STEP is the worldwide professional association for those advising families across generations.
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Joined June 2010
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📢Important update about list seller scams
Please be aware that in recent weeks, we have seen an increase in 'list selling' emails claiming to have the STEP membership list, or an attendance list of one of STEP's conferences.
These emails are scams and STEP does not sell its membership lists.
👉Read more in our full list seller scam update: step.org/public/scams-and-al…
#ScamAlert #Alerts
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The Autumn Budget can bring significant changes for private client practitioners, trustees and advisors, particularly those working with UK-resident clients.
Understanding new policy announcements and their practical implications will be essential for professionals advising clients and navigating the evolving UK tax and regulatory landscape.
In our webinar you will benefit from the expertise of STEP’s UK Technical Committee to provide timely analysis of the Chancellor’s Autumn Budget 2026 announcements and explore the measures most relevant to practitioners.
📅Register for the webinar: bit.ly/4z4FAKI
#STEPEvents #AutumnBudget
ALT STEP webinar on post-budget briefing covering key announcements and analysis on 10 November 2026 from 10:00 to 11:15 UTC.
What does Equity, diversity and inclusion (EDI) mean to you?
Equity, diversity and inclusion are at the heart of STEP's values and STEP is committed to fostering a welcoming and inclusive professional community.
Watch this video with Harry Joffe TEP from STEP’s EDI Committee discussing EDI at STEP.
👉You can promote EDI using resources on our EDI Hub: step.org/EDI
#EDI #STEPCommunity
We are pleased to see the expertise of STEP members highlighted in this article from Laura Whitcombe for @thetimes as specialists who can assist with estate planning and Lasting Powers of Attorney.
📖Read more in the article: bit.ly/4svFvgG
STEP qualifications are widely recognised as evidence of specialist knowledge and skills, enhancing employability and career progression.
💡Find out more about our qualifications: bit.ly/4zQxNjp
#STEPProfile #STEPEducation
The Planning and Infrastructure Bill has now become an Act, with the UK government ‘giving in’ on agricultural property and business property reliefs – enough to assist small farms but only of moderate help when there is development.
In this STEP Journal article Julie Butler and Libby James detail the UK’s new Planning and Infrastructure Act 2025 and its implications for landowners, with a focus on succession planning and inheritance tax.
📖Read more in the article: tinyurl.com/mudne4hs
#STEPCPD #APR
The European Parliament has adopted the position of a regulation designed to provide adults lacking mental capacity with additional rights when making decisions about their medical care, real estate, place of residence and assets in a cross-border context. Read more: ow.ly/2Xgz51014gV #STEPCPD #MentalCapacity
The UK government has postponed its plan to make small companies and micro-entities file profit and loss accounts with Companies House from April 2028, following recommendations from the Small Business Regulatory Taskforce. Read more: ow.ly/HTW4510141X #STEPCPD #SmallBusiness
Private equity investments in trust portfolios introduce complexity, illiquidity and heightened risk, making effective oversight challenging.
In this STEP Journal article Ekaterina Henry TEP reflects on the importance of periodically reviewing private equity holdings and provides a practical review checklist for trust officers.
💡Learn more in the article: tinyurl.com/4eva7dde
#STEPCPD #Trusts
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ALT Two professionals analyze financial data with a large smartphone displaying assets like cash, property, and investments in an isometric style.
How can you balance studying a STEP qualification alongside your professional responsibilities? 🤔
Click through these images to read advice from three of this year's STEP Excellence Awards winners who all achieved top marks while studying with STEP: Audrey Eigenmann, Joe Chun Fai Ong TEP and Charlotte Haderthauer.
Our Excellence Awards celebrate exceptional student achievement by recognising the highest achievers across all STEP qualifications and our Essay Route to membership.
⭐Find out more about the Awards: bit.ly/3QK1DWc
📖Read our interviews with the winners: bit.ly/44UUohg
#STEPExcellenceAwards #STEPEducation
It's official - tomorrow marks one month till STEP Global Congress in beautiful Bermuda!
Our programme focusing on 'Navigating Trusts, Estates and Capacity in a Digital Age' will include sessions including:
💡Trusts, foundations and family structures in a global, digital age
💡AI – Lessons from the past shaping the future
💡A modern day approach to client capacity
Click through the images to see more of the beautfiul location.
📅Register now for STEP Global Congress: congress.step.org/
#STEPEvents #STEPCongress
ALT Countdown to STEP Global Congress 2026 in Bermuda, focusing on trusts, estates, and digital age challenges, one month remaining.
ALT Professional woman speaking at a podium during STEP Global Congress 2026 in Bermuda, focusing on digital age trusts and estates.
ALT Scenic view of Hamilton Princess Hotel and Beach Club in Bermuda with turquoise waters and sandy beach for STEP Global Congress 2026.
Over the past decade, the Czech Republic has introduced trust funds and expanded the use of foundation structures for private wealth planning.
Although these tools are now widely used in domestic practice, their legal design and practical operation differ in important respects from more familiar common-law and continental models.
In this Trust Quarterly Review article Vlastimil Pihera TEP details the legal and practical distinctions between trust funds and foundation funds as private wealth planning tools in the Czech Republic.
📖Read more in the article: tinyurl.com/2m8sd53y
#STEPCPD #Trusts
@KSB_Law
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Do you know how to 'Spot the signs' of financial abuse?
We created our 'Spot the signs’ campaign to provide information about how people can spot the signs of financial abuse.
We also have resources for what you can do if you have concerns, including which organisations can provide practical advice and support where you are.
Click through these images with different signs to watch out for.
👉Learn more about our campaign: step.org/mental-capacity/spo…
📢Share this post to help raise awareness of the signs!
#STEPSpotTheSigns #MentalCapacity
The England and Wales Court of Protection has granted retrospective ratification of Irwin Mitchell Trust Corporation's decision to appoint Irwin Mitchell Asset Management to handle the assets of a client with a disability, PW, even though in 2024 the appointment was ruled to be a breach of the self-dealing rule (Irwin Mitchell Trust Corporation v PW & Anor, [2026] EWCOP 53 T2).
💡Learn more in our Industry News update: bit.ly/4iAjn12
#STEPCPD #CourtofProtection
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A 15 October ruling of the European Court of Justice broadens the circumstances in which anti-abuse rules apply to the zero per cent dividend withholding tax exemption under the EU Parent-Subsidiary Directive (Council Directive 2011/96/EU, PSD).
👉Read more in our Industry News update: bit.ly/47BGYrZ
#STEPCPD #Tax
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Banking challenges have become one of the most significant operational and policy issues facing trust practitioners globally.
This webinar will bring together trust practitioners, compliance professionals and banking representatives to explore the factors driving these challenges, examine why trusts are often perceived as higher-risk clients and discuss how trustees and banks can work more effectively together.
The session will also mark the launch of STEP's Trust Banking Due Diligence Toolkit, a practical resource developed to help trustees and advisers better understand and meet banks' onboarding and ongoing due diligence requirements.
👉Sign up for the free webinar: bit.ly/3UiZfr0
#STEPEvents #Banking
ALT Free webinar on bridging the gap between trustees and banks, scheduled for 29 October 2026 from 12:00 to 13:00 UTC.
China’s new offshore tax rules increase the importance of governance, documentation and cross-border consistency for families, trustees, family offices and philanthropy advisors.
In this STEP Journal article Niko Deng explores how China’s updated tax rules for offshore trusts may affect cross-border families and philanthropic structures, and the questions advisors should ask to support compliance and longevity.
💡Learn more in the article: tinyurl.com/chkyvuxn
#STEPCPD #RSOW
📢Did you find this article helpful? Share it with your network!
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Did you know that people are already changing their financial plans in response to forthcoming inheritance tax changes to pensions in the UK?
A recent pulse survey of 115 STEP members found that four out of five (81%) practitioners surveyed have seen clients change their estate or pension planning because of the government's plans to bring most unused pension funds and death benefits into scope for inheritance tax.
Emily Deane TEP, Technical Counsel at STEP, commented: 'Without professional advice, the risks of getting it wrong are high and costly. People are potentially jeopardising their later life needs if they withdraw pension funds early, for example, without taking proper advice, or fully understanding the longer-term implications.'
Robin Melley TEP, from @matrixcapital, said: ‘Far too many people do not take professional advice and turn to the internet or a friend at the golf club or down the pub! This will inevitably lead to many people making unwise decisions that lead to poor outcomes for themselves and their families.'
📖Read more in our press release: bit.ly/4hYFH4n
#STEPProfile #InheritanceTax
ALT Portrait of Emily Deane TEP with a quote about risks of early pension fund withdrawal without proper advice or understanding long-term effects.
ALT Stack of gold coins supporting a wooden block labeled 'PENSION' symbolizing retirement savings.
Congratulations to all of the STEP members who successfully passed their Essay Route papers this week!
The Essay Route provides an opportunity for practitioners worldwide to demonstrate their expertise and progress towards TEP membership.
For some candidates, these results mark another step towards achieving the TEP designation. For those who have now completed all three papers, well done on this significant achievement.
👉Find out more about this route to STEP membership: step.org/essay
#STEPCommunity #STEPEducation
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What can you learn about financial abuse in the STEP Barometer report?
Click through the images to read some key insights from the report and an Expert TEP view from Holly Mieville-Hawkins TEP.
The report also covers:
💡Modern families and succession planning;
💡Evolving client values;
💡Changing technology and the role of AI;
💡Regulatory pressures and global mobility and
💡Professional standards and consumer protection.
👉Find out more in the STEP Barometer 2026: step.org/barometer
#STEPProfile #STEPBarometer
📢Did you find these insights helpful? Share this post with your network!
STEP member Heledd Wyn TEP has provided commentary for The @Telegraph about the 3,444 local authority deputyship orders made in England and Wales in 2025.
Heledd Wyn TEP commented: 'In my experience, local authorities are often applying for deputyship where there are contested proceedings, and attorneys are being investigated or removed.'
📖Read more in the article: bit.ly/4yxGONc
#STEPProfile #MentalCapacity
Who will be speaking at STEP Global Congress? 🌍
Dr. Mark Guishard, Chief Operating Officer and Professor of Practice, ASU Bermuda Institute of Ocean Sciences will be giving a keynote address on Day 2 of STEP Global Congress.
Join us to hear from Dr Mark Guishard as part of our programme 'Mind, Law and Machine: Navigating Trusts, Estates and Capacity in a Digital Age'.
Our programme includes sessions focusing on:
💡Trusts, foundations and family structures in a global, digital age
💡A professional’s approach to client capacity: can you spot the concerns?
💡Access denied? The growing challenge of banking for Trusts
📅Book your place today: congress.step.org/
#STEPEvents #STEPCongress
ALT Announcement of Dr. Mark Guishard as Day 2 keynote speaker for STEP Global Congress 2026 in Bermuda, November 24-25.
ALT Empty beach with rows of lounge chairs and umbrellas beside clear turquoise water and a shaded pavilion among palm trees.
ALT Secluded tropical beach with white sand, palm trees, and turquoise water surrounded by rocky cliffs and lush greenery.