We have received reports of more 'list selling' emails claiming to have the STEP membership list, or an attendance list of one of STEP's conferences. Please be aware that these emails are scams and STEP does not sell its membership lists: #Scam #Alert

In this STEP Journal article Helen Bradford-Swire examines the make-up of the ‘modern family’ and asks what practitioners need to consider when helping these families plan Read the article: #STEPCPD #ModernFamilies

The total cost of tax compliance for UK businesses is at least GBP15.4 billion, according to a report by the official National Audit Office. Read more: #STEPCPD #UKTax

As of 1 March 2025, permitted individuals within Jersey entities that are regulated under the Money Laundering Order will be able to access the new register of beneficial owners or controllers of entities incorporated or established in Jersey: #STEPCPD

We are pleased to share a new STEP blog from @JackBurroughs TEP, Deputy Chair of STEP’s Digital Assets Global Special Interest Group, giving an update on the Property (Digital Assets etc) Bill. Read the blog: #STEPPolicy #DigitalAssets

We are pleased to share more coverage of STEP's important 'Spot the signs' campaign, focusing on raising awareness of the signs of financial abuse in this @TWProbate article by Katie Johnson. Read the article: #STEPProfile #MentalCapacity

The modern family can be blended in ways that long-dead testators and settlors never anticipated. In this STEP Journal article Joshua S Rubenstein TEP from @KattenLaw discusses settings you did not know your family blender even had: #STEPCPD

Findings from STEP's survey about probate delays in England and Wales have been highlighted in this article by @WhichUK about the delays. Read the article: #STEPProfile #Probate

His Majesty’s Revenue and Customs (HMRC) continues to focus on tackling offshore non-compliance. In this STEP Journal article Varoon Saccaram and Louisa Beciri outline what HMRC is doing to close the UK tax gap. Read the article: #STEPCPD #Tax

Looking to learn more about the responsible stewardship of wealth? Click through these images to read some quotes from STEP's publication 'Circular Economy Principles for Family Business and Wealth Stewardship'. Read more: #STEPProfile #RSOW

The UK has suspended application of its double tax conventions with Russia and Belarus. Read more: #STEPCPD #Tax

A new Belgian government has just been formed and has published its first budget, introducing tax reforms with substantial impact on property owners, investors and developers: #STEPCPD #Tax

Last week we opened entries for the 20th Anniversary STEP Private Client Awards! In this video we speak to winners and attendees at last year's Awards about what makes them special. Enter now: #STEPPCA #EnterNow

Thank you to STEP member Suzanne Mynors TEP from @RussellCooke who has written an article for @thetimes discussing the important topic of powers of attorney and the issues that can arise when wealth or assets cross over into another jurisdiction. In the article she highlights the STEP Global Representative Power, a template and a benchmark for a lasting/enduring power of attorney that is globally recognised and portable across borders. Read the article: #STEPProfile #MentalCapacity

In this STEP Journal article Sarah-Jane Macdonald TEP and Roddy Harrison TEP from @wjm_innovate assess the efficacy of Scotland’s new trusts and succession act, one year on. Read the article: #STEPCPD #Trusts

Mexico has introduced new tax incentives for corporate taxpayers, to run from 2025 to 2030. The regime is part of 'Plan Mexico', a strategy introduced by the new president to drive the Mexican economy. Read more: #STEPCPD #Tax

In this STEP Journal article James Davies TEP from @NewSqChambers discusses the role of the literary executor when drafting a will in England and Wales. Read the article: Did you find this article useful? Share it with your network! #STEPCPD #Wills

Last week we opened entries for the 20th Anniversary STEP Private Client Awards. The Awards opening has been covered in this article from Financial Planning Today: Enter the Awards: #STEPProfile #STEPPCA

What are the signs of financial abuse? Find out more about our campaign to help people 'Spot the signs' of financial abuse: #STEPSpotTheSigns #MentalCapacity

RT @AlzDisInt: ADI is delighted to be partnering with @STEPSociety to deliver an important webinar on the risks of financial abuse towards…

We saw significant increases in our member survey last year in awareness of our work on thought leadership topics including digital assets. Read more insights in STEP's 2023-24 Annual Review: #AnnualReview #MentalCapacity