News coverage quoting STEP in national and international media
- 2024
-
15 October 2024 - Will writers, divorce and probate services warned against 'misleading or aggressive' practices - This Is Money
11 October 2024 - CMA publishes compliance guidance for unregulated providers of will writing and pre-paid probate services - Today's Wills & Probate
11 October 2024 - CMA cautions will writing and legal service providers - Solicitors Journal
23 September 2024 - The surprising symptom that led to my brother’s dementia diagnosis - Metro
20 September 2024 - Stonehage Fleming scoops 2 STEP Private Client awards - Financial Planning Today
17 September 2024 - Probate delays reduce but 'action still needed' - FT Adviser
16 September 2024 - STEP releases report on economic crime - Solicitors Journal
12 September 2024 - What happens to your data when you die? Here's how to prepare - Which?
12 September 2024 - STEP outlines practical recommendations to help combat global economic crime - Today's Wills & Probate
24 August 2024 - Thousands go to war over inheritances as families bank on hereditary wealth - The Telegraph
21 August 2024 - Are you waiting on an inheritance held by a solicitor? Check you get 'fair' cut of the interest - This Is Money
27 July 2024 - Frank, Inter-generational Discussion Is Key To Responsible Stewardship - IFC Review
17 July 2024 - Seema Solanki TEP talking about the importance of speaking to a trusted advisor - BBC's Morning Live
28 June 2024 - Patience in Probate – legal expert shares update on current delays obtaining a Grant of Probate - IFA Magazine
28 June 2024 - Labuan IBFC Inc. and STEP Malaysia jointly host wealth management and estate planning event Sri Lanka Island News and several newswire websites
28 June 2024 - My Say: Develop a robust legal regime to cover mental incapacity - The Edge, Malaysia
27 June 2024 - ATO’s outdated estate rules cause delays, confusion - Accounting Times
23 June 2024 - 9 things you should know about paying for care - Which?
17 June 2024 - Trust and Estate Practitioner respond to treasury’s consultation on AML - Today's Wills & Probate
10 June 2024 - Time to think the unthinkable – Essential Law for the Over 50s - 50 Plus Magazine
29 May 2024 - STEP provisions - What, when and why? - Lexology
23 May 2024 - HMRC’s updated standard for agents endorses PCRT - Accounting Web
21 May 2024 - How Ya Doin’? - Evaluating Portfolio Performance - Hubbis
7 May 2024 - Safeguarding the public from unregulated providers - New Law Journal
7 May 2024 - Should you take out insurance to spare your family from a probate nightmare? - Daily Mail
3 May 2024 - Mark Walley presents evidence at House of Commons Justice Committee’s Probate Service Performance Inquiry - Solicitors Journal
2 May 2024 - Grieving families punished by slow probate system - The Times
1 May 2024 - Digitising probate without new rules “an expensive mistake” - Legal Futures
1 May 2024 - CMA warns unregulated providers over comparisons with solicitors - Legal Futures
1 May 2024 - Addressing challenges and proposing solutions: Insights from the Probate Registry Inquiry - Today's Wills & Probate
1 May 2024 - Justice Committee’s Evidence Session into the Probate Service - Today's Wills & Probate
30 April 2024 - Withers lawyer elected as STEP USA chair - E Private Client
23 April 2024 - Probate delays soar with a 65% increase in year-long cases - FT Adviser
23 April 2024 - Grieving families set to face 10 per cent hike in probate fees to £300 - Daily Mail
21 April 2024 - How long is a piece of string? Don’t ask the probate office - The Sunday Times
19 April 2024 - Family Business: Why Planning Ahead Needs To Happen Right Now - Family Business United
18 April 2024 - 'There is a complete lack of consistency with probate applications' - FT Adviser
18 April 2024 - Probate delays 'have made clients suicidal', MPs told - Legal Futures
16 April 2024 - Probate delays - Kingsley Napley
5 April 2024 - Preventing Undue Influence: Hourglass Webinar - Hourglass
3 April 2024 - Jo Summers TEP explains what is probate is and the cause of delays - BBC Radio London, Eddie Nestor show
26 March 2024 - Jo Summers TEP takes calls from listeners about probate - BBC Radio 4's You and Yours
28 March 2024 - UK government to overhaul non-domicile tax status in favour of modernised system - Today's Wills & Probate
27 March 2024 - Money Box Live: How Do Wills Work? - BBC Radio 4's Moneybox
26 March 2024 - Robin Melley: Why I'm in several professional bodies - Financial Planning Today
26 March 2024 - Call You and Yours: Probate - BBC Radio 4's You and Yours
24 March 2024 - ‘Probate delays after my husband died led to a £5k mortgage bill’ - The Sunday Times
18 March 2024 - Inheritance wars as more families fight over money - and this is why we're so angry - Daily Express
15 March 2024 - Probate delays putting law firms in clients’ firing line - Legal Futures
27 February 2024 - STEP responds to Ministry of Justice's Will Storage Reform Consultation - Solicitors Journal
26 February 2024 - STEP responds to the Ministry of Justice consultation on the storage and retention of wills - IFA Magazine
26 February 2024 - STEP responds to the Ministry of Justice consultation on the storage and retention of wills - Today's Wills & Probate
25 February 2024 - Grieving families plunged into probate hell by bureaucratic chaos - Daily Mail
17 February 2024 - Probate delays - BBC Radio 4's Moneybox
8 February 2024 - Probate Services in desperate need of overhaul: an urgent call for improvement - IFA Magazine
6 February 2024 - Government brings video-witnessing of wills to an end - Legal Futures
4 February 2024 - The reality of probate: delays, mounting costs and heartbreak - The Times
3 February 2024 - Civil service delays adding hundreds per week to families’ inheritance tax bills - The Telegraph
31 January 2024 - Financial Abuse: A Growing Global Problem - Wealth Briefing
25 January 2024 - Registry errors and inexperienced staff driving probate delays - FT Adviser
25 January 2024 - Hardship caused by probate delays is laid bare in a damning new report - Daily Mail
24 January 2024 - Probate Service “should outsource complex cases to law firms” - Legal Futures
23 January 2024 - Probate registry errors and inexperienced staff key causes of probate delay, survey reveals - Today's Wills & Probate
22 January 2024 - Where there's a will... - Insider Media
22 January 2024 - House sales collapse as year-long probate delays hit - The Telegraph
5 January 2024 - The STEP Global Representative Power (GRP) - Today's Wills & Probate
- 2023
-
21 December 2023 - Lawyers split over action on wills to address ‘predatory marriages’ - Legal Futures
21 December 2023 - Ian Macdonald of WJM law firm receives prestigious founder’s award from STEP - Solicitors Journal
19 December 2023 - Cheap online will writing services can be a false economy: Samantha Warner - The Yorkshire Post
18 December 2023 - Kelly Greig TEP elected worldwide Chair of STEP - Today's Wills & Probate
18 December 2023 - Steele Raymond's Kelly Greig elected chair of STEP - Bournemouth Echo
17 December 2023 - Steele Raymond’s Kelly Greig voted worldwide chair of STEP - Dorset Biz News
15 December 2023 - Kelly Greig TEP Elected Worldwide Chair of STEP - Solicitors Journal
15 December 2023 - Responses to the Law Commission’s Supplementary Consultation Paper - Today's Wills & Probate
13 December 2023 - STEP’s response to the Law Commission’s Supplementary Consultation Paper: Making a will - Solicitors Journal
2 December 2023 - Avoid gambling with your legacy – Winckworth Sherwood - IFA Magazine
29 November 2023 - STEP introduces Global Representative Power to combat financial abuse - Today's Wills & Probate
28 November 2023 - STEP launches global power of attorney template - Wealth Management
28 November 2023 - STEP launches GRP to tackle financial abuse - International Adviser
25 November 2023 - Tax Cuts, Housing Costs and Paying at the Pump - Money Box
22 November 2023 - Lawyers react to Hunt's Autumn Statement - New Law Journal
22 November 2023 - Frozen out: Hunt 'ignored' legal sector in autumn statement - The Law Society Gazette
22 November 2023 - Autumn Statement 2023: No IHT changes ‘missed opportunity’ for Chancellor - Portfolio Adviser
22 November 2023 - IHT excluded from Autumn statement - Today's Wills & Probate
22 November 2023 - Autumn Statement 2023: No IHT changes ‘missed opportunity’ for Chancellor - International Adviser
21 November 2023 - Majority of inheritance advisors say they have seen clients who have been victims of financial abuse, according to a new STEP report - Solicitors Journal
21 November 2023 - Inheritance advisors report widespread client victims of financial abuse - Today's Wills & Probate
20 November 2023 - Majority of inheritance advisors say they have seen financial abuse of vulnerable clients, according to a new STEP report - Headline Money
20 November 2023 - Majority of UK estate planning professionals witness vulnerable person financial abuse - The Intermediary
20 November 2023 - 57% of inheritance advisers seen instances of financial abuse or suspected it - International Adviser
13 November 2023 - A new dawn for the cross-border protection of vulnerable adults? - Solicitors Journal
3 November 2023 - STEP publishes Third Edition of the STEP Standard Provisions - Today's Wills & Probate
28 October 2023 - How to get your affairs in order – or risk leaving your children a financial mess - The Telegraph
27 October 2023 - Time for a makeover: is inheritance tax dying for reform? - Solicitors Journal (behind paywall)
12 October 2023 - Would electronic wills do more harm than good for the vulnerable? - The Times
3 October 2023 - LSB seeks new role as AML supervisor for legal services - Legal Futures
29 September - STEP campaign urges public to act to protect digital memories - Memcom
29 September 2023 - Former Mayoress of Winchester Gill Steel wins award - Hampshire Chronicle
28 September 2023 - Warnings over power of attorney digital plan - The Times
25 September 2023 - Probate Delays, Bus Regulation and Fresh Food Deserts - Radio 4's You and Yours
20 September 2023 - The cloud beyond the grave - Lexology.com
19 September 2023 - How to plan for life's what-ifs - Good Housekeeping
15 September 2023 - Tech platforms failing consumers on legacy settings - Today's Wills & Probate
15 September 2023 - New STEP tool helps inheritance advisors prevent their clients losing access to precious digital assets - Solicitors Journal
8 September 2023 - “Catalogue of mistakes” – STEP makes case for will-writing regulation - Legal Futures
8 September 2023 - STEP warns the public against ‘cowboy will’ promises and unqualified, incompetent will writers - Solicitors Journal
7 September 2023 - STEP report reveals costly pitfalls of unqualified will advisors - The Intermediary
7 September 2023 - Professional body warns industry about ‘cowboy’ Will writers - International Adviser
7 September 2023 - Couple stung by £89 storage fee after spending £4,500 on wills - The Law Society Gazette
7 September 2023 - STEP warns public against ‘cowboy’ will writers - Today's Wills & Probate
22 August 2023 - Guarding Your Digital Heritage - Radio Times Money
17 August 2023 - CMA will writing investigation: What does the industry make of it? - Today's Wills & Probate
15 August 2023 - What are advisers doing to give back and shape their industry? - Money Marketing
28 July 2023 - Good will hunting (page 6) - Law Society Gazette
27 July 2023 - CMA sounds alarm on will writing and pre-paid probate - Today's Wills & Probate
24 July 2023 - Legal firms that write themselves into elderly people's wills under investigation - Telegraph
18 July 2023 - The six mistakes that could invalidate your will - Which?
13 July 2023 - Industry bodies welcome ruling that deputies aren’t liable for firm’s unrecovered costs - Today's Wills & Probate
7 July 2023 - 'My gran disinherited my mum' - advice for a reader - Telegraph
3 July 2023 - Appleby shortlisted for STEP Private Client Awards - Channel Eye
2 July 2023 - Butterfield shortlisted for Step award - The Royal Gazette
29 June 2023 - Appleby shortlisted for Step award - The Royal Gazette
7 June 2023 - Steep staff cuts at Probate Service blamed for long delays: 'Significant distress' caused to grieving families trying to sort out estates, say lawyers - Daily Mail
7 June 2023 - Inheritance tax is in ‘dire need of reform’ - International Adviser
6 June 2023 - South Africa makes regulatory changes to moving assets overseas - International Adviser
18 May 2023 - Blackadders’ Taylor Henry wins STEP awards for top marks - Scottish Legal News
14 May 2023 - The grieving families trapped in probate limbo - The Sunday Times
9 May 2023 - The families waiting up to 1,000 days to get power of attorney: Rocketing demand means officials are now scanning 80,000 sheets of paper a day - and simply can't cope - Daily Mail
27 April 2023 - Huge delays to unlock estates are causing stress to grieving families, say lawyers who warn house sales can collapse if probate takes months - This is Money
25 April 2023 - Why you need to sort out Lasting Power of Attorney whatever your age: The vital financial failsafe to help your loved ones in case you are incapacitated - This Is Money
15 April 2023 - Money Box: Healthy Start and Digital Memories - BBC Radio 4's Money Box
13 April 2023 - Inheritance tax ‘desperately needs to be reformed’ - Today's Wills & Probate
27 March 2023 - Guest Column: Inheritance tax in 'dire need' of reform - Financial Planning Today
17 March 2023 - Warning issued over dangers of low-cost online wills - Money Age
1 March 2023 - 10 Tips to help you navigate life after bereavement - Reader's Digest
1 March 2023 - Could you be STEP’s Financial Advisor Team of the Year for 2023/24? - IFA Magazine
22 February 2023 - Blended families: How to navigate writing your will - Reader's Digest
15 February 2023 - The plan to unmask the owners of 3m companies and trusts - Financial Review
13 February 2023 - Estate planning goes digital - Investment Executive
8 February 2023 - Meeting The Needs Of Modern Families - IFC Review
2 February 2023 - Disinheritance: How wealthy parents can successfully cut adult children out of their will - Tatler
1 February 2023 - ATO turns screws on popular trusts amid tax evasion claims - Financial Review
31 January 2023 - Planning finances to help your family - Birmingham Business
Reprinted by kind permission of Birmingham Business Magazine.
13 January 2023 - New worldwide Chair of STEP announced - Today's Wills & Probate
13 January 2023 - Tony Pitcher elected worldwide Chair of STEP - Bailiwick Express
13 January 2023 - Can someone with dementia make a valid will? - This Is Money
11 January 2023 - STEP elects new worldwide chair - Financial Planning Today
11 January 2023 - Society of Trust and Estate Practitioners elects new worldwide chair - International Investment
9 January 2023 - Tony Pitcher TEP elected worldwide Chair of STEP - IFA Magazine
9 January 2023 - Tony Pitcher TEP elected worldwide Chair of STEP - IFC Review
- 2022
-
6 December 2022 - Where Digital Assets fit in your Estate Plan, with Jennifer Zegel - The Retirement Café Podcast
2 December 2022 - Paper probate applications are taking up to six months, but going online is faster - This is Money
18 November 2022 - UK Legal Sector Reacts to Autumn Budget - Lawyer Monthly
16 November 2022 - ‘In dire need of reform’ Jeremy Hunt 'must seize opportunity’ to change inheritance tax - Express
26 October 2022 - Death and digital assets - FT Adviser
19 October 2022 - Factoring digital assets into the estate planning process - Professional Adviser
4 October 2022 - How will the crypto tax debate play out in the UK? - Forkast
27 September 2022 - Patagonia decision shows how trusts can be used for public good, says STEP - Today's Wills and Probate
20 September 2022 - STEP: Patagonia founder’s decision to give away his company shows how trusts can be used for public good - IFA Magazine
4 August 2022 - TRUSTS AND FOUNDATIONS: STEP responds to consultation on regulation of foreign trusts' beneficial ownership reporting duties - IFC Review
19 July 2022 - Avoid making your children executors if they don't get along, warn lawyers: Family strife over wills leads to delays, legal costs and lasting bitterness - Daily Mail
19 July 2022 - Avoid making your children executors if they don't get along, warn lawyers: Family strife over wills leads to delays, legal costs and lasting bitterness - This Is Money
11 July 2022 - Coronation Street storyline shows need for people to use a lasting power of attorney to plan what happens to their health and money if they lose capacity - IFA Magazine
4 July 2022 - Protect your digital assets after death - Alison Reid - The Scotsman
24 June 2022 - Assessing assets - what's digital - New Law Journal
20 June 2022 - New STEP publication shows how circular economy principles can provide a new approach for wealth- and business-owning families - IFA Magazine
17 June 2022 - STEP calls on service providers to offer “legacy tools” - Today's Wills and Probate
16 June 2022 - Don't lose your memories for ever: STEP calls on the government and service providers like Apple, Google and Meta to do more to help people to pass on their digital memories - IFA Magazine
10 June 2022 - STEP launches “Protect your Digital Memories” campaign - Today's Wills and Probate
7 June 2022 - Why is getting power of attorney so painful? Private documents are being lost as applications are unfairly rejected and waiting times soar - This is Money
7 June 2022 - Finance firms tackle the difficult issue of cognitive decline - Raconteur
26 April 2022 - Digital legacies: the state of affairs - Today's Wills and Probate
20 April 2022 - Estate planning needs to keep pace with the shift to digital - Money Marketing
20 April 2022 - Are probate plans the new Wild West? - Daily Mail
11 April 2022 - STEP welcomes change on guidance to Lasting Powers of Attorney - IFA Magazine
22 March 2022 - 1mn UK trusts must register on government list - The Financial Times
17 March 2022 - Music star Steve Strange's family bid to save online photos - BBC Wales News
28 February 2022 - Wills and trusts: how to plan your finances for when you’re gone - The Guardian
18 February 2022 - LPA system needs “urgent improvement” - TodaysWills&Probate
16 February 2022 - Power of attorney system ‘in desperate need of improvement’ - YourMoney.com
16 February 2022 - Call to make changes to power of attorney system - Yahoo Finance UK
16 February 2022 - STEP response to Which? research into ‘creaking’ power of attorney system - IFA Magazine
15 February 2022 - Lasting Power of Attorney system in need of urgent upgrade, Which? says - Professional Adviser
19 January 2022 - How to advise the modern, multi-jurisdictional family - FT Adviser
12 January 2022 - Legislation enabling video-witnessing for wills has been extended to 31 January 2024 - New Law Journal
12 January 2022 - Lawyers back Raab decision to extend remote witnessing of wills - Legal Futures
12 January 2022 - Bereaved families face hefty jump in probate fees to £273 - Daily Mail
- 2021
-
27 December 2021 - Apple’s new Digital Legacy function is a great move, but most people won’t use it - IFA Magazine
6 December 2021 - The tricky politics of inheritance – who should you leave your money to? - The Telegraph
5 December 2021 - How to talk to your parents about money (even though they hate it) - The Sunday Times
3 December 2021 - The Morning Briefing: In Other News - Money Marketing
29 November 2021 - Blended families creating demand for tax services across jurisdictions: study - Investment Executive
29 November 2021 - Problem solvers - The Law Society Gazette
25 November 2021 - Families Are Becoming More Complex, But Laws Haven't Kept Pace - STEP - Wealth Briefing
25 November 2021 - The Morning Briefing: King(swood) of the castle; We don’t need more education - Money Marketing
25 November 2021 - Succession planning legislation needs modern makeover - International Adviser
23 November - STEP research shows dramatic increases in modern, complex families seeking wealth and succession planning advice - IFA Magazine
21 November 2021 - Help! What am I to do with all this money? - The Sunday Times
18 November 2021 - Responsible stewardship in the Covid-19 era - Money Marketing
24 October 2021 - Do your loved ones know your passwords? - The Straits Times
17 October 2021 - Delays add to pain of getting power of attorney - The Times
15 October 2021 - Tax officials tighten their grip on crypto - The Financial Times
21 September 2021 - New report urges reforms to give families better access to the digital assets of deceased loved ones - IFA Magazine
21 September 2021 - No straightforward process for accessing digital assets after death says STEP - Today's Wills and Probate
21 September 2021 - Reform law on 'digital assets', probate lawyers urge - The Law Society Gazette
21 September 2021 - Giving families better access to the digital assets of deceased loved ones - Techxplore
1 September 2021 - Inheritance planning and blended families: a tricky mix - Financial Times
29 August 2021 - How remarrying could affect your pension - The Times
31 July 2021 - Lasting power of attorney could go digital ... must be protected against fraud and abuse - This is Money
26 July 2021 - KPMG invests in family business talent in Yorkshire - Lancashire Times
5 July 2021 - STEP celebrates 30 years of advising families across generations - Today's Wills and Probate
5 July 2021 - STEP celebrates 30 years - Money Marketing
5 July 2021 - Congratulations to STEP as it celebrates 30 years... - IFA Magazine
June 2021 - The Future Face of Your Business - SME News
24 June 2021 - Want to set up a trust for your children? ... - This is Money
23 June 2021 - STEP has launched a new guide for advisers on the responsible stewardship of wealth in a changing world - Money Marketing
22 June 2021 - STEP launches guide on responsible stewardship of wealth - IFA Magazine
22 June 2021 - STEP launches new practitioner guide on responsible wealth stewardship - Today's Wills and Probate
21 May 2021 - New Branch Chair of STEP Wales is announced - Today's Wills and Probate
May-June 2021 - Spotlight on Wealth Protection - Birmingham Business
27 April 2021 - Australia: Trusts in operation – benefits and burdens - Mondaq
8 April 2021 - Il trust: uno strumento privato di utilità sociale - We Wealth (Italian)
8 April 2021 - Trust and estate practitioners play critical role in family business succession planning - Globe and Mail
1 April 2021 - Capacity a ‘ticking legal time bomb’ for advisers - Professional Planner
25 March 2021 - The magnificent seven ways to minimise IHT liability - New Model Adviser
17 March 2021 - IHT overhaul more popular as a revenue raiser than wealth taxes - IFA Magazine
23 February 2021 - Jonathan Dunlop Earns STEP Founder’s Award - Bernews
22 February 2021 - Ontario Government's justice reform legislation aimed at modernization - Law Times News
18 February 2021 - How to make a will: As the pandemic sees a spike in Britons writing wills, we ask the experts for some tips on leaving an efficient inheritance - This is Money
12 February 2021 - Expats stranded by pandemic face heavy tax toll - Financial Times (paywall)
- 2020
-
14 December 2020 - Anguish of families in eight-month probate wait - Daily Mail
1 December 2020 - Who's moving where in wealth management - Wealth Briefing
20 November 2020 -How Telegraph readers plan to circumvent a £90bn tax grab - The Telegraph
29 October 2020 - STEP survey shows private client success during pandemic - Today's Wills and Probate
26 October 2020 - Chartered financial planner achieves top qualification for work with clients in vulnerable circumstances - Shropshire Live
19 October 2020 - The case for digital wills is only getting stronger - The Scotsman
13 October 2020 - Time to plan your legacy.com: From online passwords to photos and music, writing a will for the digital age has never been more important - This is Money
7 October 2020 - Free Wills Month And Writing A Will – All You Need To Know - Forbes
4 September 2020 - Video wills: Leaving a legacy moves into 21st century - Financial Times (paywall)
23 August 2020 - Without a will, families could break up - Straits Times (paywall)
20 August 2020 - Where there’s a will there’s a (remote) way: witnessing wills in the time of coronavirus - The Lawyer
3 August 2020 - Jersey consults on detailed rules for beneficial ownership reporting - Accountancy Daily
3 August 2020 - The importance of making a will to protect loved ones (featuring Sim Bock Eng, branch chair of STEP Singapore) - Business Times, Singapore
30 July 2020 - 'It should be a last resort': Experts voice concerns over temporary coronavirus laws allowing witnessing of wills on Zoom and FaceTime - This is Money
29 July 2020 - How Singaporeans can prepare themselves for end of life and incapacitating events - Omny FM
27 July 2020 - Video witnessing of wills to be legalised during pandemic - Money Observer
27 July 2020 - MoJ to allow and backdate remote will witnessing - Legal Futures
25 July 2020 - Final wishes recorded over Zoom: Law change in England and Wales means wills can be witnessed via video link until 2022 as Covid battle continues - Mail Online
25 July 2020 - Coronavirus: Wills witnessed by video link to be made legal - BBC News
25 July 2020 - Video witnessing of wills to be made legal in England and Wales during pandemic - The Guardian
25 July 2020 - MoJ Announces Video Witnessing Of Wills Due To Be Made Legal During Coronavirus - Today’s Wills and Probate
25 July 2020 - Wills that are witnessed using Zoom and FaceTime are to be made legal - Yorkshire Live
21 July 2020 - Singaporeans ill-prepared for end of life and incapacitating events - Singapore Business Review
21 July 2020 - Singapore: Survey shows Singaporeans ill-prepared for end of life and incapacitating events - Asia Insurance Review
21 July 2020 - Most Singaporeans not prepared for end-of-life events and incapacity - The Asset
21 July 2020 - Survey shows Singaporeans are ill-prepared for end of life and incapacitating events: STEP - The Edge Singapore
30 June 2020 - Shepherd and Wedderburn’s Lorna Brown receives STEP Excellence Award - Scottish Legal
4 May 2020 - Experts Discuss Possible Will Changes - Today's Wills and Probate
28 April 2020 - Where There’s a Will in England, There’s a Way - New York Times
23 April 2020 - Want a trusted loved one to handle your finances if you fall ill? Find out how to set up power of attorney safely during the coronavirus lockdown - Daily Mail
15 April 2020 - Executing a Will in the time of COVID-19- Lexology
12 April 2020 - Brits rush to write will - Sunday Express
8 April 2020 - Hero NHS staff drive up demand for wills - Daily Mail
7 April 2020 - Coronavirus Lockdown: Can I still make or amend a will? - UK News Group
3 April 2020 - Demand for wills surges as coronavirus has ‘focused people’s minds’ — here’s where to start- NBCUniversal
31 March 2020 - UK examines ways to make writing wills easier during Covid-19 crisis- ExecReview
31 March 2020 - Coronavirus lockdown: how to make or amend a will - Money Observer
31 March 2020 - UK examines ways to make writing wills easier during Covid-19 crisis - Guardian
27 March 2020 - 'Significant Spike' For Wills Amid Coronavirus – But How Do You Get Them Signed? - Huffington Post
20 February 2020 - Keith Robinson Joins STEP Editorial Board - Bernews
19 February 2020 - Ellen Kratzer to Speak at 2020 STEP Europe Conference in Vienna - Financial Times
30 January 2020 - Relief for trustees over relaxation of new regulation - Financial Times
30 January 2020 - Could inheritance tax be replaced with a 10% rate? - This is Money
29 January 2020 - APPG urge government to reduce inheritance tax - Today's Wills and Probate
29 January 2020 - MP's call for UK Inheritance tax overhaul - Tax Notes
29 January 2020 - Inheritance tax faces radical overhaul - Morningstar
17 January 2020 - Could new regulation spell the death of trusts? - Financial Times
- 2019
-
27 December 2019 - Industry Predictions For 2020 - Today's Wills and Probate
5 December 2019 - Minister Furbert Speaks At STEP Conference - Bernews
5 December 2019 - Jersey: STEP Re-Elects Simon Morgan TEP Of Vistra Jersey As Worldwide Chair - Mondaq
4 December 2019 - STEP re-elects Simon Morgan TEP of Vistra Jersey as worldwide Chair - Cayman inews
4 December 2019 - STEP re-elects Vistra Director as worldwide Chair - Tax Grotto
4 December 2019 - Simon Morgan, Head of Private Clients at Vistra Jersey, re-elected Worldwide Chair of STEP - BL Global
3 December 2019 - Vistra Director re-elected as STEP worldwide Chair - Bailiwick Express
3 December 2019 - STEP re-elects Vistra Jersey director as worldwide Chair - Wealth Adviser
2 December 2019 - I want to give my £25,000 stamp collection to my son: Do I need to write a dated letter proving it was a gift to avoid inheritance tax - This is Money
29 October 2019 - Lloyds Bank creates inheritance mess for hundreds of bereaved families after wills storage blunder - This is Money
29 October 2019 - New Intestate Succession Act poses challenges for Saskatchewan lawyers - The Lawyer's Daily
29 October 2019 - My late father has left a plot of land in Florida but my sister and I have UK probate that isn't recognised in the US: What can we do? - This is Money
18 October 2019 - Government U-turn on probate fees hike - Accountancy Daily
14 October 2019 - 'Death tax' rise to £6k is FINALLY scrapped: Government drops plan after grieving families suffer months of uncertainty and long probate delays - MailOnline
14 October 2019 - Government U-turns on probate fees hike - YourMoney.com
14 October 2019 - UK Ministry of Justice scraps proposed increase in probate fees - The Financial Times (paywall)
5 October 2019 - Millennial money: time to write a will - The Times
3 October 2019 - The advisers who never stop learning- Moneymarketing
25 August 2019 - Use horse sense to rein in the strain of care - Mental decline can cause misery but, by planning finances carefully, families can take steps to minimise the worst effects - Sunday Times
16 August 2019 -Bereaved families STILL face massive probate delays after months of chaos and there's no firm start date for fee hikes of up to 2,700% - Mail Online
16 August 2019 -HMCTS confirms closure of first Probate Registry Office - Today's Wills and Probate
2 August 2019 - Number of people setting up legal failsafe against falling ill has soared: Power of attorney lets loved ones step in to take control when needed -This is Money
31 July 2019 - Influx of LPAs reflects greater public awareness - Today's Wills and Probate
17 July 2019 - Stewarts’ Trust and Probate Litigation team review the private wealth disputes landscape - Lexology
17 July 2019 - Bournemouth: Solicitor receives Worldwide Excellence Award - The Business Magazine, Bournemouth
13 July 2019 - Lasting power of attorney: stand up for your rights - The Times (paywall)
9 July 2019 - Damning report blasts complex inheritance tax laws - This is Money
9 July 2019 - Solicitors disappointed by inheritance tax overhaul - Law Society Gazette
9 July 2019 - New Street reaches global awards final - Bailiwick Express
5 July 2019 - Make giving simpler! Chuck out complex inheritance tax gifting rules and just have a single allowance - and cut the seven-year rule to five, say government gurus - This is Money
3 July 2019 - Solicitor Lindsay Kirkwood wins coveted STEP award - Scottish Legal News
28 Jun 2019 - Online probate system to be widely rolled out from October - Law Society Gazette
25 Jun 2019 - Five tips wealthy families should follow when building a financial estate plan - Financial Post (Canada)
21 June 2019 - Trust Corporation International a finalist for global award - Bailiwick Express
19 June 2019 - Jasmin reaches international awards final - Bailiwick Express
19 June 2019 - Carey Olsen Shortlisted For International Award - Bernews
18 June 2019 - Five Canadian finalists among STEP Private Client Awards shortlist - Canadian Accountant
14 June 2019 - When love is in the air don’t let money come between you - Moneywise
12 June 2019 - Trust governance tool sees usage surge - Bailiwick Express
10 June 2019 - STEP announces new student award winners - Cayman inews
3 June 2019 - The Family Firm Institute (FFI) has announced the recipients of the 2019 Awards for Achievement - Stamford Advocate
3 June 2019 - The Family Firm Institute (FFI) has announced the recipients of the 2019 Awards for Achievement - Yahoo Finance
29 May 2019 - Deakin unveils accreditation of financial planning course - Money Management, Australia
29 May 2019 - Financial planning course gets ‘world first’ accreditation - Independent Financial Adviser, Australia
10 May 2019 - Grieving families face lengthy waits for probate: Technical glitches and a rush to beat fee hikes are creating a backlog, warn lawyers - This is Money
10 May 2019 - ‘Death tax’ chaos: Huge backlog builds up as families wait up to 12 weeks to get control of estates amid rush ahead of increase in probate fees to £2,500 - Daily Mail
8 May 2019 - Probate delay: Bereaved families waiting MONTHS after technical glitch ahead of HUGE hike - Express
7 May 2019 - Delays with new online probate service leaves bereaved families with waits of up to 11 weeks - This is Money
3 May 2019 - How do you stop abuse by people entrusted with power of attorney? Bid by watchdog to stop vultures exploiting the vulnerable - This is Money
30 March 2019 - Contesting a will? Here’s how to start - The Times (paywall)
28 March 2019 - Government hands job of detecting bogus wills to 'bulk scanning' firm to save cash while sticking new probate tax of up to GBP6,000 on the bereaved - This is Money
21 March 2019 - Huge new 'death taxes' could cause legal headaches for executors who fail to beat the hikes - or make blunders in their haste, experts warn - Mail Online
19 March 2019 - Letters - Telegraph
13 March 2019 - Higher probate fees ARE a tax admits the government after charge increase for grieving families was introduced to generate an extra £155m a year - Daily Mail
9 March 2019 - Sensible solutions for protecting the family fortune - The Times
27 February 2019 - Director's 'highest' marks result in vital help, Crowe Isle of Man director Phaedra Bird TEP has presented donations to two charities working to support the marginalised and the vulnerable - Isle of Man Today
7 February 2019 - Relieve pressure of new bumper death taxes with a less stressful deadline for bereaved families, government told - This is Money
30 January 2019 - Sidmouth finance specialist appoints Sidmouth woman as chair for England and Wales - Sidmouth Herald
22 January 2019 - STEP Cayman hosts annual conference - Cayman Compass
15 January 2019 - UK grants three-year extension for public ownership registers - International Adviser
15 January 2019 - Cleaver Fulton Rankin solicitor Jade Gabriel receives STEP advanced certificate – Irish Legal News
- 2018
-
13 December 2018 - Calgary business becomes first Canadian firm to receive international award - newswire.ca
11 December 2018 - Who Can you Trust? Beware of the dangers of using unregulated companies to prepare Wills and Trusts - Frome Times
11 December 2018 - Global law exam achievement puts Bath private client solicitor on top of the world - Bath Business News
10 December 2018 - Experts Share Views On Government’s New Increased Probate Fees - Today's Wills and Probate
26 November 2018 - Butterfield is named STEP Large Trust Company of the Year - Bailiwick Express
16 November 2018 - UK: Warning: Only Trust Regulated Firms With Your Life Savings! - Mondaq
13 November 2018 - Top award for Butterfield Trust - The Royal Gazette
12 November 2018 - Heavy with the levy (probate fees) The Law Society Gazette
9 November 2018 - Experts Share Views On The Impact Of E-Signatures - Today's Wills and Probate
9 November 2018 - Bereaved Families Face Hike In Probate Fees - Yorkshire Business Daily
6 November 2018 - Can you trust a trust? - Saga Magazine (Paul Lewis)
6 November 2018 - Ministers press ahead with probate fee shake-up - BBC News
5 November 2018 - New death tax to hit grieving families: Fury as ministers hike probate costs from £215 to as much as £6,000 - Mail on Sunday
5 November 2018 - STEP Annual 2018 Conferences Prove A Success In The Industry - Today's Wills and Probate
1 November 2018 - Philanthropy advisors get to grips with Generation Impact - Alliance
31 October 2018 - STEP appoints new Chief Executive - Wealth Adviser
31 October 2018 - STEP appoints new Chief Executive - AP Bankers
31 October 2018 - Emily Deane, of the Society of Trust and Estate Practitioners, says you shouldn't encounter any problems ... - This is Money (scroll down)
31 October 2018 - Family inheritance group STEP appoints new CEO - Family Law
31 October 2018 - STEP Appoints New Chief Executive - Today's Wills and Probate
31 October 2018 - STEP Gets New Chief Executive - Wealth Briefing Asia (paywall)
30 October 2018 - STEP names new Chief Executive - ePrivate Client (paywall)
30 October 2018 - STEP names new Chief Executive - BL Global
29 October 2018 - UFS of Financial Planning Law gets global accreditation - MoneyMarketing, South Africa
24 October 2018 - House values mean London tops league for inheritance tax (quotes George Hodgson) - The Times (paywall)
24 October 2018 - Britain's top 10 inheritance tax hotspots revealed: Guildford tops the list as IHT receipts hit record highs (quotes George Hodgson) - Moneywise
22 October - STEP Elects New Global Chairman - Wealth Briefing (paywall)
23 October 2018 - Jersey director named STEP worldwide Chair - Bailiwick Express
18 October 2018 - STEP elects Vistra Partner as Worldwide Chair - BL Global
12 October 2018 - Intertrust's work culture recognised with Platinum accreditation - Bailiwick Express
8 October 2018 - When a Trust is not the answer: Never consider a plan to avoid inheritance tax or care home fees - Radio Times
19 June 2018 - Cartmell Shepherd's Matthew Rogers scoops STEP Worldwide Excellence Award - News & Star
17 June 2018 - It's a matter of digital life and death - Sydney Morning Herald
13 June 2018 - Digital assets slip through the gaps - The Australian (paywall)
22 May 2018 - Rawlinson & Hunter receives STEP employer accreditation - Cayman Compass
14 May 2018 - JTC achieves ‘Gold Employer’ status across ten jurisdictions - Cayman iNews
6 May 2018 - Inheritance Planning Goes Wrong - Money Box, BBC Radio Four
- 2017
-
13 November 2017 - STEP launches online course for charity trustees - Charity Digital News
14 September 2017 - Hurricane headaches: data privacy and fraud risks trigger BVI firms to take special steps - KYC360°
7 August 2017 - Law practice Blackadders goes forth with accolade - The Scotsman
12 July 2017 - Warning over the return of dreaded death taxes after plan was ditched before the General Election - Mail Online
24 May 2017 - Higgs & Johnson associate wins Worldwide Excellence Award - Radio Cayman
24 April 2017 - Government ditches plan to hike probate fees - New Law Journal
21 April 2017 - Govt U-turns on 'unpalatable' probate fee legislation in run-up to election - Professional Adviser
21 April 2017 - 'Stealth death tax' becomes victim of snap election - FP Today
6 April 2017 - Death tax rise may be illegal, MPs tell ministers: Backbenchers call on Justice Secretary to halt controversial increase in probate fee - Mail Online
18 March 2017 - How planned increases to probate fees could cost you up to £20,000 - BBC Radio 4 Money Box
10 March 2017 - Budget 2017: Death tax by stealth to rake in £1.5billion - Newsgrio
10 March 2017 - Hammond is urged to ditch 'stealth' death tax that will rake in £1.5billion from bereaved families as Tories condemn it as a hangover from 'sneaky' George Osborne - This is Money
10 March 2017 - Death tax by stealth to rake in £1.5billion- Capital Bay
10 March 2017 - Families are warned about the Budget stealth tax - Capital Bay
11 March 2017 - Take out a loan to pay death tax, families are warned as the extent of the stealth tax raid on wills emerges in the Budget - Mail Online
10 March 2017 - Grieving families could be forced to take out crippling loans so they can administer a dead relative's estate - Mirror
10 March 2017 - Stealth death tax to rake in £1.5billion: Budget small print reveals bereaved families face new fees of up to £20,000 - Mail Online
9 March 2017 - Hammond is urged to ditch 'stealth' death tax that will rake in £1.5billion from bereaved families as Tories condemn it as a hangover from 'sneaky' George Osborne - Mail Online
2 March 2017 - What the government's probate fees jump means for your clients - Professional Adviser
2 March 2017 - Probate fee shake-up will take place in May - FT Adviser
1 March 2017 - It’s a small world: Emily Deane gives the lowdown on FATCA and CRS - Trust & Estates Law & Tax Journal
1 March 2017 - Probate costs set to rocket - Mail Online
1 March 2017 - Trust planning and administration update: FATCA/CRS and trusts – where are they now? - CILEx Journal
27 February 2017 - Probate fees set to rise by almost 100 times for big estates - City AM
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