STEP

STEP STEP is the professional association for those advising families across generations, offering training to a global network of trust & estate practitioners.

The official page for STEP (Society of Trust and Estate Practitioners)

In an extraordinary decision affecting mentally incapacitated people confined to care homes, the UK Supreme Court has un...
04/06/2026

In an extraordinary decision affecting mentally incapacitated people confined to care homes, the UK Supreme Court has unanimously overturned its own ruling in the pivotal Cheshire West case (P v Cheshire West and Chester Council & Anor, [2014] UKSC 19).

In the original case, the Supreme Court held by a majority that the test for a deprivation of liberty, under article 5(1) of the European Convention on Human Rights, is whether an individual is subject to continuous supervision and control and not free to leave.

👉Read more in STEP's Industry News Update: https://bit.ly/4ukMrwr

Panama has introduced new economic substance rules for domestic subsidiaries of multinational groups, declaring that for...
04/06/2026

Panama has introduced new economic substance rules for domestic subsidiaries of multinational groups, declaring that foreign-source passive income received by the relevant Panamanian company is taxable unless it meets new reporting and substance requirements.

📖Read more: https://bit.ly/4flPS1Y

Have you completed our annual Member and Non-Member Survey? ✍️Take ten minutes to complete the survey by 14 June 2026 to...
04/06/2026

Have you completed our annual Member and Non-Member Survey? ✍️

Take ten minutes to complete the survey by 14 June 2026 to have your say you say on how STEP can improve its offering.

Based on last year's survey we:

💡 Expanded learning in emerging areas – including a new CPD Digital Assets course and dedicated digital assets webinar week
💡 Launched a new Ethics Hub to support day-to-day decision making and professional standards
💡 Strengthened guidance and thought leadership in key areas like trusts, digital assets and mental capacity

STEP will make a GBP1 donation to our charity partner, Alzheimer's Disease International, for every survey completed (up to a maximum of GBP3,000).

✉️Members should check their email for a link to the Survey.

👉Non-Members can complete the survey here: https://eu.surveymonkey.com/r/DZ568JT

There is difficulty in servicing the middle class in South Africa, who generally do not have wills, and in ensuring thei...
04/06/2026

There is difficulty in servicing the middle class in South Africa, who generally do not have wills, and in ensuring their estates can survive financially.

In this STEP Journal article Harry Joffe TEP examines how bundling wills with life insurance can make estate planning accessible and commercially viable for South Africa’s middle class.

📖Learn more in the article: https://tinyurl.com/2hf3cfkn

03/06/2026

Register today for the STEP UK Annual Tax Conference next week!

Book to join us in person in London, UK or alternatively purchase a webcast as our expert speakers share updates on the rapidly evolving UK tax landscape.

Attend to stay up-to-date on key topics for advisors, including:

☑️ Inheritance tax on pensions: planning ahead of April 2027
☑️Planning before and after a business-exit
☑️Inheritance tax and will drafting

📅Book your place today: https://bit.ly/4cUyYpU

Wealth structures can be lawful, transparent and compliant with international standards, yet still be perceived as suspe...
03/06/2026

Wealth structures can be lawful, transparent and compliant with international standards, yet still be perceived as suspect before their purpose is understood.

This disconnect is increasingly shaped not by facts alone but by language.

In this STEP Journal article, Morag Ofili TEP considers how advisors can address the disconnect between public perceptions shaped by legal language and the practical realities of lawful wealth planning.

👉Read more in the article: https://tinyurl.com/4rc7wea5

03/06/2026

Have you explored the resources in our Responsible Stewardship Toolkit? 📖

Learn more about the resources you can benefit from in this video with some of the most popular parts of the Toolkit with practitioners like you.

👉Explore the Toolkit: https://bit.ly/459OGsD

In a confirmatory decision, the Court of Appeal for Ontario recently ruled in favor of respondent Tiffany Jean, who was ...
02/06/2026

In a confirmatory decision, the Court of Appeal for Ontario recently ruled in favor of respondent Tiffany Jean, who was appointed as co-trustee to her late grandfather Warren Holbrook's estate (Staples v Jean, [2026] ONCA 369).

The dispute arose following the passing of Warren Holbrook on December 3, 2021. Holbrook named his three daughters, Rebecca Staples, Maureen Sherk and Jennifer Holbrook, as residual beneficiaries of his primary and secondary wills, with his granddaughter, Tiffany Jean, being named as co-trustee of his estate.

👉Read more: https://bit.ly/43OGSv3

Have you registered for this year's STEP Europe Conference? 📅In October you can join us at this must attend event for tr...
02/06/2026

Have you registered for this year's STEP Europe Conference? 📅

In October you can join us at this must attend event for trust and estate practitioners working in Europe.

Attending not only keeps you up to date with industry developments, it also allows you to network with peers from across Europe.

Click through the images to read feedback from previous attendees!

👉Register now for the STEP Europe Conference: https://bit.ly/4wnSJxe

This image shows an insight from the STEP Barometer report which explores AI, as well as other important industry topics...
02/06/2026

This image shows an insight from the STEP Barometer report which explores AI, as well as other important industry topics including evolving client values and modern families.

The report and its insights have gained coverage in a number of publications including Legal Futures and FTAdviser.

👉Read the article in Legal Futures: https://bit.ly/3Rz9cPn
👉Read the article in FT Adviser: https://bit.ly/4u5JU8V

📖Read more in the report today: https://www.step.org/thought-leadership/barometer

Address

Artillery House, 11-19 Artillery Row
London
SW1P1RT

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+44 (0)20 3752 3700

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