STEP @STEPSociety
STEP is the worldwide professional association for those advising families across generations. step.org London Joined June 2010-
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.@thetimes has highlighted comments from STEP member Jo Summers TEP given as evidence to the UK's Justice Committee in April in this article about the impact of probate delays in England and Wales. Read the article: bit.ly/3Qs0HlY #STEPProfile #Probate
We are pleased to share an interview with Bronwyn Prior TEP, Associate Director at STEP Employer Partner @bdoaccountant about her experience taking STEP qualifications. Read the interview: bit.ly/49X6W8b #STEPEmployers #STEPEducation
Paul Sczudlo TEP from Withersworldwide was recently elected as the new chair of STEP USA. The news has been featured in an article published by @eprivateclient. Read the article: bit.ly/4aZ3jjk #STEPProfile #STEPUSA
The US Internal Revenue Service has published a first draft of Form 1099-DA, to be used by digital asset brokers to report US taxpayers' transactions. Read more: bit.ly/4aYgjWh #STEPCPD #US
The Trust and Succession (Scotland) Act 2024 has now received Royal Assent. Sarah-Jane Macdonald TEP's article highlights of some of the positive outcomes and provides an in-depth analysis of some of the problems that may arise: tinyurl.com/mryp3a9z #STEPCPD #TrustLaw
.@coopuk in the UK are looking for self-employed Estate Planning Consultants. Find out more: bit.ly/3QmNhaF #STEPJobs #NewJob
The Competition and Markets Authority has issued draft guidance on consumer protection in the unregulated legal services market, specifically businesses that offer will-writing, pre-paid probate and online divorce services in the UK: bit.ly/3xV3mOo #STEPCPD #Wills
The Council of Europe's anti-money laundering monitor MONEYVAL has concluded that Cyprus has tightened up its measures for tackling money laundering and terrorism financing. Read more: bit.ly/4djVTJ1 #STEPCPD #AML
Earlier this week, STEP's Chief Executive @MarkWalley13 gave evidence for the UK's Justice Committee on the probate delays being experienced in England and Wales. His insights have been featured in this article from @TWProbate: bit.ly/3WjsTer #STEPProfile #Probate
Did you know about the STEP CPD Learning Course on Contentious Estates? Contentious probate and trust cases are on the rise. Watch this video with some of the authors of the course to find out more. Find out more: bit.ly/Contentious-Es… #STEPEducation #ContentiousEstates
In this STEP Journal article Amy Berry TEP and Millie Rai express the need for clarity regarding gifts and loans before a death in England and Wales. Read the article: tinyurl.com/yeb67yz7 #STEPCPD #Loans
Emily Deane TEP, STEP's Technical Counsel and Head of Government Affairs, has written an article for @TWProbate about STEP member Jo Summers TEP giving evidence to the UK's Justice Committee on probate delays. Read the article: bit.ly/3w9aztU #STEPProfile #Probate
We have now launched the 2024 Member Survey and sent emails with instructions on how to give your feedback. Please submit your feedback as soon as possible so we can continue to provide the best possible service to members. #MemberSurvey #Feedback
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. Download the Provisions: bit.ly/Standard-Provi… #STEPProfile
STEP Head Office, based in London, UK, is looking for an Intern focusing on Market Research who wants to build upon their market research and analytical skills. Find out more about the role: bit.ly/STEP-Vacancies #Vacancy #Intern
Colombia’s Council of State has found that it will not annul a Colombian tax authority ruling that three double taxation treaties (DTTs) have not been affected by the provisions of a later DTT executed with the UK. Read more: bit.ly/4bcuU02 #STEPCPD #Tax
Have you considered how climate change will affect wealth creation and preservation? In this STEP Journal article Vibha Vallabh TEP asks how climate risk will affect high-net-worth individuals and wealth management. Read the article: tinyurl.com/ykw5s4ak #STEPCPD
Yesterday STEP's Chief Executive @MarkWalley13 gave evidence at the House of Common’s Justice Committee’s evidence session on the performance of the probate service. In our latest blog we provide an update on this session: bit.ly/3QsjRbj #STEPProfile #Probate
This is one of the insights from our report 'Loss of Mental Capacity – A Global Perspective', sponsored by the @alzheimerssoc which demonstrated that practitioners are increasingly advising on capacity issues. Read more: bit.ly/STEP-Mental-Ca… #STEPProfile #MentalCapacity
We interviewed Michael Fischer TEP, who is moderating a session at the upcoming STEP Alpine Conference. Watch the interview to find out what the session is about and what else attendees have to look forward to at the Conference! Book now: tinyurl.com/3p9vmwfz #STEPAlpine
Ian Bond @IanBondTEP
2K Followers 1K Following Private Client Partner @irwinmitchell; Member @TheLawSociety Wills & Equity Committee; Member of @STEPSociety and @LifetimeLawyers; Charity Trustee; Dad of 4
The Association of Li.. @lifetimelawyers
3K Followers 2K Following A community of legal professionals on a mission to support older and vulnerable people with the right legal advice. Membership body. Founded in 1996.
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683 Followers 507 Following Lawyer. Council & Board @TheLawSociety. Accredited @lifetimelawyers, #womeninlaw. Heard on @BBCRadio4 @Moneybox @LBC. Seen on @itvMLshow and @BBCBreakfast.
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536 Followers 2K Following Trust and Estate Practitioner and Chartered Financial Planner, offering safe pair of hands for those who find themselves in vulnerable circumstances.
Matthew Parr TEP (he/.. @mattparrlegal
229 Followers 275 Following Partner. Private Client. Crawley,Brighton-surrounds .Views are my own.Dementia Friend. Solicitor for the Elderly.STEP. Diversity n Inclusivity @mayowynnebaxter
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4K Followers 2K Following Premier news source for intermediaries using cross-border life/banking products and offshore funds.
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122K Followers 3K Following Bestselling author of histories #EmpireWorld #EmpireLand #StolenHistory, novel #MarriageMaterial, and memoir #TheBoyWithTheTopknot. Writer @thetimes, 🇬🇧 SikhI gave evidence today for @TheLawSociety (and as @irwinmitchell partner) to @CommonsJustice committee on issues at the #probate registry (@HMCTSgovuk). Also speaking were @STEPSociety, @ICAEW and @CLConveyancers. 📺 replay on Parliament TV parliamentlive.tv/event/index/06… #LifeAtIM
The day after the conference #ADI2024: if we met in person, hi! Slept for 9 hrs. Got up, had breakfast, went back to sleep for 2 hrs. Meeting and talking and listening tires my weary brain, although I love it! I so enjoy the accidental incidental conversations. And drawing...
Been doing a spot of podcast recording in Krakow #ADI2024
Partner Sarah-Jane Macdonald recently provided her thoughts on the new Trust & Succession (Scotland) Act 2024 for @STEPSociety Delve into SJ’s expert analysis on the new bill wjm.co.uk/news/analysis-…
@STEPSociety @wearehourglass_ We were delighted to have @tish8515 Tish Hanifan take part as a panellist, sharing her expertise in this webinar from @wearehourglass_ on preventing undue influence on those in later life.
@STEPSociety Leading industry speakers all discussing the latest tax developments will be an interesting session from @STEPSociety on June 21st.
It was also a pleasure to see that this platform came good as @WillyGilder and I met and I contributed to his podcast (using a contraband microphone from a source that shall remain unarmed!) 😉
We are pleased to share a selection of photos from STEP's session and exhibition stand at this year's @AlzDisInt Conference in Krakow, Poland. STEP's session featured STEP members Yue-En Chong TEP and @Heledd_Wyn TEP speaking about loss of mental capacity and estate planning,…
I enjoyed leading a @STEPSociety discussion group at @LawDundee today. Lots of great chat and questions about changes to Scots succession law.
The number of #probate cases taking >than a year to be granted has risen by 65% over the past three years. Last week (Apr 17) @CommonsJustice heard evidence from Jurit partner & @STEPSociety member, Jo Summers, about her experiences with the current #probate system. Read more⬇️
Probate delays soar with a 65% increase in year-long cases on.ft.com/3U8P2t3
"It is human nature, when people see suffering… to want to feel empowered to help and be proactive." Private Client partner Julie Man is featured in the @STEPSociety Journal discussing global trends in philanthropy and sustainable investment. ➡️ russell-cooke.co.uk/news-and-insig…
🗞️ How long is a piece of string? Don't ask the Probate Office. Jurit Partner, Jo Summers, speaking about probate delays at the @CommonsJustice inquiry into #probate delays last week, as covered today in @thetimes thetimes.co.uk/article/probat… @STEPSociety
📰 In their article, "Gifts, Loans, Debts, and Death," #NSC Members, Amy Berry & Millie Rai explore the distinctions between loans and gifts in estate administration under English law. 🌐 Read the article: newsquarechambers.co.uk/amy-berry-and-… @STEPSociety #EstateAdministration #LegalInsight
"A lack of consistency with #probate applications means it is difficult to tell a client just how long their case could take" Jo Summers, partner in our private tax and wealth team & @STEPSociety spokesperson, at the @CommonsJustice inquiry into #probatedelays on Tues.
'There is a complete lack of consistency with probate applications' on.ft.com/3U50VQN
⚖️News: Jurit gives evidence to @CommonsJustice Committee investigating #probate delays Jo Summers TEP, partner in our Private Wealth & Tax team & regular @STEPSociety commentator on the issue of #probatedelays, gave evidence in #London yesterday. jurit.com/news/jurit-par…
Private Client Partners Nimalee Bastian-Carter, Tim Goodwin, Brian Tan, and Peter Taylor, as well as Head of team David Chandra, have renewed their memberships as fully accredited @STEPSociety members for 2024-2025, demonstrating their commitment to high professional standards.
@STEPSociety Wales, Bristol, and West of England branch event 👇 Thurs 25 April @ 2pm Lesley King Tax issues for Private Client Practitioners In-person @WBD_UK Bristol Streaming to offices in: Cardiff, Truro, Plymouth Sponsor: The Asset Management Group Contact [email protected]
@STEPSociety Mental capacity is such an important consideration as part of later life advice, putting in place plans for the future and ensuring that things are always done in line with the client’s best interests.
Guidance on when a deputy will be authorised to sell a property owned by a person lacking capacity has been produced by the #CourtofProtection, in conjunction with @SFELawyers, @ForumDeputies, @STEPSociety & @CoPPA17. Thomas Mundy takes a closer look. 🔗 bit.ly/3r86ymo
In February, we were pleased to host a STEP Journal roundtable on the challenges faced by vulnerable adults and their parents/carers in accessing child trust funds. Read the full write-up here: i.mtr.cool/kegaktnfck (p48-51) #PrivateClient #STEP #ChildTrustFund | @STEPSociety
Michael Perkins will be presenting this lunch and learn webinar event on Wednesday 10 April 12.30-1.30pm, on Supported Decision Making – A legal perspective in the light of the new Aged Care Act in consultation bit.ly/3VPX8t0 #supporteddecisionmaking @STEPSociety
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