As Chair of STEP Worldwide I look forward to welcoming a large number of my fellow members to the inaugural STEP Global Congress This event offers an opportunity for all STEP members from all 80 jurisdictions and all 105 branches and chapters to connect, share ideas and enlarge our personal networks. Congress will serve as… Read More Why should you go to STEP’s inaugural Global Congress?
In Act III of Oscar Wilde’s The Importance of Being Earnest, Lady Bracknell remarks to idle young gentleman Algernon, ‘never speak disrespectfully of society. Only people who can’t get into it, do that.’ At that time, it was usual for men in the western world to carry facial hair and this continued until the First… Read More Beards, Beliefs and Best Practice
Catching up on the latest trust and estate sector news on the go? Welcome to the wrap-up of the top ten most popular stories in the STEP North America and LATAM News Digests throughout July. In case you missed them, here are the top STEP LATAM and North America News Digest stories most clicked by our readers. CRA… Read More STEP LATAM and North America News Digest wrap-up – July’s top stories
Work and life proving to be too fast paced to keep up with all of the latest trust and estate sector news? Welcome to the wrap-up of the top ten most popular stories in the STEP Wealth Structuring News Digest throughout July. In case you missed them, here are the worldwide industry news stories most viewed by our readers.… Read More STEP Wealth Structuring News Digest wrap-up – July’s top stories
On the go and looking for takeaway news? Welcome to the wrap-up of the top ten most popular stories in the STEP online Digests throughout July. In case you missed them, here are the top STEP UK News Digest stories most clicked by our readers. Practitioners must anticipate relevant property trust charges: Practical Law has provided… Read More STEP UK News Digest wrap-up – July’s top stories
As you may be aware, STEP’s Special Interest Groups (SIGs) represent opportunities for practitioners to take an active role in a particular area of practice to drive change and share ideas with like-minded colleagues across jurisdictions. Given the continued interest from practitioners in becoming involved in STEP’s SIGS, I think it’s worth detailing why now… Read More Above and Beyond: Channel your passion through a Special Interest Group
The Managing Editor of the STEP Journal caught me out recently as I was trying to decide what I should write about for my next column, and I have to confess that a wet towel around the head was not doing me much good at 5.30 on a Friday evening. When does inspiration come, and… Read More Thinking Time
Through the Finance Act 2013, the UK-US ‘Agreement to Improve International Tax Compliance and to Implement FATCA’ is now part of UK law. It is imperative that all UK trusts and trustees urgently consider their status — regardless of any known US connections. The Foreign Account Tax Compliance Act (FATCA), part of the US Hiring… Read More Trusts: how to comply with US FATCA rules
It’s been a busy month in North America and the LATAM region as FATCA takes effect. Missed some of the developments during this crucial time? Welcome to the wrap-up of the top ten most popular stories in the STEP LATAM and North America online Digests throughout June. In case you missed them, here are the… Read More STEP LATAM and North America News Digest wrap-up – June’s top stories
On the go and need to get up to speed? Welcome to the wrap-up of the top ten most popular stories in the STEP online Digests throughout June. In case you missed them, here are the top STEP News Digest stories most clicked by our readers. New plan for splitting nil-rate bands across multiple trusts: HMRC… Read More STEP News Digest wrap-up – June’s top stories
The STEP Blog 