LSB misses opportunity to protect consumers in estate administration market

The Society of Trust and Estate Practitioners (STEP) has welcomed the news that the Legal Services Board (LSB) is to recommend to the Lord Chancellor that will-writing activities should be made subject to regulation. However, STEP said that the omission of a similar recommendation for the regulation of estate administration activities represents a lost opportunity…

STEP Jersey to celebrate its 20th anniversary

The Society of Trust and Estate Practitioners (STEP) has welcomed the news that the Legal Services Board (LSB) is to recommend to the Lord Chancellor that will-writing activities should be made subject to regulation. However, STEP said that the omission of a similar recommendation for the regulation of estate administration activities represents a lost opportunity…

STEP Chair makes first official engagement in Barbados

New STEP Chair Hélène Anne Lewis made her debut engagement at STEP Barbados’ Christmas event held in Bridgetown in December. STEP Barbados Chair Keisha N Hyde Porchetta, who is Senior Associate with Harridyal-Sodha & Associates, said it was an honour and a privilege to welcome Lewis. ‘Foremost for me and the executive members of the…

STEP announces appointments to the Trustee Managed Portfolio Indices Oversight Board

The Society of Trust and Estate Practitioners (STEP) has today announced the appointment of the STEP Trustee Managed Portfolio Indices (TMPI) Oversight Board members. STEP is delighted to announce the appointment of the following practitioners to the TMPI Oversight Board: Paul Stibbard TEP – Rothschild Trust Group David Kilshaw TEP – KPMG Julian Hayden TEP…

A REASON TO CELEBRATE: LUXEMBOURG STEPS FORWARD WITH A BENELUX LAUNCH

STEP BENELUX A.s.b.l. was formally incorporated in Luxembourg further to a meeting of STEP members from Luxembourg, Belgium and the Netherlands on 7 November 2012. We are delighted to announce that during the formation party, Luca Tomasi, Director, HSBC Private Banking Luxembourg and Head of the International Services desk team, was elected Chairman of the…

Deputy Chairs elected for 2013

STEP’s Council has voted on its Deputy Chairs for the coming year. Nick Jacob (London) and John Lawrence (Bahamas) have been re-elected for the third and second time, respectively, and Margaret O’Sullivan (Toronto) steps up for her first term. All three members have served on STEP’s Board of Directors since its inception at the end…

STEP Tasmania Chapter launches

Former Governor of Tasmania and previous Chief Justice of the Supreme Court The Honorable William Cox AC officially launched STEP Tasmania, the Society’s latest chapter, in Hobart last Thursday. Chair of STEP New South Wales and STEP Australia David Russell QC TEP presented a paper about the Hague Trust Convention in Australia, which the chapter’s Deputy…

Hélène Anne Lewis elected as next STEP Chair

BVI practitioner Hélène Anne Lewis TEP has been named new Chair of STEP making her the first member from the Caribbean region to be elected to this most senior position. She succeeds incumbent Chair Michael Young TEP, who retires from STEP’s Board this month. Hélène has practised law in the BVI since 1990 and founded…

Edward Buckland elected to STEP Board

Barclays Managing Director – Global Head of Fiduciary Edward Buckland TEP has joined STEP’s Board of Directors. He succeeds Michael Young TEP, who retires from the Board next month, and his responsibilities take effect from 1 December. St Helier-based Edward qualified as an English solicitor with Allen & Overy in 1990 and was appointed to…