News coverage quoting STEP in national and international media
- 2023
-
19 September 2023 - How to plan for life's what-ifs - Good Housekeeping
15 September 2023 - Tech platforms failing consumers on legacy settings - Today's Wills & Probate
15 September 2023 - New STEP tool helps inheritance advisors prevent their clients losing access to precious digital assets - Solicitors 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 writers - Today'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 probate - Today'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 costs - Today'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 - 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 - 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 - 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 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 - 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
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 - 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
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
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