STEP is the worldwide professional association for those advising families across generations.
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📢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: step.org/public/scams-and-al…
#ScamAlert #Alerts
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How will the UK Autumn Budget announced last week affect you and your clients? 🤔
Understanding new policy announcements and their practical implications is essential for professionals advising clients and navigating the evolving UK tax and regulatory landscape.
In our webinar you will benefit from the expertise of STEP’s UK Technical Committee to provide timely analysis of the Chancellor’s Autumn Budget 2026 announcements and explore the measures most relevant to practitioners.
📅Register for the webinar: bit.ly/4z4FAKI
#STEPEvents #AutumnBudget
ALT STEP webinar on post-budget briefing covering key announcements and analysis on 10 November 2026 from 10:00 to 11:15 UTC.
CPD is a requirement for all STEP members currently working.
We have a number of helpful resources for you to conduct your CPD including:
✍️CPD FAQs;
✍️Our CPD Knowledge Hub; and
✍️STEP Journal articles about CPD.
👉Explore our CPD resources: step.org/members/cpd
#CPD #ProfessionalDevelopment
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Insurance-based wealth solutions are becoming more prevalent in private-market wealth planning, as investors reposition their portfolios towards alternative asset classes for long-term resilience and diversification.
In this STEP Journal article Stephen Atkinson explores how the increasing use of private-market assets within insurance-based wealth solutions is reshaping how insurers and advisors navigate governance, transparency and risk.
💡Learn more in the article: tinyurl.com/4amjmjae
#STEPCPD #Insurance
📢Did you find this article helpful? Share it with your network!
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In the recent case of Silva Estate (Re), [2026] ABCA 325, the Court of Appeal of Alberta upheld a decision by the Court of King’s Bench of Alberta that removed a daughter (the appellant) and her husband as personal representatives (PRs) from her mother's (the deceased) estate.
The Court of Appeal also ordered the appellant to repay funds that were unaccounted for back to the estate. However, it allowed the appeal in part, overturning a ruling that would have seen CAD 518,595 deducted from the appellant’s inheritance.
💡Learn more in our News Digest update: bit.ly/4sOtQJR
#STEPCPD #Canada
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There are three weeks to go until attendees from across the world join us for STEP Global Congress in Bermuda.
As technology reshapes the way families manage wealth, advisors face increasingly complex questions around capacity, decision-making, fiduciary responsibility and digital assets.
Join the global trusts and estates community in beautiful Bermuda to explore the challenges and opportunities defining the future of practice.
Click through the images to see some photos of our previous STEP Global Congress held in Rome, Italy.
📅Book your place today: congress.step.org/
#STEPEvents #STEPCongress
How can a trust provide trustees with greater clarity when beneficiaries want their values reflected in investment decisions?
We have added new draft US investment provisions for inter vivos trusts have to STEP’s Responsible Stewardship Toolkit.
The clauses are intended to give trustees express authority to consider responsible investment approaches aligned with beneficiaries’ interests, including the potential non-financial benefits of investing in accordance with particular environmental, social or governance factors, standards or themes.
They also provide guidance around trustees’ responsibilities and protections when taking these considerations into account.
👉Read the new provisions: step.org/responsible-steward…
#STEPProfile #RSOW
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Brazilian individuals who depart without filing a formal fiscal exit declaration remain fully taxable on worldwide income for up to 12 months. Physical relocation is not the end of Brazilian tax residence.
In this STEP Journal article Gabriel Souto explains how Brazilian tax residence can continue after departure and what advisors should consider when verifying a client’s fiscal exit and related filing obligations.
📖Read more in the article: tinyurl.com/464j3vdt
#STEPCPD #Tax
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The international Financial Action Task Force (FATF) has removed Monaco, Bulgaria, Côte d'Ivoire and the Democratic Republic of the Congo from its list of jurisdictions under increased monitoring (grey list).
Most of the four were referenced on FATF's grey list last February as countries that had made progress but not met their targets.
💡Learn more in our Industry News update: bit.ly/4zfLcRH
#STEPCPD #Compliance
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In the recent case of 3Kings Holdings v TCF 1 GP, [2026] EWHC 2620 BP, the England and Wales High Court declared a power of attorney in a limited partnership agreement to be invalid, because it had not been executed as a deed.
The case concerned a limited partnership established in England and Wales in November 2020 to invest in early-stage pharmaceutical development companies. It had a general partner, limited partners and an investment manager.
📖Read more in our Industry News update: bit.ly/4jTfrK7
#STEPCPD #PowerOfAttorney
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Different succession regimes in Scotland and England and Wales can expose the same family circumstances and assets to materially different claims and outcomes.
In this STEP Journal article Richard Pike, Emily Pike TEP and Kevin J Winters TEP compare Scotland’s fixed forced-heirship regime with the discretionary approach in England and Wales, and explain the implications for succession planning.
💡Learn more in the article: tinyurl.com/4fv48wm3
#STEPCPD #ForcedHeirship
@BrodiesLLP
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How do you achieve a top mark in a STEP qualification? 💡
Click through these images to read advice from three of this year's STEP Excellence Awards winners who all achieved top marks while studying with STEP: Zhida Qui, Erin Connor and Leo Dean.
Our Excellence Awards celebrate exceptional student achievement by recognising the highest achievers across all STEP qualifications and our Essay Route to membership.
⭐Find out more about the Awards: bit.ly/3QK1DWc
📖Read our interviews with the winners: bit.ly/44UUohg
#STEPExcellenceAwards #STEPEducation
Are you interested in learning more about digital assets? 🤔
Find out more about the STEP CPD Learning Course: Digital Assets and how you can benefit from its learnings in this video.
It is an online, on-demand course offering you approximately 10 hours of self-paced study.
📖Study with STEP: bit.ly/49cZWr7
#STEPEducation #DigitalAssets
Do you or your clients have questions about trusts? 🤔
STEP's Trusts Information Centre has a range of resources focused on trusts, including:
💡Trusts regulation and compliance
💡FAQs about trusts
💡The different uses of trusts
📖Learn more about trusts today: bit.ly/STEP-Trusts
#STEPCPD #Trusts
📢Share this post to raise awareness of this resource!
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AI tools are shifting expectations, and the trust industry is still working out what that will mean in practice.
In this Trust Quarterly Review article Frédéric Sanz explores how AI is reshaping the fiduciary obligations of trustees by challenging what constitutes sufficient deliberation and reasonable care when these tools are used alongside human judgement.
📖Read the article: tinyurl.com/yc43mrjp
#STEPCPD #AI
📢Remember that reading and reflecting on the Trust Quarterly Review articles counts towards your CPD as a STEP member.
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Legislation announced in the UK government’s budget on 28 October will allow a personal representative to direct pension scheme administrators to pay inheritance tax due on a pension fund directly to HMRC.
The new policy has been introduced after professional organisations, including STEP, pointed out the practical difficulties for personal representatives arising after April 2027, when most unused pension funds and pension death benefits will be included in an individual's estate at death, regardless of whether they are written in trust.
📖Read more in our Industry News update: bit.ly/4swiXfG
#STEPCPD #IHT
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On 24 October, Canada's federal government published proposals for a regulatory framework for stablecoins.
Stablecoins are virtual currencies which have their exchange value pegged to a conventional fiat currency.
They have increasingly emerged as an important component of digital asset markets, with applications extending beyond speculative cryptocurrency trading to payments, cross border transfers, settlement and other financial services activities.
💡Learn more in our Industry News update: bit.ly/4yHU1Df
#STEPCPD #DigitalAssets
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Today we shared our reaction to the 2026 UK Autumn Budget where we welcomed two important technical amendments to the inheritance tax on pensions legislation.
We are pleased to have STEP's response covered in publications including IFA Magazine, Solicitors Journal and Pensions Age.
👉Read the article in @IFAMagazine: bit.ly/3UP37Ai
👉Read the article in @SolicitorsJrnl: bit.ly/4yKeSWz
👉Read the article in @PensionsAge: bit.ly/47IqPkH
#STEPProfile #AutumnBudget2026
Unexpected asset transfers to a family member or someone outside the family without an obvious reason could indicate financial abuse.
As part of STEP's 'Spot the signs' campaign to raise awareness of the signs of financial abuse, we produced the document 'What can you do to protect your loved ones?' with information about what actions can protect loved ones from this kind of abuse.
Find out more about the campaign: step.org/spot-the-signs
📢Share this post with your network to spread awareness of the signs of financial abuse!
#STEPSpotTheSigns #MentalCapacity
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Family conflicts increasingly arise in succession and governance contexts, particularly in complex, cross-border and blended family structures.
In this STEP Journal article Suzanne Lauritzen TEP and Jeremy Lack explore how advisors who integrate dispute-prevention mechanisms into governance at an early stage can mitigate fiduciary risk and support succession planning in complex family structures.
💡Learn more in the article: tinyurl.com/565t82w9
#STEPCPD #FamilyBusiness
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We welcome two important technical amendments to the inheritance tax on pensions legislation, announced by the UK government in the Autumn Budget yesterday.
Emily Deane TEP, Technical Counsel at STEP, commented: ‘We welcome the positive step in the right direction, and recognition by government that amendments were needed. STEP will continue to engage constructively with the government to support practical solutions so that practitioners and the public have the clarity they need to make the most informed estate planning decisions.’
💡Learn more in our press release: bit.ly/4A1c7kQ
#STEPProfile #AutumnBudget2026
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