Category: Uncategorized

Update on recent FATF and OECD forums to tackle financial crime

There have been two opportunities this month for our industry to come together and address emerging challenges of evolving financial crime. The Organisation of Economic Cooperation & Development (OECD) held its Global Anti-Corruption and Integrity Forum in Paris on the 25th anniversary of the signing of the OECD Anti-Bribery Convention. This was followed by the… Read More Update on recent FATF and OECD forums to tackle financial crime

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Reforms to storage of wills in the UK: STEP’s view on the challenges and solutions

The UK Ministry of Justice (MoJ) has proposed reforms that would see original paper wills dating back to 1858 converted into digital form, with the original then destroyed. The only wills that would be kept in paper form, if this reform goes ahead, would be those of famous people. Historians and others have criticised the… Read More Reforms to storage of wills in the UK: STEP’s view on the challenges and solutions

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STEP responds to UK consultation about transparency of land ownership involving trusts

STEP has responded to a UK government consultation that seeks views on improving transparency of land ownership involving trusts and options to widen access to trust information held on the Register of Overseas Entities (ROE). Transparency and privacy The extent to which information about trusts and companies should be publicly available has been much discussed… Read More STEP responds to UK consultation about transparency of land ownership involving trusts

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Dementia Action Week: STEP’s partnership with Alzheimer’s Disease International

This week is Dementia Action Week in the UK. It is an ideal opportunity for us to tell you about our partnership with the charity Alzheimer’s Disease International (ADI). ADI is our current STEP Private Client Awards Charity Partner. While entries to the Awards are free, we encourage entrants to donate to our charity partner.… Read More Dementia Action Week: STEP’s partnership with Alzheimer’s Disease International

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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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