Invitation to STEP/Law Commission free webinar on its 14th Programme of Law Reform

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

STEP launches Thought Leadership webinar series with a look at remote witnessing of wills, and asks whether it’s here to stay

Last week, STEP held the first of its Thought Leadership webinar series which examined the issue of remote witnessing of wills, and whether it would continue after COVID-19-related social distancing measures are lifted. Emily Deane TEP, Technical Counsel at STEP, was joined on the panel by Peter Glowacki, Partner at BLG; and Anatol Dutta, Professor… Read More STEP launches Thought Leadership webinar series with a look at remote witnessing of wills, and asks whether it’s here to stay

Are you a client of Universal Wealth Preservation?

STEP has received an unprecedented number of enquiries regarding Mr Steven Long and the companies of which he is a Director, namely Universal Tax Solutions of Dencora House, 34 White House Road, Ipswich, Suffolk, IP1 5LT, which traded as Universal Wealth Preservation. Associated companies include Universal Asset Protection Ltd and Universal Trustees Ltd. Mr Steven… Read More Are you a client of Universal Wealth Preservation?

Legacy giving: the role of the practitioner

On 18 October, my colleague Beatriz Brockhurst (STEP News Editor) and I attended the launch of Legacy Giving and Behavioural Insights – a research report which examined how will writers discussed charitable giving with their clients. Bridging the gap The research illustrates the gap between clients expressing an interest in leaving charitable gifts (35 per… Read More Legacy giving: the role of the practitioner

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’