisdictional family - FT Adviser

12 January 2022 - Legislation enabling video-witnessing for wills has been extended to 31 January 2024 - New Law Journal

12 January 2022 - Lawyers back Raab decision to extend remote witnessing of wills - Legal Futures

12 January 2022 - Bereaved families face hefty jump in probate fees to £273 - Daily Mail

2021

27 December 2021 - Apple’s new Digital Legacy function is a great move, but most people won’t use it - IFA Magazine

6 December 2021 - The tricky politics of inheritance – who should you leave your money to? - The Telegraph

5 December 2021 - How to talk to your parents about money (even though they hate it) - The Sunday Times

3 December 2021 - The Morning Briefing: In Other News - Money Marketing

29 November 2021 - Blended families creating demand for tax services across jurisdictions: study - Investment Executive

29 November 2021 - Problem solvers - The Law Society Gazette

25 November 2021 - Families Are Becoming More Complex, But Laws Haven't Kept Pace - STEP - Wealth Briefing

25 November 2021 - The Morning Briefing: King(swood) of the castle; We don’t need more education - Money Marketing

25 November 2021 - Succession planning legislation needs modern makeover - International Adviser

23 November - STEP research shows dramatic increases in modern, complex families seeking wealth and succession planning advice - IFA Magazine

21 November 2021 - Help! What am I to do with all this money? - The Sunday Times

18 November 2021 - Responsible stewardship in the Covid-19 era - Money Marketing

24 October 2021 - Do your loved ones know your passwords? - The Straits Times

17 October 2021 - Delays add to pain of getting power of attorney - The Times

15 October 2021 - Tax officials tighten their grip on crypto - The Financial Times

21 September 2021 - New report urges reforms to give families better access to the digital assets of deceased loved ones - IFA Magazine

21 September 2021 - No straightforward process for accessing digital assets after death says STEP - Today's Wills and Probate

21 September 2021 - Reform law on 'digital assets', probate lawyers urge - The Law Society Gazette

21 September 2021 - Giving families better access to the digital assets of deceased loved ones - Techxplore

1 September 2021 - Inheritance planning and blended families: a tricky mix - Financial Times

29 August 2021 - How remarrying could affect your pension - The Times

31 July 2021 - Lasting power of attorney could go digital ... must be protected against fraud and abuse - This is Money

26 July 2021 - KPMG invests in family business talent in Yorkshire - Lancashire Times

5 July 2021 - STEP celebrates 30 years of advising families across generations - Today's Wills and Probate

5 July 2021 - STEP celebrates 30 years - Money Marketing

5 July 2021 - Congratulations to STEP as it celebrates 30 years... - IFA Magazine

June 2021 - The Future Face of Your Business - SME News

24 June 2021 - Want to set up a trust for your children? ... - This is Money

23 June 2021 - STEP has launched a new guide for advisers on the responsible stewardship of wealth in a changing world - Money Marketing

22 June 2021 - STEP launches guide on responsible stewardship of wealth - IFA Magazine

22 June 2021 - STEP launches new practitioner guide on responsible wealth stewardship - Today's Wills and Probate

21 May 2021 - New Branch Chair of STEP Wales is announced - Today's Wills and Probate

May-June 2021 - Spotlight on Wealth Protection - Birmingham Business

27 April 2021 - Australia: Trusts in operation – benefits and burdens - Mondaq

8 April 2021 - Il trust: uno strumento privato di utilità sociale - We Wealth (Italian)

8 April 2021 - Trust and estate practitioners play critical role in family business succession planning - Globe and Mail

1 April 2021 - Capacity a ‘ticking legal time bomb’ for advisers - Professional Planner

25 March 2021 - The magnificent seven ways to minimise IHT liability - New Model Adviser

17 March 2021 - IHT overhaul more popular as a revenue raiser than wealth taxes - IFA Magazine

23 February 2021 - Jonathan Dunlop Earns STEP Founder’s Award - Bernews

22 February 2021 - Ontario Government's justice reform legislation aimed at modernization - Law Times News

18 February 2021 - How to make a will: As the pandemic sees a spike in Britons writing wills, we ask the experts for some tips on leaving an efficient inheritance - This is Money

12 February 2021 - Expats stranded by pandemic face heavy tax toll - Financial Times (paywall)

2020

14 December 2020 - Anguish of families in eight-month probate wait - Daily Mail

1 December 2020 - Who's moving where in wealth management - Wealth Briefing

20 November 2020 -How Telegraph readers plan to circumvent a £90bn tax grab - The Telegraph

29 October 2020 - STEP survey shows private client success during pandemic - Today's Wills and Probate

26 October 2020 - Chartered financial planner achieves top qualification for work with clients in vulnerable circumstances - Shropshire Live

19 October 2020 - The case for digital wills is only getting stronger - The Scotsman

13 October 2020 - Time to plan your legacy.com: From online passwords to photos and music, writing a will for the digital age has never been more important - This is Money

7 October 2020 - Free Wills Month And Writing A Will – All You Need To Know - Forbes

4 September 2020 - Video wills: Leaving a legacy moves into 21st century - Financial Times (paywall)

23 August 2020 - Without a will, families could break up - Straits Times (paywall)

20 August 2020 - Where there’s a will there’s a (remote) way: witnessing wills in the time of coronavirus - The Lawyer

3 August 2020 - Jersey consults on detailed rules for beneficial ownership reporting - Accountancy Daily

3 August 2020 - The importance of making a will to protect loved ones (featuring Sim Bock Eng, branch chair of STEP Singapore) - Business Times, Singapore

30 July 2020 - 'It should be a last resort': Experts voice concerns over temporary coronavirus laws allowing witnessing of wills on Zoom and FaceTime - This is Money

29 July 2020 - How Singaporeans can prepare themselves for end of life and incapacitating events - Omny FM

27 July 2020 - Video witnessing of wills to be legalised during pandemic - Money Observer

27 July 2020 - MoJ to allow and backdate remote will witnessing - Legal Futures

25 July 2020 - Final wishes recorded over Zoom: Law change in England and Wales means wills can be witnessed via video link until 2022 as Covid battle continues - Mail Online

25 July 2020 - Coronavirus: Wills witnessed by video link to be made legal - BBC News

25 July 2020 - Video witnessing of wills to be made legal in England and Wales during pandemic - The Guardian

25 July 2020 - MoJ Announces Video Witnessing Of Wills Due To Be Made Legal During Coronavirus - Today’s Wills and Probate

25 July 2020 - Wills that are witnessed using Zoom and FaceTime are to be made legal - Yorkshire Live

21 July 2020 - Singaporeans ill-prepared for end of life and incapacitating events - Singapore Business Review

21 July 2020 - Singapore: Survey shows Singaporeans ill-prepared for end of life and incapacitating events - Asia Insurance Review

21 July 2020 - Most Singaporeans not prepared for end-of-life events and incapacity - The Asset

21 July 2020 - Survey shows Singaporeans are ill-prepared for end of life and incapacitating events: STEP - The Edge Singapore

30 June 2020 - Shepherd and Wedderburn’s Lorna Brown receives STEP Excellence Award - Scottish Legal

4 May 2020 - Experts Discuss Possible Will Changes - Today's Wills and Probate

28 April 2020 - Where There’s a Will in England, There’s a Way - New York Times

23 April 2020 - Want a trusted loved one to handle your finances if you fall ill? Find out how to set up power of attorney safely during the coronavirus lockdown - Daily Mail

15 April 2020 - Executing a Will in the time of COVID-19- Lexology

12 April 2020 - Brits rush to write will - Sunday Express

8 April 2020 - Hero NHS staff drive up demand for wills - Daily Mail

7 April 2020 - Coronavirus Lockdown: Can I still make or amend a will? - UK News Group

3 April 2020 - Demand for wills surges as coronavirus has ‘focused people’s minds’ — here’s where to start- NBCUniversal

31 March 2020 - UK examines ways to make writing wills easier during Covid-19 crisis- ExecReview

31 March 2020 - Coronavirus lockdown: how to make or amend a will - Money Observer

31 March 2020 - UK examines ways to make writing wills easier during Covid-19 crisis - Guardian

27 March 2020 - 'Significant Spike' For Wills Amid Coronavirus – But How Do You Get Them Signed? - Huffington Post

20 February 2020 - Keith Robinson Joins STEP Editorial Board - Bernews

19 February 2020 - Ellen Kratzer to Speak at 2020 STEP Europe Conference in Vienna - Financial Times

30 January 2020 - Relief for trustees over relaxation of new regulation - Financial Times

30 January 2020 - Could inheritance tax be replaced with a 10% rate? - This is Money

29 January 2020 - APPG urge government to reduce inheritance tax - Today's Wills and Probate

29 January 2020 - MP's call for UK Inheritance tax overhaul - Tax Notes

29 January 2020 - Inheritance tax faces radical overhaul - Morningstar

17 January 2020 - Could new regulation spell the death of trusts? - Financial Times