2013 STEP Worldwide Council elections – early bird notice

In July, nominations will open for STEP Council positions taking office after the Council meeting in December 2013. There will be 20 seats available for election across all STEP regions. The current Council consists of 29 members elected proportionately across the STEP world’s regions and branches. This Council came into being in December 2010, when…

STEP BeNeLux Explores End of Banking Secrecy

The Society of Estate and Trust Practitioners, Benelux Chapter, met yesterday evening at the Cercle Munster in Luxembourg-Grund for a panel discussion on the topic “The End of Banking Secrecy? The Future of the Luxembourg Financial Industry in the Age of Transparency”. Luca Tomasi, STEP BeNeLux Chairman, welcomed the STEP members and guests and introduced…

Model taxpayer charter to promote greater fairness in taxation across the world

Three professional bodies representing more than half a million tax advisors worldwide have produced a Model Taxpayer Charter of taxpayer rights and responsibilities intended as a blueprint for what a good tax system should contain. The Asia-Oceania Tax Consultants Association (AOTCA), Confédération Fiscale Européenne (CFE) and the Society of Trust and Estate Practitioners (STEP) collaborated…

STEP Caribbean Awards winners revealed

Trust and law firms scooped the first ever STEP Caribbean awards held at the Marriott Resort, St Kitts on 5 May.  Meritus Trust was lauded as Caribbean Trust Company of the Year, while law firm Mourant Ozannes received the accolade of Caribbean Legal Team of the Year. Tim Prudhoe TEP, chair of the judging panel,…

Image Rights Licensing Presented at STEP BeNeLux

Yesterday evening, the BeNeLux Branch of the Society of Trust & Estate Practitioners (STEP) organised an Evening Seminar on the subject of Image Rights Licensing at the Cercle Munster in Luxembourg-Grund. The evening allowed attendees to learn how Guernsey’s new image rights legislation could assist their clients to protect their interests and structure their affairs…

OBITUARY: George Tasker 1937 – 2013

OBITUARY George Tasker –1937 to 2013 It is with great sadness that we announce that STEP Founder George Tasker passed away on 12 April, aged 76, following a long struggle with cancer. George conceived and founded STEP in 1991 with the express aim of uniting all of the practitioners in the trust and estate field and…

Longer Term Confidence in trust and estate industry at three year high

The Society of Trust and Estate Practitioners’ (STEP) latest global quarterly confidence survey shows a dip in the immediate outlook but registers a three year high in the long-term outlook for the industry. In the first quarter of 2013 the STEP Near Term Confidence Index, which looks at the outlook over the next three months,…

Business owners warn of lack of soft-skills among family business advisors

Research commissioned by the Society of Trust and Estate Practitioners (STEP) and the Institute for Family Business with UCG (IFB) has revealed that family business owners do not feel that traditional technical qualifications alone are sufficient for a competent family business advisor, citing the ability to effectively deal with various personalities in a complex family…

STEP launches 2013 STEP Private Client Awards

Entries are now open for the eighth annual STEP Private Client Awards. The STEP Private Client Awards is the pre-eminent international competition highlighting excellence across the private wealth sector.  The Awards include categories for private client lawyers, accountants, private bankers, financial advisors and trust managers. They offer an unrivalled opportunity for these professionals to demonstrate…