STEP, alongside ICAEW and the Law Society, has recently published a guide to help trustees determine the status of UK trusts under the UK/US FATCA IGA. There is still a misconception on the part of some practitioners that only UK trusts with US connections or assets have to take note of FATCA. The reality is… Read More It’s time to urgently think about UK trusts under the UK-US IGA
This week I sent out a letter welcoming everyone back for another busy year in 2014. Looking back at 2013, I noted that my role was marked by three Cs: Communication – Not just telling our membership about our mission and values but taking on board their own visions for the future of STEP Connections… Read More Happy New Year from Hélène Anne Lewis, Chair, STEP Worldwide
As a professional body, STEP seeks to promote the highest standards of practice amongst its members. In an increasingly regulated world, it has long seemed to me odd that the preparation of the most sensitive document most people will ever sign, their will, is almost entirely unregulated in England & Wales. Anyone can do it,… Read More Will Code Welcome News
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