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Key highlights from expert discussions about mental capacity, philanthropy and international clients

Delegates from across the world attended STEP’s Special Interest Spotlight Sessions in London, UK on 9 December. Expert panellists discussed the latest issues affecting philanthropic giving, cross-border estates, international clients, business families, contentious trusts and estates, mental incapacity and digital assets. This is the final in a series of blogs capturing the sessions and the… Read More Key highlights from expert discussions about mental capacity, philanthropy and international clients

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Contentious Trusts and Estates: trusts and access to justice in light of family and operational diversity

Delegates from across the world attended STEP’s Special Interest Spotlight Sessions in London, UK, on 9 December. Expert panellists discussed the latest issues affecting philanthropic giving, cross-border estates, international clients, business families, contentious trusts and estates, mental incapacity and digital assets.… Read More Contentious Trusts and Estates: trusts and access to justice in light of family and operational diversity

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Succession issues for the modern family with estates with cross-border elements

Delegates from across the world attended STEP’s Special Interest Spotlight Sessions in London, UK on 9 December. Expert panellists discussed the latest issues affecting philanthropic giving, cross-border estates, international clients, business families, contentious trusts and estates, mental incapacity and digital assets.… Read More Succession issues for the modern family with estates with cross-border elements

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Solidarity through volunteering: the power of positive change

International Volunteer’s Day, which is on 5 December, is fast approaching. Its theme of solidarity through volunteering chimes with the vital role that volunteers play within STEP. This day is the ideal occasion to thank our volunteers. We would be nothing without our members who volunteer their time and energy to make the organisation a… Read More Solidarity through volunteering: the power of positive change

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The UK Autumn Statement – will inheritance tax proposals re-surface?

There has been a great deal of speculation in relation to potential tax measures that could be announced at the Autumn Statement on 17 November. It has been reported that that the Treasury has been working on a range of options for cutting or abolishing some tax reliefs for the Chancellor, Jeremy Hunt, to consider.… Read More The UK Autumn Statement – will inheritance tax proposals re-surface?

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STEP disappointed by government inaction on reforming legal protections for cohabiting couples

The UK government has rejected a call from a cross-party Commons Select Committee to reform law for cohabiting couples. The Women and Equalities Committee called for reform to family law in England and Wales to better protect cohabiting couples and their children from financial hardship due to separation. The Committee holds the government to account… Read More STEP disappointed by government inaction on reforming legal protections for cohabiting couples

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How cross-sector collaboration clarified life and health trusts registration protections

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

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