STEP Isle of Man

Isle of Man branch/chapter of STEP, the worldwide professional association for those advising families across generations.

[STEP Isle of Man @STEPIsleofMan]

Please join us on WED 12th Feb 2020 at The Claremont Hotel, Douglas.

“What does 2020 hold for investment markets?”

Tom Richards MSc, Chartered FCSI - Investment Director - Canaccord Genuity Wealth Management

If you would like to book a place please contact [email protected]

[STEP Isle of Man @STEPIsleofMan]

Save the date....

STEP Isle of Man first lunchtime event for 2020.
Tom Richards - Canaccord Genuity Wealth Management will be our first speaker for the year.
Wednesday 12th February 2020 at the Claremont Hotel, Douglas, IOM.
Further details and a booking form will follow shortly

[STEP Isle of Man @STEPIsleofMan]

Pls join us on Thurs 19 Sept 2019 at The Claremont Hotel, Loch Prom, Douglas. Our speaker is Piers Master-Partner-Charles Russell Speechlys LLP. He will present:
“The UK’s inheritance tax treaties – an introduction and points for trustees". Pls contact [email protected] to book.

[STEP Isle of Man @STEPIsleofMan]

Please join us on Thurs 18 July 2019 1pm at The Claremont Hotel, Loch Prom, Douglas. Ian Huddleston from STEP Professional Standards Committee will present 'STEP Membership Declarations - Why the fuss about Membership Declarations?' For a booking form contact [email protected]

[STEP Isle of Man @STEPIsleofMan]

STEP IOM would like to congratulate two of its members on scoring distinction level in STEP Worldwide Excellence Awards. STEP Certificate in Anti-Money Laundering – Helen Edwards and STEP Advanced Certificate in Trust Creation: Law & Practice – Alex Maitland.

[STEP Isle of Man @STEPIsleofMan]

STEP Worldwide Excellence Awards are held twice yearly. These awards recognise the top scoring students at distinction level in each of the STEP exams globally.

We are very proud of Helen and Alex and would like to wish them well in their careers and any further STEP exams.

[STEP Isle of Man @STEPIsleofMan]

LAST CHANCE...to join STEP IOM Thurs 18 Apr 19 at The Claremont Hotel, Douglas, 1pm. The EU Fifth Anti-Money Laundering Directive (5AMLD) plus STEP Policy and Technical Update”. Presented by Emily Deane, Technical Council at STEP. For a booking form pls contact [email protected].

[STEP Isle of Man @STEPIsleofMan]

Pls join us on Thurs 18 Apr 2019 at The Claremont Hotel, Douglas for a talk presented by Emily Deane, Technical Council at STEP “The EU Fifth Anti-Money Laundering Directive (5AMLD) plus STEP Policy and Technical Update". Pls contact [email protected] for a booking form.

[STEP Isle of Man @STEPIsleofMan]

STEP (IOM) invites you on TUES 26 March to Claremont Hotel, Douglas at 1pm. Our speakers are Nicolas Stallworthy QC & Jenny Seaman. They will be presenting “The Rule in Hastings-Bass, 2019, where are we now?” and ”Equitable Mistake – what a relief”. Contact [email protected].

[STEP Isle of Man @STEPIsleofMan]

We are busy organising the STEP IOM Annual Conference 2019 and wanted to let you know the date so you can save in your calendars.
The conference this year will be held at Comis at Mount Murray on Thursday 24th October 2019. Further details will be forwarded later in the year.

[STEP Isle of Man @STEPIsleofMan]

Don't miss the STEP IOM Event Thurs 21 Feb 2019 Claremont Hotel, Douglas 1pm. “Brexit, China, QT & Trump – The Investment outlook from St Georges Tower”. Presented by David Bushe & Chris Bell – WHIreland International Wealth. Contact [email protected] for a booking form & details

[STEP Isle of Man @STEPIsleofMan]

An invitation to join us on Thurs 21 Feb 2019 1pm at The Claremont Hotel, Douglas. “Brexit, China, QT & Trump – The Investment outlook from St Georges Tower”. Presented by David Bushe & Chris Bell – WHIreland International Wealth
Pls contact [email protected] for a booking form.

[STEP Isle of Man @STEPIsleofMan]

STEP would like to congratulate all the winners on their fantastic achievements and thank all the charities for attending the event.

[STEP Isle of Man @STEPIsleofMan]

STEP IOM Student Awards 2016/2017
The Society of Trust and Estate Practitioners, Isle of Man are very pleased to announce their student awards for 2016/2017 have been presented following this year’s AGM at The Claremont Hotel, Douglas, Isle of Man on Wednesday 5th December 2018.

[STEP Isle of Man @STEPIsleofMan]

Rebecca Venn of Mann Made Corporate Services Limited was awarded top marks for the Trustees Investment and Financial Appraisal 2016/2017 sponsored by Zedra Trust Company (Isle of Man) Limited. Zedra donated to the Isle of Man Food Bank presented by Neal and Jane Mellon.

[STEP Isle of Man @STEPIsleofMan]

Please join us on Wed 5th Dec 2018 for the AGM of STEP IOM at The Claremont Hotel, Douglas. Complimentary drinks & mince pies will be served from 5.30pm.The event is FOC, but I should be grateful if you can confirm your attendance to me. We look forward to welcoming you.