New Zealand's government has released a cabinet paper introducing further anti-money laundering proposals, following recommendations in a statutory report published by the Justice Ministry in 2022. Read more: https://ow.ly/BEXm50TgzYP #STEPNews #AntiMoneyLaundering
STEP – Advising Families Across Generations
Non-profit Organization Management
STEP is the global professional association for practitioners who specialise in family inheritance & succession planning
About us
STEP is the worldwide professional association for those advising families across generations, offering training and development to a global network of trust and estate practitioners. All STEP members belong to a branch or chapter that provides professional development and opportunities to network with peers at a local level. We have 20,000 members in over 100 branches and chapters across the world.
- Website
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http://www.step.org
External link for STEP – Advising Families Across Generations
- Industry
- Non-profit Organization Management
- Company size
- 11-50 employees
- Headquarters
- London
- Type
- Nonprofit
- Founded
- 1991
- Specialties
- Professional Development, Education and Qualifications, Networking and Events, Policy and Advocacy, and Publications
Locations
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Primary
Artillery House (South)
11-19 Artillery Row
London, SW1P 1RT, GB
Employees at STEP – Advising Families Across Generations
Updates
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The England and Wales High Court has ruled on the controversial issue of whether litigation costs in disputes under the Inheritance Act 1975 should be dealt with separately from the substantive award, or whether it is ever permissible for the court to award a claimant their costs as part of the substantive relief. Read more: https://ow.ly/OTn950TgzOv #STEPNews #Inheritance
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There are only two weeks until the winners of this year's STEP Private Client Awards are announced! In anticipation we are sharing an interview with Toby Graham TEP from Farrer & Co, one of last year's winners. Read the interview: https://bit.ly/3S7kSar Book your table: #STEPPCA #LegalAwards
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The STEP Standard Provisions are a set of ready-made clauses that can be inserted into a will. These clauses provide protections and powers that enable the executors or trustees to effectively deal with the estate. The STEP Standard Provisions contain useful material to include in a will, avoiding technical terms that could confuse the lay reader and cover the law of England and Wales, and Northern Ireland respectively. Download the Provisions: https://lnkd.in/e7xHfmcu #STEPProfile #Wills
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On 27-30 September, STEP representatives attended the International Guardianship Network (IGN) World Congress 2024, which was held at Buenos Aires University School of Law in Argentina. Hundreds of lawyers, notaries, judges, social workers, doctors, nurses, policy makers, economists and NGO representatives were at the conference to explore the challenges posed by the increasing ageing global population and the distinctive issues faced by different regions and countries. Emily Deane, TEP, Technical Counsel and Head of Government Affairs at STEP – Advising Families Across Generations, shares her experience of giving a progress update on STEP's Global Representative Power to this expert audience. Read her blog: https://ow.ly/BFc450TgcGg #MentalCapacity #VulnerableClients
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The recent decision by the European Central Bank to lower interest rates to 3.75 per cent is likely to be welcomed by most, both as an indication that inflation is slowing to a more manageable pace and that economic growth is firmly back on top of the agenda in the Eurozone. In this STEP Journal article Helen Vieira TEP from Flagstone International explains why the European Central Bank rate cut means a change in attitude may be needed when optimising cash returns among private client practitioners and trustees. Read the article: https://lnkd.in/ePG-teJK If you found this article helpful why not share this post with your network! #STEPCPD #InterestRates
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For an idea of what to expect in the upcoming STEP UK Tax, Trusts and Estates Conference in October and November 2024 across the UK, read this quote from Robin Melley, TEP, Chartered MCSI, FLIBF from Matrix Capital Limited, a previous attendee. This year’s conference will feature sessions on issues for trusts and personal representatives; family investment companies, electronic wills, testamentary capacity and relationship difficulties for the next generation. Book your place: https://bit.ly/4cC2VHG #STEPEvents #STEPTTE
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Brazil’s Chamber of Deputies has approved major revisions to the country’s tax code under Projecto de Lei 108/24, which proposes reform to the tax on inheritance and donations (Imposto sobre Transmissão Causa mortis e Doação de Quaisquer Bens ou Direitos, ITCMD). Read more: https://ow.ly/NbeF50Tfo2U
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STEP's publication 'Circular Economy Principles for Family Business and Wealth Stewardship' discusses how circular economy principles, when applied to family business and wealth stewardship, can provide a new approach to governance frameworks for wealth- and business-owning families. Read the publication, authored by Philip Marcovici TEP, Kenneth T Goh and Iraj Ispahani: https://bit.ly/STEP-CEBook #STEPProfile #RSOW
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Many separating couples in England and Wales, whether married or unmarried, have links with Europe that can have an impact on how they manage their separation. In this STEP Journal article Sarah Keily TEP from Thomson Snell & Passmore LLP discusses how links with Europe may affect how separating couples in England and Wales manage their affairs. Read the article: https://lnkd.in/eszuX_iP Share your thoughts on this article in the comments! #STEPCPD #Separation
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