STEP – Advising Families Across Generations

Last week we announced the winners of this year's STEP Excellence Awards! One of our winners Natalia Harmer from Saffery (Suisse) SA shares how her qualification helped her in this image. Find out more about this year's winners: https://lnkd.in/ehUbbHfC #STEPExcellenceAwards #ContinuousLearning

Jersey's government is consulting on draft amendments to the Trusts (Jersey) Law 1984. There are five proposed amendments, developed in discussions with a group of Jersey trust law practitioners. Read more: https://bit.ly/4bAjp2d #STEPCPD #Trusts

The number of people claiming non-domiciled taxpayer status in the UK rose by 7.5 per cent to 74,000 between the 2021-22 and the 2022-23 tax years, according to HM Revenue & Customs figures. Read more: https://bit.ly/45YFjew #STEPCPD #Tax

You can now book your place at the STEP UK Tax, Trusts and Estates Conference which is taking place across the UK in Bristol, London and Leeds in October and November. Emma Chamberlain TEP from Pump Court Tax Chambers will be speaking at the London event about trust and inheritance tax issues for the private client practitioner. Book now: https://lnkd.in/ggfsRKTQ #STEPEvents #STEPTTE

Allington Hughes Law in Chester, UK is looking for a Senior Solicitor and Solicitor to join their team. Read more: https://bit.ly/3XSkv6n #NewJob #LegalJobs

Practitioners need to ensure that children conceived with assisted reproductive technology will meet any definitions of ‘child’ incorporated into wills and trusts, as they may not be recognised as that person’s legal child (or wider descendant). In this STEP Journal article Katharine Watson TEP, Colin Rogerson and Rose-Marie Drury explore the recent case of Re AB involving surrogacy and legal parentage across borders: https://lnkd.in/gvfQBGx6 #STECPD #ModernFamilies Mills & Reeve

STEP's Trusts Information Centre contains a variety of resources on trusts including trust regulation and compliance. Find out more: https://bit.ly/4631grv #STEPCPD #Trusts

The National Congress of Argentina has approved a widespread package of economic reform, including a new incentive regime for large investments and a regularisation regime for tax. Read more: https://ow.ly/vpJg50SxMBl #STEPNews #ArgentinaTax

STEP’s Digital Legacy Scorecard rates cloud service providers on their legacy provisions. It shows that leading cloud service providers have work to do to improve their legacy settings to protect millions of people from losing digital assets and memories. Yahoo had a rating that showed it needed more improvement. Find out more about this and other ratings: https://lnkd.in/e25kA739 #STEPProfile #DigitalAssets

The Isle of Man Trusts and Trustees Act 2023 (the Act) became operative on 1 December 2023. The Act introduces a new provision relating to the disclosure of trust information, defined widely to include information or a document relating to a trust. In this STEP Journal article Kevin O’Loughlin TEP from Simcocks Advocates details trust law changes in the Isle of Man: https://lnkd.in/gNpzDtKx #STEPCPD #Trusts