New investment monitoring service launched for STEP members

The Society of Trust and Estate Practitioners (STEP) is pleased to announce the launch of a new member service – the Trustee Managed Portfolio Indices. The Indices, produced by the Enhance Group Limited, will provide trustees and private client practitioners with an understanding of the level of investment performance that they should expect. A further…

Debut STEP Assembly open to all members

STEP members from around the world will network, share ideas and hear updates on industry developments at the Society’s key annual event later this year. The STEP Assembly, formerly the Branch Chairs’ Assembly, is now open to all members. The main event, on Saturday 1 December, focuses on business strategy and competing in trusts and estates…

Steadier trend in trust and estate business confidence

STEP’s latest global quarterly confidence survey shows a welcome steadier tone in both the immediate and long-term outlooks for the industry after a sharp dip last quarter. The STEP Near Term Confidence Index, which looks at the outlook over the next three months, has increased one point to +10, after a significant fall in the…

STEP and EU Commission join forces for cross-border tax conference

European Commissioner for Taxation and Customs Union, Audit and Anti-Fraud Algirdas Šemeta is due to present the Commission’s proposals for tackling cross-border inheritance tax at a conference in Brussels next month. The Commissioner is one of several eminent speakers at the joint STEP and EU Commission event. Professor Guglielmo Maisto, Partner Maisto e Associati and…

Luxembourg Steps Forward with Launch of Society of Trust and Estate Practitioners

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. Luca Tomasi, Director, HSBC Private Banking Luxembourg and Head of the International Services desk team, was elected Chairman of the new board of STEP Benelux. Louise Benjamin, Solicitor and founder…