STEP in the News

News coverage quoting STEP in national and international media

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

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 - 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

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

21 June 2022 - Campaign launched to protect 'digital memories' - ePrivateClient

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

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 - What links the world's longest-running TV soap and a membership body? - MemCom

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 listThe 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

20 January 2022 - Probate fees set to rise on 26 January - Which?

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

16 January 2022 - 8 financial products you don’t need in 2022 - Which?

12 January 2022 - Video-witnessed wills extended until 2024 - Which?

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

12 January 2022 - Lawyers back Raab decision to extend remote witnessing of willsLegal 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

24 November - STEP research shows dramatic increases in modern, complex families seeking wealth and succession planning advice - Wealth 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 - Reform law on 'digital assets', probate lawyers urge - Business Mayor

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

12 July 2021 - Who gets the keys to your digital estate? - AP News (and multiple other sources)

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

5 July 2021 - STEP celebrates 30 years of advising families across generations - Wealth Adviser

28 June 2021 - The rise of the crypto-asset: practical advice for trustees - Wealth Adviser

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

22 June 2021 - STEP launches new practitioner guide on responsible wealth stewardship - Wealth Adviser

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 - Reform IHT to help pay for the cost of Covid-19, say inheritance planning professionals - Wealth 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 - STEP elects nancy Golding QC as worldwide Chair - Managers of Wealth

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

26 March 2020 - Will services in high demand – how to make a will quickly and cheaply- Which?

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