STEP’s Global Congress, coming up in Amsterdam this summer, will be looking into a number of important and controversial issues, not least in the panel session I’m chairing on the second day. Joining me will be the Rt Hon Clare Short, Chair of the Extractive Industries Transparency Initiative, Jeremy Carver CBE of Transparency International and… Read More Are all countries ready for automatic information exchange?
Next week will be a busy week at STEP in helping shape the future strategy of the Society. First of all the Board, working closely with STEP staff, will be having a two day planning session here at London headquarters looking at the strategic challenges facing the Society and its members and how best STEP should position… Read More Strategy at STEP
STEP’s Professional Standards Committee recently approved some revisions to the STEP Code for Will Preparation in England & Wales, which applies to all STEP members drafting wills in England & Wales. Please find below a Q&A, which addresses the revisions and answers some common queries. If you have any questions about the Code please contact… Read More STEP Will Code revision published
Since my last statement we have seen changes on the England and Wales Regional Committee with the retirement of Keith Dudley, George Lyall, Gary Killmister and Carol Cummins. I would like to acknowledge their collective contributions over the years – especially Keith and George who have been so integrally involved in the development of STEP… Read More STEP England & Wales Biannual Statement – December 2015
The Panel of Judges met yesterday to decide the winners of this year’s STEP Private Client Awards. Yesterday’s meeting was the culmination of a process that began in April when nominations closed and expert panels started sifting through well over 200 entries from 17 different jurisdictions to produce a shortlist of finalists in each category.… Read More STEP Private Client Awards Winners Chosen!
Another six months have flown by during which time plenty has happened on the international and national stage including the election of the Conservative Party into government. The first Tory Budget since 1996, announced on 8 July, was widely trailed in many respects. The UK Technical Committee has already been preparing for changes to the… Read More STEP England & Wales Biannual Statement – July 2015
There have been some important changes in the England and Wales Regional Committee since the last Chair’s statement in June. Most significantly Patricia Wass has recently finished her term as Chair of the Committee. As will be evident from the Committee’s recent statements Tricia has steered the Committee through a number of important discussions and… Read More STEP England & Wales Biannual Statement – December 2014
The Family Firm Institute annual conference is a mixing pot of those who advise family businesses and business families – family counsellors, management consultants, mediators, accountants, lawyers, psychiatrists, psychologists, academic commentators, a good few family members and, interestingly, consultants who have come from businesses, families. A good few of the above are TEPs. This year’s… Read More Business, family and ownership: working in three dimensions
In April I provided advice to STEP members on how to handle the protection of their online accounts following the revelation of the ‘Heartbleed’ exploit. A new exploit dubbed ‘Shellshock’ was discovered last week and it is widely recognised as being more serious and far reaching than Heartbleed. With the potential to affect everything from… Read More The ‘Shellshock’ IT exploit: what you should do to protect your home and office systems
‘Ask me anything’ online engagement events are increasingly being used by public personalities and organisations to offer direct responses to questions posed by fans, followers and, indeed, members. In the spirit of talking directly to our membership we, STEP worldwide Chair Hélène Anne Lewis, and CEO of the worldwide Secretariat David Harvey, are inviting you… Read More Straight from the top – ‘Ask the Chair and CEO’
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