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
The pandemic sparked a huge shift in how and where we work. What can employers do to attract and retain the best people beyond offering a high salary? These were the issues at the heart of a recent webinar for STEP’s Employer Partners. We asked our speakers to give us a summary of the key… Read More How can employers attract and retain the best people?
The demand in China for wealth management services, in particular the creation of charitable and family trusts, continues to rocket, as Chinese families want the best possible advice when planning their assets across generations. Following recent announcements to further develop the trust law in China, the Chinese Trust Registration (CTR) – China’s nationwide registration and… Read More Advancing education and best practice for trust and estate practitioners in China
Today is International Women’s Day 2022, which has the theme of #breakthebias, aiming to create a world ‘free of bias, stereotypes, and discrimination’. To mark this important day, we asked two STEP members about their experience of being a senior woman at STEP and their role models. This is what they told us: Bock Eng… Read More International Women’s Day 2022: #breakthebias
The UN organises International Volunteer Day on 5 December every year to recognise and promote the tireless work of volunteers across the globe. The theme this year is ‘Volunteer now for our common future’. I am delighted that we are taking this opportunity to recognise the work of our volunteers here at STEP. Quite simply, STEP… Read More Thank you to all our volunteers on International Volunteer Day
12 November 2021 What can professionals learn from the mindset of elite athletes? That was the theme of the recent webinar for STEP’s Employer Partnership Programme (EPP) members. We heard from former Olympian, Sandrine Mainville, of Canadian law firm Borden Ladner Gervais (BLG) and Sindy Peixoto, National Director, Talent Development for BLG about what it… Read More Creating ‘Corporate Athletes’ with STEP’s Employer Partnership Programme
STEP is considering the development and implementation of an online testamentary capacity assessment course and is keen to assess members’ appetite and enthusiasm. With very little guidance or industry training currently available, an online course could be a valuable educational tool for anyone required to interact with capacity assessments. The background to the course In 2017… Read More What are your views on a STEP testamentary capacity assessment course?
The Law Commission of England and Wales has announced a public consultation on its 14th Programme of Law Reform and has published a scoping document providing background on the programme and ideas for potential projects. STEP is hosting a joint webinar with the Law Commission on 19 May to discuss the proposals in further detail.… Read More Invitation to STEP/Law Commission free webinar on its 14th Programme of Law Reform
It’s no secret that 2020 has been an unprecedented year; and just about everyone writing a commentary on the last twelve months would probably say the same. But how has STEP fared during this turbulent time? I wrote in June of how lucky we were to be part of an organisation that strove to keep… Read More We’ve reached the end of an unprecedented year, but how has STEP fared?
On 24 November, the Financial Action Task Force (FATF) held its private sector consultative forum on beneficial ownership of legal persons, which focused on Recommendation 24 Transparency and beneficial ownership of legal persons of the FATF Recommendations. FATF stated that it is undergoing a major review of this area, which may lead to a comprehensive… Read More FATF holds consultative forum to inform review of beneficial ownership system
The STEP Blog 