STEP

09/10/2026

What will you learn at the STEP UK Tax, Trusts and Estates Conference 2026? 💡

John Barnett TEP will be discussing key takeaways for practitioners from the 2026 Autumn Budget in the UK.

Attendees will benefit from an overview of key changes which they will be able to apply to their clients and day-to-day role.

👉Read more in this interview with John Barnett TEP: https://bit.ly/46MPT9N

📅Book your place today: https://bit.ly/3TBL8fM

09/10/2026

Do you want to be a part of helping STEP foster a culture where everyone feels valued, respected and can participate fully?

We are seeking a STEP member with a strong interest in equity, diversity and inclusion (EDI) to join the STEP EDI Committee from January 2027.

The Committee provides advice and guidance on EDI matters, supports the delivery of STEP's EDI objectives, and helps ensure that STEP's activities, policies and practices reflect its values and commitment to inclusion.

We welcome applications from members from all backgrounds, identities, regions and career stages. Previous service on a STEP committee is not required.

👉Find out more about the role: https://www.step.org/members/committee-and-volunteer-vacancies

09/10/2026

Have you found that blended families and stepchildren create legal or planning challenges for your clients?

This was the case for 71% of respondents to the STEP Barometer 2026 survey.

With World Mental Health Day taking place tomorrow, we spoke to STEP spokesperson Holly Miéville-Hawkins TEP, who is also a therapist, about the impact of family disputes on the mental health of the family unit and the people in it.

As Holly suggests in these images, seeking professional help, as well as starting conversations early and maintaining clear lines of communication, can help mitigate or resolve family disputes linked to estate planning.

👉Find out more in the STEP Barometer 2026: https://www.step.org/barometer



If you have experienced these kind of family disputes with clients, what has helped you resolve them? Share your experiences in the comments.

09/10/2026

In this Trust Quarterly Review article James Patterson, News Editor at STEP, provides a summary of the latest trust developments around the globe since June 2026.

Recent global updates include:

🌍The latest draft of Bermuda's Beneficial Ownership Regulations 2026 and revised Beneficial Ownership Guidance Notes
🌍China's Ministry of Finance issued new rules under which a tax-resident individual's transfer of property into an offshore trust will be a deemed disposition
🌍The Cyprus Securities and Exchange Commission has amended the framework governing the country's Beneficial Ownership Register of Express Trusts and Similar Legal Arrangements

💡Learn more in the article: https://tinyurl.com/4y6xh5jb



Remember that reading and reflecting on the Trust Quarterly Review articles counts towards your CPD as a STEP member.

08/10/2026

On 10 September 2026, New Zealand's government introduced a tax reform bill to reduce barriers for foreign investors and cross-border businesses.

Key proposals include amendments to the financial arrangement rules, easing of the foreign investment fund rules, and an updated non-resident contractors tax regime.

💡Learn more in our Industry News update: https://bit.ly/4zncplH

08/10/2026

In the recent case of The Nigel Blackwell Family Trust v HMRC, [2026] UKFTT 1361 (TC), the First-tier Tax Tribunal did not allow the trustees of a family trust to adduce expert evidence in their appeal against HMRC's tax assessment.

The case concerned a loan and security agreement between an investment company and a biotechnology research firm, Immunocore.

👉Read more in our Industry News update: https://bit.ly/47afPw9

08/10/2026

What is it like to manage various trust and companies’ structures across many different jurisdictions?

Gintare Nedelec TEP is a Trust Officer at Guardian Trust Company and has shared with CLT International an insight into her working day and what it is like working in the trusts industry.

📖Read more in the interview about a day in Gintare’s working life: https://www.cltint.com/insight/day-life-trust-professional/

💡Learn more about studying a STEP qualification: https://bit.ly/4y010qN

08/10/2026

Carly Doshi TEP (Chair of STEP New York) and Joseph Kellogg TEP have been quoted in this article from Kiplinger examining how to prevent inheritance and succession issues from fracturing a family due to tensions and disputes.

Carly Doshi TEP commented that trusts can be useful when there are big age gaps between children in blended families. A trust gives the ability to spell out when and under what circumstances different heirs get distributions from an estate.

Joseph Kellogg TEP commented: 'Having a neutral third party in the room guiding the conversation can help mitigate some long-standing family feelings and tensions.'

💡Learn more in the article: https://bit.ly/477EDF3

Conflict among adult children over their parents' estate is all too common — and Mom and Dad’s worst nightmare. Here's how to ensure the kids won’t fight after you’re gone.

08/10/2026

Since 6 April 2026 in the UK, a GBP2.5 million cap on 100 per cent business property relief has materially increased inheritance tax exposure for many family businesses and farms, with excess value attracting only 50 per cent relief.

In this STEP Journal article Helen Clarke TEP describes how increased inheritance tax exposure for family businesses and farms is driving more proactive succession planning and a greater focus on governance and long-term UK tax efficiency.

💡Learn more in the article: https://tinyurl.com/282ww4cb



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Irwin Mitchell

08/10/2026

Last week the STEP Europe Conference took place in Prague in the Czech Republic and we were pleased to see the event itself, Dr Paolo Panico TEP (worldwide Chair of STEP) and James Turnbull TEP (Chair of STEP Czech and Slovak) featured in a news feature from CNN Prima NEWS.

The feature was focused on the Great Wealth Transfer and how families can prepare the next generation to take responsibility for managing wealth. It is great to see STEP highlighted in this way and for the STEP Europe Conference to receive this coverage.

CNN Prima News TV is a Czech television news channel with over three million monthly viewers on TV and over two million monthly viewers online.

👉Watch the news segment here (please note it is in Czech): https://bit.ly/4y8uGlK