This week we publish a short report reflecting on the use of PCRT (Professional Conduct in Relation to Taxation) by the professional bodies since the Standards for Tax Planning were added in March 2017. STEP became a signatory to PCRT in 2011 following its inception 25 years ago by the other UK tax bodies. PCRT… Read More PCRT: Continuing to raise professional standards
I’ve learned much in my first year as Chair of STEP England and Wales. The most impressive thing I’ve seen remains something that I already knew existed; the passion and dedication of our members. The E&W Committee are looking at how we can increase support at a local level. Getting new members involved remains the… Read More A look back at 2019 in STEP England and Wales
STEP is aware that many members are looking for clarification as to how GDPR should be interpreted in the context of trusts and estates. STEP’s Data Protection Working Group has made submissions to, and had discussions with, the Information Commissioner’s Office on this topic, and intends to publish guidance early next year (most likely in… Read More GDPR and trusts and estates: new guidance coming
I passed a busy few days in Sao Paulo last week at the STEP LatAm Conference, where I was representing STEP, together with our Chair, Simon Morgan TEP. The regional committee meeting and first networking reception set the tone for meeting many of our professional members, and it was a great pleasure to meet so… Read More Meeting new friends and old at the STEP LatAm Conference in Sao Paulo
STEP attended the Global Tax Advisers Platform (GTAP)’s inaugural conference ‘Tax & the Future’ in Turin, Italy last week, alongside many leading European tax advisors. The event was hosted by the foundation of Confédération Fiscale Européenne (CFE) Tax Advisers Europe, which was celebrating its 60th anniversary (press release). The GTAP was set up by the… Read More STEP attends Global Tax Advisers Platform conference in Turin
HM Courts and Tribunal Service (HMCTS) recently organised a focus group, attended by practitioners from across the industry and representatives of various professional bodies, as part of its ongoing changes to the rules and processes around probate applications in England and Wales. As Deputy Chair of STEP’s England and Wales Regional Committee, I attended the… Read More Online probate applications update – Oct 2019
My tenure as Chair of STEP’s England and Wales Regional Committee began in January and I would like to thank Rita Bhargava TEP for being such a hard act to follow. January also heralded the arrival of STEP’s new Chief Executive, Mark Walley. Mark has been quick to get his feet under the table and… Read More What’s happening in England and Wales?
Leading industry practitioners speaking at last week’s STEP Employer Partnership Programme (EPP) Summer Forum discussed how to understand employee engagement, and put new ideas into practice. Particular topics for discussion included flexibility in the workplace, and understanding gender diversity and inclusion. The day was chaired by STEP CEO, Mark Walley and hosted by RSM at… Read More STEP Employer Partnership Forum examines best practice in employee engagement
It was an absolute pleasure to be back in Toronto, Canada for the 21st National Conference, the STEP Canada Board meeting and AGM. I had visited in February, early in my tenure, given the importance of the region to STEP overall and to learn more about how we operate in different parts of the world.… Read More A welcome return to STEP Canada to attend the 21st National Conference
We all know that employee engagement is important, but that doesn’t mean it’s easy to get right. Next month’s STEP Employer Partnership Programme (EPP) Summer Forum will look at this key area, and help you devise a strategy that works for your organisation. Employee engagement can mean different things to different people. Some will see… Read More What can you do to improve employee engagement?
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