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

February 6, 2023February 6, 2023 STEPeditorLeave a comment

Modernising LPAs: consultation published

STEP informed members in November 2020[1] that the Ministry of Justice (MoJ) and the Office of the Public Guardian (OPG) had jointly initiated a project to modernise the process of making and registering lasting powers of attorney (LPAs) in England and Wales. The collaboration involved a series of stakeholder working groups to obtain research that… Read More Modernising LPAs: consultation published

July 21, 2021 STEPeditorLeave a comment

STEP’s Special Interest Groups under the spotlight

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

December 14, 2017December 14, 2017 STEPeditorLeave a comment

Will-writing reforms proposed

The Law Commission of England and Wales is holding a public consultation on reform of the law of wills. The current law, largely derived from the Wills Act 1837, is understandably antiquated and requires an overhaul. The Commission notes that 40 per cent of people in England and Wales die without leaving a valid will,… Read More Will-writing reforms proposed

August 8, 2017August 21, 2017 STEPeditor1 Comment

STEP – the reality

There have been a number of recent press articles about the role of STEP, a leading professional body, in the wealth management industry. Some of these articles have presented a highly distorted view of STEP and the activities of our members. STEP members, known as TEPs, spend their professional lives helping families plan for their… Read More STEP – the reality

September 29, 2016September 29, 2016 STEPeditorLeave a comment

STEP attends European Parliament meeting on vulnerable adults across Member States

STEP members Richard Frimston TEP and Anneke Vrenegoor TEP attended the European Parliament (EP) on 20 April to hear expert presentations on vulnerable adults across Member States (MS) by Dr Ian Curry Summer and Pietro Franzina (see presentations below). The occasion followed continued debate in the EP regarding the difficulty that MS are encountering to… Read More STEP attends European Parliament meeting on vulnerable adults across Member States

May 11, 2016May 11, 2016 STEPeditorLeave a comment

Answering the call for Mental Capacity Act best practice documents

The Social Care Institute for Excellence (SCIE) is working on behalf of the Department of Health to collate resources that prove useful in practitioners’ work in relation to mental capacity. To that end I am coordinating a response from STEP comprising useful practice materials that will be provided to the SCIE. STEP’s ‘Clarity on Capacity’ event in early September… Read More Answering the call for Mental Capacity Act best practice documents

October 31, 2014October 20, 2016 STEPeditorLeave a comment

Lessons from ‘Clarity on Capacity’

In London on 11 September 2014, over 80 practitioners, including both legal and medical professionals, came together to discuss the issue of testamentary capacity at the sold out event ‘Clarity on Capacity’, hosted by STEP’s UK Practice Committee in conjunction with the Mental Capacity Special Interest Group. Following on from an article in the March… Read More Lessons from ‘Clarity on Capacity’

October 6, 2014October 20, 2016 STEPeditorLeave a comment

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Tag: Mental Capacity