Digital assets: risks, liabilities and solutions for estate planners

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

The COVID-19 crisis prompts a rash of philanthropic giving

On 13 May 2020 the STEP Philanthropy Special Interest Group (SIG) in partnership with Philanthropy Impact hosted the first of its 2020 Philanthropy Programme series of events with a webinar entitled ‘Core Components of a Professional Philanthropy Advisory Practice’. The event attracted a number of delegates from 18 different jurisdictions, and discussed a range of… Read More The COVID-19 crisis prompts a rash of philanthropic giving

What’s happening at STEP in England and Wales

With the new year just round the corner, it seems time to reflect on what’s been happening at STEP in recent months. STEP’s global Branch Chairs’ Assembly took place in London late last month, and was extremely well-attended. Its main focus was to ensure members feel they have an effective voice in developing STEP’s membership… Read More What’s happening at STEP in England and Wales

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

STEP puts CRS, transparency and public registers under the SIG spotlight

STEP hosted its annual Special Interest Group (SIG) Spotlight Sessions on 14 November in London, a day comprising six conference streams. SIGs provide opportunities for members to connect and advance their focused area of practice. I attended the International Client SIG session, which focused on the needs of practitioners serving international clients with complex planning… Read More STEP puts CRS, transparency and public registers under the SIG spotlight