Today is World Mental Health Day. This year’s theme is ‘making mental health and wellbeing for all a global priority’. This provides a welcome opportunity for STEP to reflect on how mental health impacts on the work of our 21,000 members in 96 countries.… Read More What is the advisor’s role in relation to mental health and capacity?
Anti-Money Laundering Europe (AME) hosted a webinar on 29 September that was moderated by the chairman of STEP Europe, Paolo Panico TEP.… Read More Anti-Money Laundering Europe (AME) roundtable on the EU’s AML/CFT legislative package
The 1 September deadline has passed for registerable trusts, simplifying the timescale to the same 90 days for all nontaxable trusts. It seems a good time to highlight other simplifications, affecting trusts of insurance policies, which may not be immediately apparent.… Read More How cross-sector collaboration clarified life and health trusts registration protections
In celebration of National Inclusion Week, STEP’s Chief Executive Mark Walley writes about what STEP is doing to ensure inclusion at every level of the organisation. Today marks the start of National Inclusion Week, a time dedicated to celebrating inclusion and taking action to create inclusive workplaces. This year’s theme is Time to Act: The… Read More Time to Act: Putting STEP’s Equality, Diversity and Inclusion principles into action
To mark International Week of Happiness at Work, we asked Glenn Branney TEP from Julius Baer International Limited – a STEP Gold Employer Partner – to talk about how the business has been supporting the mental health and wellbeing of their people so they can be happy at work.… Read More Happiness at Work: One Business’ Story of Wellbeing at Work
When Nancy Golding KC TEP attended a lunch meeting over 26 years ago, she never imagined she would one day become worldwide Chair of STEP. To celebrate the beginning of this year’s STEP Council elections, we asked her to tell the story of how she became so involved in STEP and the message she has… Read More The future of STEP: STEP Council Elections 2022
HMRC has introduced new processes for trustees and their agents to register trusts on the Trust Register Service (TRS) in the UK which will be implemented on 1 September 2022. Deadlines for registering a trust The deadline for registering most trusts on the TRS is 1 September 2022. More information on the trusts that need to… Read More HMRC introduces new Trust Register Service processes
The Law Commission of England and Wales published a consultation paper on 28 July seeking views from legal and technology experts in order to examine how existing personal property law should apply to digital assets. The UK government has asked the Law Commission to make recommendations for reform to ensure that the law is capable… Read More England and Wales Law Commission consults on reforming the law relating to digital assets
Today marks 103 years since the death of Andrew Carnegie, the famous philanthropist. To mark the occasion, we asked Julie Wynne, Chair of the STEP Philanthropy Advisors Special Interest Group, to write a blog on one of today’s hot topics: corporate philanthropy – and how companies can create a purpose-driven workplace that truly gives back to society.… Read More Corporate philanthropy and the purpose-driven workplace
The US Supreme Court has announced that it will adjudicate a conflict between federal appellate courts about how to compute the non-willful penalty for a taxpayer failing to file form 114 from the Financial Crimes Enforcement Network (FinCEN) of the US Treasury. This form is known as the Report of Foreign Bank and Financial Accounts… Read More US Supreme Court to rule on conflict relating to how to prevent US persons with overseas accounts from circumventing US law
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