With so many awareness days, weeks and months taking place each year, how does STEP decide which ones to mark? We start from our strategy and what matters most to us. In January 2022, STEP’s Board set out its commitment to equality, diversity and inclusion (EDI). Our Board published a set of Guiding Principles for… Read More Is anything stopping you sharing your Pride?
STEP is a member of the Probate User Group, which brings together His Majesty’s Courts and Tribunals Services (HMCTS), professional bodies and charities to address issues with the probate service. At a recent meeting, the challenges that HMCTS (in England and Wales) faces in catching up with an increasing workload and reducing timeframes were discussed.… Read More HMCTS Probate User Group update – May 2023
This week is Dementia Action Week in the UK. It is an ideal opportunity for us to tell you about our partnership with the charity Alzheimer’s Disease International (ADI). ADI is our current STEP Private Client Awards Charity Partner. While entries to the Awards are free, we encourage entrants to donate to our charity partner.… Read More Dementia Action Week: STEP’s partnership with Alzheimer’s Disease International
Predatory marriage is a marriage where one party is vulnerable and has been induced to enter into it by the other party who will make money from it.… Read More Predatory marriage: warning signs and preventative action
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
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