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
Last year the UK government introduced the Property (Digital Assets etc) Bill into the House of Lords, where it has passed second reading and on 3 February was amended by a special public bill committee. This Bill was recommended by the Law Commission of England and Wales to help clarify the law relating to property… Read More Exploring the Property (Digital Assets etc) Bill: what it does and does not do
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 capacity and digital assets.… Read More Digital assets: risks, liabilities and solutions for estate planners
UPDATE 13 DECEMBER 2021 On 13 December 2021, during the release of its iOS 15.2 update, Apple officially released its Digital Legacy feature, which lets people choose the specific people (up to five family members or friends) who will be able to access their account after they die. The chosen contacts will then be able… Read More Progress on digital legacy planning from internet service providers
The Law Commission of England and Wales has announced a public consultation on its 14th Programme of Law Reform and has published a scoping document providing background on the programme and ideas for potential projects. STEP is hosting a joint webinar with the Law Commission on 19 May to discuss the proposals in further detail.… Read More Invitation to STEP/Law Commission free webinar on its 14th Programme of Law Reform
The end of November saw STEP Special Interest Groups’ (SIGs’) annual day of conferences, the ‘Spotlight Sessions’, held at the Montcalm Hotel in London and attracting over 300 international delegates. The day started early with a breakfast-time Philanthropy Advisors SIG session. Outgoing chair Suzanne Reisman TEP welcomed attendees and contributed to a panel discussion, which… Read More STEP’s Special Interest Groups under the spotlight
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