Hear how advisors are helping their clients to bridge the funding gap.
Webinar: Thursday 3 December 2020, 9:00 GMT/UTC
The Virtual STEP UK Tax, Trusts and Estates Conference, taking place on 4 November 2020, is established as the essential annual update for all STEP practitioners.
Find your ideal role, or recruit your ideal candidate.
Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.
STEP has been monitoring the development of the COVID-19 situation around the world. Our primary concern is the health and wellbeing of our members, our staff, our volunteers, and our event and course delegates and we are working to support our members across the world through this difficult time.
Welcome to the latest issue of the STEP Journal
Welcome to Issue 4 of the STEP Journal. This issue’s regional focus shines a spotlight on Canada and the US, with an analysis of the status of US-situs foundations in New Hampshire and Wyoming; an overview of cross-border planning probate alternatives available to Canadian clients in select states and a detailed look at the evolution of private trust companies in the US.
Read more from STEP Journal: September, 2020
In Issue 3 of the STEP Journal 2021, we’re celebrating 30 years of STEP! Follow the journey of STEP via a timeline of key moments in history, and hear from our members as they reflect on the past and look to the future. This issue also features a special focus on insurance and investment, and a spotlight on the Crown Dependencies, delving into two separate cases dealing with the issue of ‘mistake’.