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

OTS report supports STEP’s calls for simplification

The UK Office of Tax Simplification (OTS) has published its first report of its review into inheritance tax (IHT).  The report, in which STEP is widely quoted, finds that the process for completing IHT forms is too complex and old fashioned, and that too many people are having to fill them in unnecessarily. The OTS… Read More OTS report supports STEP’s calls for simplification

Controversial will? Advise your clients on ‘statements of reason’

Earlier this spring STEP hosted the Tax, Trusts & Estates Conference at a number of venues around the UK. Speakers included Stephen Lawson TEP, Chris Whitehouse TEP, Caroline Bielanska TEP, Steven Kempster TEP, Professor Lesley King TEP, and Lucy Obrey TEP. Stephen Lawson provided a much needed update on the Inheritance (Provision for Family and… Read More Controversial will? Advise your clients on ‘statements of reason’