STEP’s high-quality events offer continuing professional development to help you get and stay ahead of your peers. These events are major forums for topical industry discussion presented by senior practitioners and academics.
The Digital Legacy Scorecard is a tool conceived for assessing the level of difficulty of getting timely access to a user’s account with a service provider based on the service provider’s Terms of Service Agreement (TOSA) in the event of the user’s death or incapacity.
Join us on 12-13 October 2023 at the Budapest Marriott Hotel, where we will explore a range of topical issues focused on wealth management and estate planning.
Submit your nomination now for election to positions on STEP’s Council and England and Wales Regional Committee
As part of celebrating last year's Private Client Awards winners, we spoke to Hayden Bailey TEP from Boodle Hatfield, winners of International Legal Team of the Year (midsize firm) 2022.
We have produced a series of short video clips that explain some of the key terminology relating to digital assets.
Join us on 14-15 November 2023 at the Grand Hyatt in Hong Kong. This annual conference is a must-attend event in the diaries of leading practitioners around the world.
The benchmark qualification for trusts and estates: Recognised globally, tailored for you.
Varnish test 28/06/2022 12:00 In Issue 5 of the STEP Journal 2021, we shine a spotlight on Europe, looking at tax updates across the continent and the changing trusts landscape in Switzerland. This issue also has a special focus on compliance and careers, covering compliance passports, beneficial ownership reporting and AML rules. This issue also celebrates our STEP Private Client Awards 2021/22 recipients.
iframe src="https://player.vimeo.com/video/726812116?h=0bf3860db1" width="640" height="360" frameborder="0" allow="autoplay; fullscreen; picture-in-picture" allowfullscreen> Introducing the STEP Diploma from STEP Worldwide on Vimeo.
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.
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