The STEP UK Tax, Trusts and Estates Conference will be taking place across the UK in Bristol, London and Leeds in October and November. Speakers will include Julia Abrey TEP who will be discussing capacity and the vulnerable. Book now: https://lnkd.in/ggfsRKTQ #STEPEvents #STEPTTE
STEP – Advising Families Across Generations
Non-profit Organization Management
STEP is the global professional association for practitioners who specialise in family inheritance & succession planning
About us
STEP is the worldwide professional association for those advising families across generations, offering training and development to a global network of trust and estate practitioners. All STEP members belong to a branch or chapter that provides professional development and opportunities to network with peers at a local level. We have 20,000 members in over 100 branches and chapters across the world.
- Website
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http://www.step.org
External link for STEP – Advising Families Across Generations
- Industry
- Non-profit Organization Management
- Company size
- 11-50 employees
- Headquarters
- London
- Type
- Nonprofit
- Founded
- 1991
- Specialties
- Professional Development, Education and Qualifications, Networking and Events, Policy and Advocacy, and Publications
Locations
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Primary
Artillery House (South)
11-19 Artillery Row
London, SW1P 1RT, GB
Employees at STEP – Advising Families Across Generations
Updates
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The UK government has released partial details of its plans to replace the resident non-domicile tax regime with a four-year foreign income and gains system starting from April 2025. Read more: https://bit.ly/46s7Idd #STEPCPD #Tax
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The Cayman government has brought the Beneficial Ownership Transparency Act 2023 into force. The Act significantly expands the scope of the beneficial ownership regime to include limited partnerships, exempted limited partnerships and foundation companies. However, it does not include foreign companies or trusts. Read more: https://bit.ly/4c4oArH #STEPCPD #CaymanIslands
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Increasing numbers of people are wondering how their wealth can better contribute to the public good. How can advisors best help such families to successfully navigate these circumstances in ways that are not only consistent with legal obligations, but with what is right? Emily Deane, TEP, Technical Counsel and Head of Government Affairs at STEP, has written an article for the IFC Review about the responsible stewardship of wealth. Read more: https://bit.ly/46sqmBu #STEPProfile #RSOW
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STEP's publication 'Circular Economy Principles for Family Business and Wealth Stewardship' discusses how circular economy principles, when applied to family business and wealth stewardship, can provide a new approach to governance frameworks for wealth- and business-owning families. Read the publication, authored by Philip Marcovici TEP, Kenneth T Goh and Iraj Ispahani: https://bit.ly/STEP-CEBook #STEPProfile #RSOW
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Recent developments regarding the taxation of cryptocurrencies in the Italian law system have left legal and tax professionals with many uncertainties. In this STEP Journal article Maurizio Di Salvo, LLM Int tax, TEP from CD International Group and Pier Giorgio Brugnara from Dunnington, Bartholow & Miller LLP assess changes in tax treatment of crypto-assets in Italy. Read the article: https://lnkd.in/ehw-FX2A #STEPCPD #Cryptoassets
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Our report ‘Wills and Trusts: Buyer Beware' included this along with other vital insights demonstrating the importance of specialist qualifications and expertise in the wills, trusts and estate planning sector in the UK. Download the report: https://lnkd.in/eSmekjDr If you found the insights from the report helpful please share this post with your network to raise awareness of this important topic! #STEPProfile #Wills
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Switzerland is, alongside the UK, the key location for family offices in Europe. Family offices are service platforms whose essential function consists in preserving the fortune of high-net-worth families. In this STEP Journal article Julien Dif TEP and Sebastian Lohse from The Governance Law Firm describe the utility of the Swiss family office. Read the article: https://lnkd.in/gYSmWmar #STEPCPD #FamilyOffice
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There are two weeks until attendees of this webinar will hear the detail of matrimonial property regimes and estate/inheritance tax rules in four major jurisdictions. Attendees will benefit from seeing their practical application to a case study to aid learning and understanding of the issues at play to take back to their own cross-border estate planning and awareness for clients. Register now: https://lnkd.in/etZcTyds #STEPEvents #ModernFamilies
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We are pleased to share the second in a series of videos with some of our amazing Student Liaison Officers (SLOs)! What is a SLO? Find out in our interview with James Long TEP from STEP Employer Partner Summit Trust Cayman, SLO for STEP Cayman Islands. Contact your local branch for more information: https://lnkd.in/gS8iK-7B #STEPEducation #ContinuousLearning