STEP

STEP is the worldwide professional association for those advising families across generations.

[STEP @STEPSociety]

📢Important update about list seller scams

Please be aware that in recent weeks, we have seen an increase in 'list selling' emails claiming to have the STEP membership list, or an attendance list of one of STEP's conferences.

These emails are scams and STEP does not sell its membership lists.

👉Read more in our full list seller scam update: https://t.co/hZuchBMUhR

#ScamAlert #Alerts

[STEP @STEPSociety]

Stay ahead of the latest UK tax, trusts and estate planning developments at the STEP UK Tax, Trusts and Estates Conference.

Join us for a day of expert insight, practical guidance and valuable peer-to-peer networking.

Click through the images to find out more about the events in London, Leeds and Bristol in the UK.

📅Book your place now: https://t.co/gmQNDoUSjG

#STEPTTE #STEPEvents

[STEP @STEPSociety]

The STEP UK Technical Committee has published a statement on HM Treasury’s Tax Policy Making Principles, calling for greater predictability, meaningful consultation and transparency in the development of tax policy.

The Committee recommends a roadmap for personal, trust and estate taxation, earlier engagement on major reforms, timely publication of draft legislation and better coordination of consultation timetables.

📖Read more in our statement: https://t.co/Tzr0cK1ymq

#STEPProfile #Tax

[STEP @STEPSociety]

What are the risks posed by AI to legal professional privilege, confidentiality and the integrity of trustees’ decision-making processes?

In this Trust Quarterly Review article Rory Carter TEP examines the implications of artificial intelligence (AI), particularly large language models, for trustees under English and Welsh law.

📖Read more in the article: https://t.co/RdiyiPsMlH

#STEPCPD #AI

📢Remember that reading and reflecting on the Trust Quarterly Review articles counts towards your STEP membership CPD requirements.

@ForstersLLP

[STEP @STEPSociety]

We are currently looking for Subject Matter Experts, who are part of STEP’s Academic Faculty and provide technical expertise, industry insight and specialist input to ensure that the content in STEP’s qualifications remains relevant and up-to-date.

There are also positions available for:

👉Assessors and Markers;
👉Examiners;
👉External Reviewers; and
👉Speakers and Facilitators.

💡Learn more about joining our Academic Faculty: https://t.co/uB0Vr6eTGT

#STEPCommunity #JoinOurTeam

[STEP @STEPSociety]

Are you looking for support to navigate the risks and opportunities of AI?

In STEP's AI Hub we have collected news, features and resources to help you and your clients navigate through the rapidly developing area of AI.

Watch this video to find out more about out AI Hub!

👉Learn more about AI today: https://t.co/wguhO5bB23

#STEPCPD #AI

📢Share this post to raise awareness of this useful resource

[STEP @STEPSociety]

Hungary's recently elected government has published draft legislation for a wealth tax of between 1 and 1.5 per cent.

It would apply to high-net-worth individuals, family-owned businesses and cross-border asset structures worth HUF1 billion (EUR2.7 million) or above. Should the legislation pass, the tax would be expected to come into effect by the end of 2026, accompanied by detailed anti-avoidance rules.

👉Read more in this Industry News update: https://t.co/1owpHkHVK5

#STEPCPD #Tax

[STEP @STEPSociety]

New guidance from HMRC states that neither individual nor corporate trustees are required to register as tax advisors if their actions consist solely of meeting their tax responsibilities as a trustee, nor are they required to register if they are not providing a separate tax advisory service to a client.

There has been uncertainty about trustees' position ever since HMRC introduced its Modernising and Mandating Tax Adviser Registration system earlier this year.

👉Read more in our News Digest update: https://t.co/sak4fKKG2m

#STEPCPD #Tax

[STEP @STEPSociety]

Charitable legacies and Inheritance Tax: are your clients’ wills still fit for purpose?

STEP and the Chartered Institute of Taxation have raised concerns with HMRC about changes to the inheritance tax charitable exemption introduced by the Finance Act 2026.

The changes have created significant uncertainty for practitioners advising clients who wish to leave their estates to charity. In particular, the amendments raise important questions about the treatment of gifts made by will to trustees holding funds on trust for charitable purposes.

In this blog, Emily Deane TEP, Technical Counsel at STEP, discusses what has changed, the registration dilemma and what practitioners should do.

💡Learn more in our blog: https://t.co/tkyb8Kt1iL

📢Did you find this blog helpful? Share it with your network!

#STEPProfile #InheritanceTax

[STEP @STEPSociety]

Do you have questions about how to use the STEP Standard Provisions? ✍️

The Provisions are a set of ready-made clauses that can be inserted into a will. They provide protections and powers that enable the executors or trustees to effectively deal with the estate.

We have a Toolkit to help you use the Provisions with your clients - explore the Toolkit: https://t.co/UzF8qigKQz

We also have an FAQs document with answers to common questions about the provisions - read the FAQs: https://t.co/ISAT1EwPJt

👉Download the STEP Standard Provisions: https://t.co/fvJfGWbRQl

#STEPProfile #Wills

[STEP @STEPSociety]

Did you know that the online STEP Directory used to be a printed Membership Directory?

2026 marks 35 years since STEP was founded, and as part of marking this we are sharing previous issues of the STEP Journal that reflect the developments at STEP.

In this STEP Journal issue from 2004 we shared an update on a new look 'Membership Directory and Yearbook', which added Jurisdiction Reports for practitioners - a feature we still provide online, covering more than 60 jurisdictions https://t.co/Pg9TRWk7mW

Click through the images to read a section from this 2004 issue of the STEP Journal.

This year we updated the Directory to improve the location search function with an interactive to map to find STEP members and firms.

Explore the STEP Directory: https://t.co/YJhxEpVqnj

#STEPat35 #ThrowbackThursday

[STEP @STEPSociety]

Taiwan has enacted gradual reforms to its controlled foreign corporation (CFC) rules and offshore trustee disclosure requirements.

Advisors to Taiwanese high-net-worth clients need to review existing offshore structures more closely, particularly CFC ownership, trustee reporting obligations and the interaction between offshore trusts and onshore wealth planning.

In this STEP Journal article Peggy Chiu TEP and Michael Wong TEP examine reforms in Taiwan that increase scrutiny of offshore income and what advisors should consider when planning for high-net-worth individuals.

💡Learn more in the article: https://t.co/gDfcs6s3UV

#STEPCPD #Regulation

[STEP @STEPSociety]

On September 30 2026, General Resolution 5903/26 was published in Argentina's Official Gazette, introducing new transfer pricing rules. It repeals General Resolution 4717/2020 and General Resolution 5010/2021 by consolidating the matters governed by both into a single text.

Though the changes may initially appear to comprise a simple corporate tax issue, they will be relevant to high net-worth individuals, private trusts, and family businesses that intersect with international transactions, cross-border structures and corporate holdings.

📖Read more in our News Digest update: https://t.co/kjToZMp5i8

👉Sign up to our Industry News Digests: https://t.co/VLALpx3XNL

#STEPCPD #Tax

[STEP @STEPSociety]

Spain has a relatively complex system of family and succession law. While most of the country is governed by the Spanish Civil Code, certain historic regions have their own family and succession laws.

In this STEP Journal article Álvaro Aznar Azcárate TEP examines how Spain’s regional succession laws and the EU Succession Regulation affect estate planning for non-Spanish residents.

👉Read more in the article: https://t.co/t2fSVSHvtA

#STEPCPD #Regulation

[STEP @STEPSociety]

If you are attending the Global Wealth Management Summit, you can use our bespoke code STEP20 for 20% off at checkout.

STEP is pleased to support the @ftlive and Professional Wealth Management Summit 2026 taking place on 4-5 November in London, UK.

The Summit brings together senior leaders from private banks, wealth management firms and family offices to discuss the strategic forces shaping global wealth.

👉Book your place: https://t.co/HndzKQBaCl

#FTWealth #AI

[STEP @STEPSociety]

As technology reshapes the way families manage wealth, advisors face increasingly complex questions around capacity, decision-making, fiduciary responsibility and digital assets.

Join us at STEP Global Congress in beautiful Bermuda where the global trusts and estates community will explore the challenges and opportunities defining the future of practice.

As part of STEP Global Congress, there will be a Networking Dinner after Day One at The Loren at Pink Beach, overlooking Bermuda's iconic pink-sand coastline.

Click through the images to see more of our beautiful dinner venue!

👉Join us in Bermuda: https://t.co/8EW4g4lELL

#STEPEvents #STEPCongress

[STEP @STEPSociety]

Are you interested in joining one of our Panels or Committees?

We currently have the following vacancies:

👉Our Membership Panel, which reviews and approves all membership applications and upgrades to Associate and Full STEP membership;
👉Our Global SIG Steering Committees, which bring together members from across our global network who share expertise and interests in specialist areas;
👉Our EDI Committee, which plays an important role in helping STEP foster a culture where all members, volunteers and stakeholders feel valued, respected and able to participate fully;
👉Our Essay Route Panel, which oversees processes around the annual setting of essay topics, assessment, the development and upkeep of policies and maintenance of the standards of the Essay Route.

📖Find out more about the vacancies: https://t.co/1YjG46VfxN

#STEPCommunity #JoinOurTeam

[STEP @STEPSociety]

There are three things you can do today to protect your digital memories:

✔️Update your legacy settings;
✔️Talk to your family and friends and
✔️Share this post.

Find out more about our campaign to protect digital memories: https://t.co/v6AmzQ1Y1X

#STEPProfile #DigitalMemories

[STEP @STEPSociety]

Banking challenges have become one of the most significant operational and policy issues facing trust practitioners globally.

This webinar will bring together trust practitioners, compliance professionals and banking representatives to explore the factors driving these challenges, examine why trusts are often perceived as higher-risk clients and discuss how trustees and banks can work more effectively together.

The session will also mark the launch of STEP's Trust Banking Due Diligence Toolkit, a practical resource developed to help trustees and advisers better understand and meet banks' onboarding and ongoing due diligence requirements.

👉Sign up for the free webinar: https://t.co/VgK05OL65C

#STEPEvents #Banking

[STEP @STEPSociety]

In recent years, Mexico has experienced significant growth in the number of family offices. This reflects a deeper transformation in how many families manage their wealth structures.

In this STEP Journal article Francisco Tochetti TEP describes the rise in family offices in Mexico to meet growing demand for personalised wealth planning, cross-border coordination and succession strategies.

📖Read more in the article: https://t.co/sjYeODNAfZ

#STEPCPD #FamilyOffices

📢Please be aware that this article is open access and not only accessible to STEP members

[STEP @STEPSociety]

The UK Serious Fraud Office is developing proposals for a financial reward scheme for whistleblowers who provide information about economic crime.

A consultation has begun, but the government has already decided that rewards will be funded from a proportion of any financial penalty or fine paid by the company.

💡Learn more in out Industry News update: https://t.co/TZrZOLQ5L9

👉Sign up to our Industry News Digests: https://t.co/VLALpx3XNL

#STEPCPD #EconomicCrime