STEP UK News Digest wrap-up – November’s top stories

The year is drawing to a close but there has still been plenty of activity in the private wealth sector throughout November. Welcome to the wrap-up of the top ten most popular stories in STEP’s online UK Digests throughout November as clicked by our readers. Woman who disowned mother fails in claim on estate: A woman who wrote… Read More STEP UK News Digest wrap-up – November’s top stories

STEP Wealth Structuring News Digest wrap-up – October’s top stories

Welcome to the wrap-up of the top ten most popular stories in the STEP Wealth Structuring News Digest throughout October. In case you missed them, here are the worldwide industry news stories most viewed by our readers. IFCS group publishes new trust regulation standards: The Group of International Finance Centre Supervisors has issued a new standard on the regulation… Read More STEP Wealth Structuring News Digest wrap-up – October’s top stories

STEP UK News Digest wrap-up – October’s top stories

Head in the clouds? Missed key recent industry news? Welcome to the wrap-up of the top ten most popular stories in the STEP online Digests throughout October as clicked by our readers. Charity loses challenge to executors’ interpretation of nil-rate band: The executors of Valerie Smith were entitled to interpret the expression ‘nil-rate band’ in her will… Read More STEP UK News Digest wrap-up – October’s top stories

STEP Wealth Structuring News Digest wrap-up – September’s top stories

  Tired of surfing for the latest private wealth industry news? Welcome to the wrap-up of the top ten most popular stories in the STEP Wealth Structuring News Digest throughout September. In case you missed them, here are the worldwide industry news stories most viewed by our readers. Citizenship renunciation fee soars as American expats flee FATCA: US government… Read More STEP Wealth Structuring News Digest wrap-up – September’s top stories

STEP UK News Digest wrap-up – September’s top stories

Summer might be over but there’s still plenty going on in the private wealth sector and you might need to catch up on the big industry news stories. Welcome to the wrap-up of the top ten most popular stories in the STEP online Digests throughout September most clicked by our readers. Amendments to intestacy and reasonable provision rules: The rules… Read More STEP UK News Digest wrap-up – September’s top stories

STEP LATAM and North America News Digest wrap-up – August’s top stories

Catching up on the latest trust and estate sector news on the go? Welcome to the wrap-up of the top ten most popular stories in the STEP North America and LATAM News Digests throughout July. In case you missed them, here are the top STEP LATAM and North America News Digest stories most clicked by our readers. Robin… Read More STEP LATAM and North America News Digest wrap-up – August’s top stories

STEP Wealth Structuring News Digest wrap-up – August’s top stories

Need to put all the pieces of trust and estate industry news together? Welcome to the wrap-up of the top ten most popular stories in the STEP Wealth Structuring News Digest throughout August. In case you missed them, here are the worldwide industry news stories most viewed by our readers. Anger at UK’s listing of Cayman as high-risk… Read More STEP Wealth Structuring News Digest wrap-up – August’s top stories

More than a tick in the box: why CPD audits matter

Most professional associations and regulators require members to adhere to a set of professional standards —usually including a clause on maintaining and updating knowledge. STEP has had rigorous requirements in this regard since the Society was formed in 1991, but since the majority of STEP members also answer to various regulators and professional bodies in their… Read More More than a tick in the box: why CPD audits matter