STEP in the News

STEP news reflected in national and international publications

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

2017

13 November 2017 - STEP launches online course for charity trustees - Charity Digital News

14 September 2017 - Hurricane headaches: data privacy and fraud risks trigger BVI firms to take special steps - KYC360°

7 August 2017 - Law practice Blackadders goes forth with accolade - The Scotsman

12 July 2017 - Warning over the return of dreaded death taxes after plan was ditched before the General Election - Mail Online

24 May 2017 - Higgs & Johnson associate wins Worldwide Excellence Award - Radio Cayman

24 April 2017 - Government ditches plan to hike probate fees - New Law Journal

21 April 2017 - Govt U-turns on 'unpalatable' probate fee legislation in run-up to election - Professional Adviser

21 April 2017 - 'Stealth death tax' becomes victim of snap election - FP Today

6 April 2017 - Death tax rise may be illegal, MPs tell ministers: Backbenchers call on Justice Secretary to halt controversial increase in probate fee - Mail Online

18 March 2017 - How planned increases to probate fees could cost you up to £20,000 - BBC Radio 4 Money Box

10 March 2017 - Budget 2017: Death tax by stealth to rake in £1.5billion - Newsgrio

10 March 2017 - Hammond is urged to ditch 'stealth' death tax that will rake in £1.5billion from bereaved families as Tories condemn it as a hangover from 'sneaky' George Osborne - This is Money

10 March 2017 - Death tax by stealth to rake in £1.5billion- Capital Bay

10 March 2017 - Families are warned about the Budget stealth tax - Capital Bay

11 March 2017 - Take out a loan to pay death tax, families are warned as the extent of the stealth tax raid on wills emerges in the Budget - Mail Online

10 March 2017 - Grieving families could be forced to take out crippling loans so they can administer a dead relative's estate - Mirror

10 March 2017 - Stealth death tax to rake in £1.5billion: Budget small print reveals bereaved families face new fees of up to £20,000 - Mail Online

9 March 2017 - Hammond is urged to ditch 'stealth' death tax that will rake in £1.5billion from bereaved families as Tories condemn it as a hangover from 'sneaky' George Osborne - Mail Online

2 March 2017 - What the government's probate fees jump means for your clients - Professional Adviser

2 March 2017 - Probate fee shake-up will take place in May - FT Adviser

1 March 2017 - It’s a small world: Emily Deane gives the lowdown on FATCA and CRS - Trust & Estates Law & Tax Journal

1 March 2017 - Probate costs set to rocket - Mail Online

1 March 2017 - Trust planning and administration update: FATCA/CRS and trusts – where are they now? - CILEx Journal

27 February 2017 - Probate fees set to rise by almost 100 times for big estates - City AM