STEP in the News

STEP news reflected in national and international publications

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

2019

27 December 2019 - Industry Predictions For 2020 - Today's Wills and Probate 

5 December 2019 - Minister Furbert Speaks At STEP Conference - Bernews

5 December 2019 - Jersey: STEP Re-Elects Simon Morgan TEP Of Vistra Jersey As Worldwide Chair - Mondaq

4 December 2019 - STEP re-elects Simon Morgan TEP of Vistra Jersey as worldwide Chair - Cayman inews

4 December 2019 - STEP re-elects Vistra Director as worldwide Chair - Tax Grotto

4 December 2019 - Simon Morgan, Head of Private Clients at Vistra Jersey, re-elected Worldwide Chair of STEP - BL Global

3 December 2019 - Vistra Director re-elected as STEP worldwide Chair - Bailiwick Express

3 December 2019 - STEP re-elects Vistra Jersey director as worldwide Chair - Wealth Adviser

2 December 2019 - I want to give my £25,000 stamp collection to my son: Do I need to write a dated letter proving it was a gift to avoid inheritance tax - This is Money

1 November 2019 - After you’ve gone - PrintWeek

29 October 2019 - Lloyds Bank creates inheritance mess for hundreds of bereaved families after wills storage blunder - This is Money

29 October 2019 - New Intestate Succession Act poses challenges for Saskatchewan lawyers - The Lawyer's Daily

29 October 2019 - My late father has left a plot of land in Florida but my sister and I have UK probate that isn't recognised in the US: What can we do? - This is Money

18 October 2019 - Government U-turn on probate fees hike - Accountancy Daily

14 October 2019 - 'Death tax' rise to £6k is FINALLY scrapped: Government drops plan after grieving families suffer months of uncertainty and long probate delays - MailOnline

14 October 2019 - Government U-turns on probate fees hike - YourMoney.com

14 October 2019 - UK Ministry of Justice scraps proposed increase in probate fees - The Financial Times (paywall)

5 October 2019 - Millennial money: time to write a will - The Times

3 October 2019 - The advisers who never stop learning- Moneymarketing

25 August 2019 - Use horse sense to rein in the strain of care - Mental decline can cause misery but, by planning finances carefully, families can take steps to minimise the worst effects - Sunday Times

16 August 2019 -Bereaved families STILL face massive probate delays after months of chaos and there's no firm start date for fee hikes of up to 2,700% - Mail Online

16 August 2019 -HMCTS confirms closure of first Probate Registry Office - Today's Wills and Probate

2 August 2019 - Number of people setting up legal failsafe against falling ill has soared: Power of attorney lets loved ones step in to take control when needed -This is Money

31 July 2019 - Influx of LPAs reflects greater public awareness - Today's Wills and Probate

17 July 2019 - Stewarts’ Trust and Probate Litigation team review the private wealth disputes landscape - Lexology

17 July 2019 - Bournemouth: Solicitor receives Worldwide Excellence Award - The Business Magazine, Bournemouth

13 July 2019 - Lasting power of attorney: stand up for your rights - The Times (paywall)

9 July 2019 - Damning report blasts complex inheritance tax laws - This is Money

9 July 2019 - Solicitors disappointed by inheritance tax overhaul - Law Society Gazette

9 July 2019 - New Street reaches global awards final - Bailiwick Express

5 July 2019 - Make giving simpler! Chuck out complex inheritance tax gifting rules and just have a single allowance - and cut the seven-year rule to five, say government gurus - This is Money

3 July 2019 - Solicitor Lindsay Kirkwood wins coveted STEP award - Scottish Legal News

28 Jun 2019 - Online probate system to be widely rolled out from October - Law Society Gazette

25 Jun 2019 - Five tips wealthy families should follow when building a financial estate plan - Financial Post (Canada)

21 June 2019 - Trust Corporation International a finalist for global award - Bailiwick Express

19 June 2019 - Jasmin reaches international awards final - Bailiwick Express

19 June 2019 - Carey Olsen Shortlisted For International Award - Bernews

18 June 2019 - Five Canadian finalists among STEP Private Client Awards shortlist - Canadian Accountant

14 June 2019 - When love is in the air don’t let money come between you - Moneywise

12 June 2019 - Trust governance tool sees usage surge - Bailiwick Express

10 June 2019 - STEP announces new student award winners - Cayman inews

3 June 2019 - The Family Firm Institute (FFI) has announced the recipients of the 2019 Awards for Achievement - Stamford Advocate

3 June 2019 - The Family Firm Institute (FFI) has announced the recipients of the 2019 Awards for Achievement - Yahoo Finance

29 May 2019 - Deakin unveils accreditation of financial planning course - Money Management, Australia

29 May 2019 - Financial planning course gets ‘world first’ accreditation - Independent Financial Adviser, Australia

10 May 2019 - Grieving families face lengthy waits for probate: Technical glitches and a rush to beat fee hikes are creating a backlog, warn lawyers - This is Money

10 May 2019 - ‘Death tax’ chaos: Huge backlog builds up as families wait up to 12 weeks to get control of estates amid rush ahead of increase in probate fees to £2,500 - Daily Mail

8 May 2019 - Probate delay: Bereaved families waiting MONTHS after technical glitch ahead of HUGE hike - Express

7 May 2019 - Delays with new online probate service leaves bereaved families with waits of up to 11 weeks - This is Money

3 May 2019 - How do you stop abuse by people entrusted with power of attorney? Bid by watchdog to stop vultures exploiting the vulnerable - This is Money

30 March 2019 - Contesting a will? Here’s how to start - The Times (paywall)

28 March 2019 - Government hands job of detecting bogus wills to 'bulk scanning' firm to save cash while sticking new probate tax of up to GBP6,000 on the bereaved - This is Money

21 March 2019 - Huge new 'death taxes' could cause legal headaches for executors who fail to beat the hikes - or make blunders in their haste, experts warn - Mail Online

19 March 2019 - Letters - Telegraph

13 March 2019 - Higher probate fees ARE a tax admits the government after charge increase for grieving families was introduced to generate an extra £155m a year - Daily Mail

9 March 2019 - Sensible solutions for protecting the family fortune - The Times

27 February 2019 - Director's 'highest' marks result in vital help, Crowe Isle of Man director Phaedra Bird TEP has presented donations to two charities working to support the marginalised and the vulnerable  - Isle of Man Today

7 February 2019 - Relieve pressure of new bumper death taxes with a less stressful deadline for bereaved families, government told - This is Money

30 January 2019 - Sidmouth finance specialist appoints Sidmouth woman as chair for England and Wales - Sidmouth Herald

22 January 2019 - STEP Cayman hosts annual conference  - Cayman Compass

15 January 2019 - UK grants three-year extension for public ownership registers - International Adviser

15 January 2019 - Cleaver Fulton Rankin solicitor Jade Gabriel receives STEP advanced certificateIrish Legal News

2018

13 December 2018 - Calgary business becomes first Canadian firm to receive international award - newswire.ca

11 December 2018 - Who Can you Trust? Beware of the dangers of using unregulated companies to prepare Wills and Trusts - Frome Times

11 December 2018 - Global law exam achievement puts Bath private client solicitor on top of the world - Bath Business News

10 December 2018 - Experts Share Views On Government’s New Increased Probate Fees - Today's Wills and Probate 

26 November 2018 - Butterfield is named STEP Large Trust Company of the Year - Bailiwick Express

16 November 2018 - UK: Warning: Only Trust Regulated Firms With Your Life Savings! - Mondaq

13 November 2018 - Top award for Butterfield Trust - The Royal Gazette

12 November 2018 - Heavy with the levy (probate fees) The Law Society Gazette

9 November 2018 - Experts Share Views On The Impact Of E-Signatures - Today's Wills and Probate 

9 November 2018 - Bereaved Families Face Hike In Probate Fees - Yorkshire Business Daily

6 November 2018 - Can you trust a trust? - Saga Magazine (Paul Lewis)

6 November 2018 - Ministers press ahead with probate fee shake-up - BBC News

5 November 2018 - New death tax to hit grieving families: Fury as ministers hike probate costs from £215 to as much as £6,000 - Mail on Sunday

5 November 2018 - STEP Annual 2018 Conferences Prove A Success In The Industry - Today's Wills and Probate

1 November 2018 - Philanthropy advisors get to grips with Generation Impact - Alliance

31 October 2018 - STEP appoints new Chief Executive - Wealth Adviser

31 October 2018 - STEP appoints new Chief Executive - AP Bankers

31 October 2018 - Emily Deane, of the Society of Trust and Estate Practitioners, says you shouldn't encounter any problems ... - This is Money (scroll down)

31 October 2018 - Family inheritance group STEP appoints new CEO - Family Law

31 October 2018 - STEP Appoints New Chief Executive - Today's Wills and Probate

31 October 2018 - STEP Gets New Chief Executive - Wealth Briefing Asia (paywall)

30 October 2018 - STEP names new Chief Executive - ePrivate Client (paywall)

30 October 2018 - STEP names new Chief Executive - BL Global

29 October 2018 - UFS of Financial Planning Law gets global accreditation - MoneyMarketing, South Africa

24 October 2018 - House values mean London tops league for inheritance tax (quotes George Hodgson) - The Times (paywall)

24 October 2018 - Britain's top 10 inheritance tax hotspots revealed: Guildford tops the list as IHT receipts hit record highs (quotes George Hodgson) - Moneywise

22 October - STEP Elects New Global Chairman - Wealth Briefing (paywall)

23 October 2018 - Jersey director named STEP worldwide Chair - Bailiwick Express

18 October 2018 - STEP elects Vistra Partner as Worldwide Chair - BL Global

12 October 2018 - Intertrust's work culture recognised with Platinum accreditation - Bailiwick Express

8 October 2018 - When a Trust is not the answer: Never consider a plan to avoid inheritance tax or care home fees - Radio Times

19 June 2018 - Cartmell Shepherd's Matthew Rogers scoops STEP Worldwide Excellence Award - News & Star

17 June 2018 - It's a matter of digital life and death - Sydney Morning Herald

13 June 2018 - Digital assets slip through the gaps - The Australian (paywall)

22 May 2018 - Rawlinson & Hunter receives STEP employer accreditation - Cayman Compass

14 May 2018 - JTC achieves ‘Gold Employer’ status across ten jurisdictions - Cayman iNews

6 May 2018 - Inheritance Planning Goes Wrong - Money Box, BBC Radio Four