Stephen Lawson TEP will be discussing the risks, threats and opportunities involved when assessing the capacity of clients remotely at our Virtual STEP UK Tax, Trusts and Estates Conference on 4 November.
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.
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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