STEP Liverpool

STEP Liverpool is a branch of the Society of Trust and Estate Practitioners, the leading worldwide professional body for trust and estate practitioners

[STEP Liverpool @STEP_Liverpool]

A reminder that our annual conference will be taking place on 2 December. Unfortunately Chris Whitehouse is no longer able to speak, but we are pleased to announce that Professor Lesley King will be covering his sessions. Details here: https://t.co/1L8zoV1Cmk

[STEP Liverpool @STEP_Liverpool]

STEP Liverpool Webinar 14 October

Engaging the Next Generation in Family Philanthropy: The Role of the Professional Advisor

Delivered by Steven Appleton of Brabners - co-founder and co-chair of the Philanthropy Network

Email [email protected]

#philanthropy #STEP

[STEP Liverpool @STEP_Liverpool]

Last chance for members to catch the last two webinars in Estate Research's free series. Sign up here: https://t.co/BOg0hinu7M

#privateclient

[STEP Liverpool @STEP_Liverpool]

Save the Date!
19 May 2020
STEP Liverpool and @LpoolLawSociety Private Client Conference

More info here: https://t.co/vcpY6XS1bI

#privateclient #STEP #inheritance #succession #lawsociety #kinprobate

[STEP Liverpool @STEP_Liverpool]

Great news

[STEP @STEPSociety]

STEP welcomes the government's decision to drop the probate fee increase, which would have amounted to a tax on bereaved families. This is a great result following months of campaigning by STEP, @TheLawSociety @SFELawyers @RememberCharity and many others to highlight the issues

[STEP Liverpool @STEP_Liverpool]

The @STEP_Liverpool branch AGM will take place at 12.30pm on Wednesday 10 July at Hill Dickinson - we would be delighted if our members would join us.

[STEP Liverpool @STEP_Liverpool]

Catch @STEP_Liverpool members Hayley Seddon, Peter Allen, Anthony Whittaker and Alexandra Williams speaking at this @ProLiverpool seminar next week: https://t.co/rH0Hb3FObK

[STEP @STEPSociety]

Banking and utilities staff told how to deal with England and Wales powers of attorney #STEPNews https://t.co/OnCaB21F50

[Liverpool Law Society @LpoolLawSociety]

The annual Private Client Conference in conjunction with @STEP_Liverpool is taking place at the Crowne Plaza,a packed agenda with capital tax update, business property relief in IHT & more. Thanks to sponsors & speaker @Rathbones1742 & sponsors @CurrencyIndex & @kin_probate

[STEP Liverpool @STEP_Liverpool]

We're looking forward to the @LpoolLawSociety and STEP Private Client Conference on Tuesday at the Crowne Plaza https://t.co/LsnO9hyyzq #privateclient #step #lawsociety

[Ian Bond @IanBondTEP]

Business section of @Telegraph article today on the dangers of using unregulated trust providers selling ‘schemes’ to avoid #inheritance tax, care fees, and now (cynically) new #probate fees. Many going bust and taking clients money with them. Simple message #useaprofessional

[The Association of Lifetime Lawyers @lifetimelawyers]

There’s a lack of awareness around IHT among Brits – only 37% are aware of regulations, including gifting limit and the nil-rate-band. Consider speaking to a legal professional to ensure you’re aware of the rules around passing on wealth #IHT #inheritance
https://t.co/OJxDwkCi1s

[The Association of Lifetime Lawyers @lifetimelawyers]

Responding to plans to outsource the verification of online probate applications, we shared concerns with @Tanya_Jefferies: “With inflated probate fees pending, people are set to be ripped-off if they are paying more for a service that fails to protect" https://t.co/DZTW6y1fvn

[Ian Bond @IanBondTEP]

Social media saying the new #Probate fees will be in place from 1st April. This is wrong. The SI (see link) hasn’t had its final stage in the House of Commons. Only once that happens will it come into force 21 days later. Not 21 days between now and 1/4/19 https://t.co/h1NPnBSNTf

[STEP Liverpool @STEP_Liverpool]

Post from @STEP_Liverpool committee member Alexandra Williams on #inheritance and #estateplanning #Chanel #KarlLagerfeld #privateclient
https://t.co/YVsetc4rL9

[STEP Liverpool @STEP_Liverpool]

TEP stands for Trust and Estate Practitioner - we are specialists in inheritance and succession planning.

[STEP @STEPSociety]

Have you seen Advising Families, STEP’s public-facing website? @AdvisingFamily #TalktoaTEP https://t.co/9WNWdcHnLe

[Ian Bond @IanBondTEP]

This goes on all too frequently. The increase in #probate fees, an overly complex inheritance tax system, and, fear of losing homes to care fees drives worried consumers to the unregulated fraudsters. They sell unicorns and charge way more than solicitiors. #useaprofessional

[STEP Liverpool @STEP_Liverpool]

The @LpoolLawSociety and @STEP_Liverpool Annual Conference is taking place on Tuesday 14 May 2019, featuring #chriswhitehouse #lesleyking and more - details here https://t.co/1QNLYt3dgP

[Chris Belcher @PC_Lawyer]

How can this be acceptable when almost exactly a year ago @MoJGovUK had to start refunding “fees” in the CoP which did not reflect the actual costs it had incurred? #stealthtax #probatefees @STEPSociety @SFELawyers

[STEP @STEPSociety]

If you’ve lost a family member, and are in England or Wales, apply for #probate before the end of March to avoid a massive fee increase for large estates, says STEP member Paul Davies TEP @Knutsford_times https://t.co/yNsWFLQuee