The STEP Barometer 2026 report looks at the value of expertise in a complex world and reveals the key challenges, trends and priorities facing family wealth and succession advisors and their clients globally. On 31 March 2026, STEP held a webinar, for which more than 1,100 people registered, which I was delighted to chair. We… Read More Reflections from the STEP Barometer webinar
This week the OECD Global Anti-Corruption & Integrity Forum in Paris brought together public and private sector stakeholders from all over the globe. They had the shared aim of collaborating to enhance safeguards in an evolving global landscape around anti-corruption, anti-money laundering, fraud prevention and public integrity systems. A clear message from the Forum was… Read More Balancing transparency and legitimate confidentiality: insights from the OECD Forum
Bermuda has taken a landmark step in modernising trust law with the enactment of the Trustee Amendment Act 2025, which provides trustees with long-needed clarity around responsible investing. The reform was driven by Bermuda’s industry in association with STEP and the Bermuda Business Development Agency, led by Gina Pereira TEP of Dana Stewardship Advisory. The… Read More A model for jurisdictions: Bermuda trust law reform
In 2025, STEP’s policy and technical work delivered significant legislative and regulatory outcomes across the globe. Through expert engagement and strong collaboration with policymakers, STEP has helped shape law reform, improve fiduciary practice and protect families and beneficiaries worldwide. Trust reform in Bermuda As part of STEP’s positive impact trust reform work we continue to… Read More STEP Policy Round-Up 2025: delivering global impact
In this blog Emily Deane TEP, Technical Counsel & Head of Government Affairs at STEP, explores how a new EU Regulation relating to cross-border issues affecting vulnerable adults will interact with the Hague Convention. STEP attended a conference recently in Milan that was organised by the Università Cattolica del Sacro Cuore. Speakers from the European… Read More The new era for adult protection in Europe
At STEP, we know audits are an essential part of ensuring compliance, maintaining high standards and building trust. But let’s be honest – traditional audit processes weren’t always the easiest for members. Relying on manual forms, fragmented systems and time-consuming processes could make Continuing Professional Development (CPD) compliance feel like a chore. That’s why we’ve… Read More Smarter audits: how STEP is making CPD compliance simpler for members
The STEP Private Client Awards stand as a benchmark of excellence in the wealth and private client industry, recognising the dedication, expertise and innovation of firms and professionals worldwide. Having the privilege of serving as a judge for the first time this year, I am eager to see how practitioners and firms continue to push… Read More Navigating the STEP Private Client Awards: Insights from a Judge
It has been a busy start to 2025 for STEP’s UK Technical Committee, which, has diligently articulated several key technical considerations to HMRC regarding the proposed abolition and replacement of the UK’s non-domiciled tax regime. Having carefully considered the content of the Finance Bill 2024-25, STEP’s representations have emphasised the importance of clear guidelines to… Read More STEP representations to HMRC on non-dom changes
Photo caption: Top row L-R: Matt Gilligan, Hannah Bisson, Sophie Hart, Tom Kimber, Natasha SouthamBottom row L-R: Paul Taylor, Lana So Wan Yuen, Adonis Zachariou, Naro Zimmerman We are pleased to introduce STEP’s global Next Gen Working Group, a new sub-committee of STEP’s EDI Committee, which aims to bridge the gap between established STEP members… Read More Introducing STEP’s global Next Gen Working Group
Today is Global Ethics Day, an annual event launched in 2014 by the Carnegie Council for Ethics in International Affairs. It is commemorated and celebrated by more than 100 countries worldwide. Since it began 110 years ago, the Carnegie Council has undertaken some incredible work. Like its founder, Andrew Carnegie, the Foundation promotes the power… Read More Everyday ethics: how STEP’s ethical codes support decision making
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