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: https://t.co/TsNSho65gr #Scam #Alert

In the latest issue of the STEP Journal, Julie Butler outlines a recent case where two trusts were found subject to UK inheritance tax, because the deceased had continued to benefit from them. 📖Read the article: https://t.co/jGgGhVY0ps #STEPCPD #InheritanceTax

El Salvador’s Ministry of Finance has published guidance to facilitate the recognition of countries, states, or territories with preferential tax regimes. Read more: https://t.co/ekOCbP4nOU #STEPCPD #Tax

In this STEP Journal article Portia Ndlovu from the Securities and Exchange Commission of Zimbabwe outlines the key changes in anti-money laundering reforms across Africa and their practical implications for fiduciary and wealth advisors. 📖Read more in the article:

Today is Global Ethics Day! 🌍 In this STEP Journal article, Lucy Goodwin (Complaints Manager at STEP) describes how representing separating spouses can easily lead to ethical missteps and regulatory breaches. 📖Read the article: https://t.co/W0dSzIwIhb 👉Find out more about

Are you looking for help putting responsible stewardship into practice? STEP's Responsible Stewardship Toolkit offers you: ✔️Case studies about topics such as reflecting values and beliefs in powers of attorney; ✔️Questionnaires and checklists for trusts, wills and powers of

Wealthy and business-owning families, as custodians and producers of wealth, have the ability to be a force for good in our societies. STEP members play a crucial role in this through their work for families. You can now sign up for our free webinar focusing on translating

STEP's publication 'Circular Economy Principles for Family Business and Wealth Stewardship' discusses how circular economy principles can provide a new approach to governance frameworks. Read the publication: https://t.co/T0xZRBCl3E #STEPProfile #RSOW

The Grand Court of the Cayman Islands has placed a trustee in the category of 'held before the court' without being discharged, where the trustee wanted to resign because of a breakdown in relations with the beneficiary but had no replacement ready to take charge. Read more:

In this STEP Journal article John D Bunker TEP and Tanya Wadeson TEP from @irwinmitchell describe updates to trust reporting guidelines, including those involving the Trust Registration Service, as well as inheritance and income tax changes affecting trusts in the UK. 📖Read

HMRC’s Connect data analysis system generated an extra GBP4.6 billion of tax in the 2024/25 tax year, according to a Freedom of Information Act 2000 request submitted by law firm Pinsent Masons. The amount was more than a third higher than in the previous tax year. Read more:

The Jersey government has announced that its proposals to collect extra beneficial ownership information from legal entities will not be included in the 2026 annual confirmation statements. Read more: https://t.co/tNfFFRpicx #STEPCPD #BeneficialOwnership

We wish everyone celebrating a joyous Shemini Atzeret and a meaningful Simchat Torah. Chag Sameach! #SheminiAtzeret #SimchatTorah

On Thursday this free STEP members-only webinar will provide an overview of the UK Financial Intelligence Unit, Suspicious Activity Reports and practical insights of best practice targeted at STEP members globally who have reporting obligations in the UK. 📖Register your place:

In this STEP Journal article, we share the latest news from across STEP including the 20th Anniversary STEP Private Client Awards, an update on our Responsible Stewardship Toolkit and policy updates from the UK. 📖Read the latest updates from STEP: https://t.co/gCsA9L1aoX

How do you achieve a top mark in a STEP qualification? 🤔 Featured in these images is advice from two of this year's STEP Excellence Award winners, Mark Tan and Matthew Rhodes. The STEP Excellence Awards celebrate exceptional achievement, recognising the highest achievers

Do you support clients with family businesses? 🤔 In November you can attend our STEP CPD Masterclass session focused on family business, looking at real-world situations of business families, with our speakers Alfred Liu TEP and Ellie Milner TEP. There is also an option to

It's official - the STEP Bermuda Conference is sold out! Remember to register for STEP events early to avoid disappointment. Upcoming events include: 🌍The STEP Europe Conference; 🌍The STEP Asia Conference and 🌍The STEP Cayman Conference. 📆Register now for STEP's events:

In this article from the Trust Quarterly Review @alearmonth TEP from @NewSqChambers reviews the Law Commission’s final report and draft Bill proposing the most significant reforms to wills law in England and Wales since 1837. 📖Read the article: https://t.co/SnievGoCio #STEPCPD

Today is World Mental Health Day. 🌍 Mental health can affect people both personally and professionally. In this STEP Journal article Bryony Cove TEP and Charlotte Fraser discuss how preparing for potential mental health crises is as important as managing ongoing conditions

Financial abuse can be hard to spot. That is why we created our 'Spot the signs' campaign, where we share resources that can help you spot the signs of this kind of abuse and learn more about the action to take if you suspect it is happening. Click through these images with