The Chancellor’s Spring Budget coincided with a challenging set of global circumstances. The collapse of Silicon Valley Bank just days prior emphasised the need for economic confidence, investment and growth here in the United Kingdom. Coined as the ’back-to-work’ Budget, the Chancellor’s focus was on incentivising the skilled workforce to remain in work longer. Among… Read More UK Spring Budget: key updates for STEP’s members
Delegates from across the world attended STEP’s Special Interest Spotlight Sessions in London, UK on 9 December. Expert panellists discussed the latest issues affecting philanthropic giving, cross-border estates, international clients, business families, contentious trusts and estates, mental incapacity and digital assets. This is the final in a series of blogs capturing the sessions and the… Read More Key highlights from expert discussions about mental capacity, philanthropy and international clients
Delegates from across the world attended STEP’s Special Interest Spotlight Sessions in London, UK, on 9 December. Expert panellists discussed the latest issues affecting philanthropic giving, cross-border estates, international clients, business families, contentious trusts and estates, mental incapacity and digital assets.… Read More Contentious Trusts and Estates: trusts and access to justice in light of family and operational diversity
Delegates from across the world attended STEP’s Special Interest Spotlight Sessions in London, UK on 9 December. Expert panellists discussed the latest issues affecting philanthropic giving, cross-border estates, international clients, business families, contentious trusts and estates, mental capacity and digital assets.… Read More Digital assets: risks, liabilities and solutions for estate planners
Entries are open for the STEP Private Client Awards 2023/24 from 30 January until 14 April. The Awards are widely acknowledged as being the premier event in the private client industry calendar. Winning an Award is a very clear and recognised hallmark of excellence. How then, do you go about winning an Award? Mary Duke… Read More How to win a STEP Private Client Award 2023/24
Delegates from across the world attended STEP’s Special Interest Spotlight Sessions in London, UK on 9 December. Expert panellists discussed the latest issues affecting philanthropic giving, cross-border estates, international clients, business families, contentious trusts and estates, mental incapacity and digital assets.… Read More Succession issues for the modern family with estates with cross-border elements
The government is reforming the law on making lasting powers of attorney (LPAs) in England and Wales. The main purpose of the legislation is to reform the overall process of making and registering a lasting power of attorney to make it safer, easier and more sustainable.… Read More The Powers of Attorney Bill – Reforming LPAs in England & Wales
STEP hosted a webinar on 1 December which highlighted the red flags that practitioners should be aware of in the course of setting up and administering trusts. It included a presentation from the National Economic Crime Centre (NECC) of the UK’s National Crime Agency (NCA) Toby Crooks TEP of Rawlinson & Hunter moderated the event… Read More Anti-Money Laundering webinar: red flags and trusts
International Volunteer’s Day, which is on 5 December, is fast approaching. Its theme of solidarity through volunteering chimes with the vital role that volunteers play within STEP. This day is the ideal occasion to thank our volunteers. We would be nothing without our members who volunteer their time and energy to make the organisation a… Read More Solidarity through volunteering: the power of positive change
There has been a great deal of speculation in relation to potential tax measures that could be announced at the Autumn Statement on 17 November. It has been reported that that the Treasury has been working on a range of options for cutting or abolishing some tax reliefs for the Chancellor, Jeremy Hunt, to consider.… Read More The UK Autumn Statement – will inheritance tax proposals re-surface?
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