STEP's Trusts Information Centre has a wide variety of resources on the topic of trusts, including types of trusts, uses of trusts and trust FAQs. Find out more: https://bit.ly/STEP-Trusts 📖Share this with your network if you found it useful! #STEPCPD #Trusts
STEP – Advising Families Across Generations
Non-profit Organization Management
STEP is the global professional association for practitioners who specialise in family inheritance & succession planning
About us
STEP is the worldwide professional association for those advising families across generations, offering training and development to a global network of trust and estate practitioners. All STEP members belong to a branch or chapter that provides professional development and opportunities to network with peers at a local level. We have 20,000 members in over 100 branches and chapters across the world.
- Website
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http://www.step.org
External link for STEP – Advising Families Across Generations
- Industry
- Non-profit Organization Management
- Company size
- 11-50 employees
- Headquarters
- London
- Type
- Nonprofit
- Founded
- 1991
- Specialties
- Professional Development, Education and Qualifications, Networking and Events, Policy and Advocacy, and Publications
Locations
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Primary
Artillery House (South)
11-19 Artillery Row
London, SW1P 1RT, GB
Employees at STEP – Advising Families Across Generations
Updates
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For German tax purposes, a trust is generally classified as ‘non-transparent’ or ‘transparent’ based on a case-by-case comparison of types of entities (partnerships, corporations, foundations, etc.) by assessing the trust deed and possible additional documents. In this STEP Journal article Daniel Schüttpelz outlines challenges and opportunities in issues of trusts and tax compliance in Germany. Read the article: https://lnkd.in/ezQqveb8 If you found this article helpful why not share this post with your network! #STEPCPD #Trusts
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CPD is a requirement of STEP membership. There are a range of resources supporting you with your CPD on the STEP website, including a recording of the webinar, 'Understanding STEP’s CPD Policy and resources available to you'. See more on our website: https://bit.ly/STEP-CPD #ProfessionalDevelopment #CPD
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The Jersey Financial Services Commission has published new guidance on the growing trend of asset tokenisation. Read more: https://lnkd.in/eDup5YwX #STEPNews #JerseyAssets
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The First-tier Tax Tribunal has barred HMRC from pursuing GBP588,700 of underpaid inheritance tax because of a failed IHT-planning arrangement. One HMRC officer erroneously issued a clearance certificate to the executors while another was still investigating the estate. Read more: https://lnkd.in/eZWkVspB #STEPNews #HMRC
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The French Finance Act 2024 introduced a new modification of debt deductibility rules for real estate wealth tax purposes. In this STEP Journal article Adea Meidani TEP and Carole Darbes examine limitations to the debt deductibility rules applying to real estate companies in France. Read the article: https://lnkd.in/eeT_B_7m Share your thoughts on this article in the comments! #STEPCPD #France
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For your #MotivationMonday we have an interview with Lauren Rapeport from Withersworldwide, one of this year's STEP Excellence Award winners! In this interview Lauren speaks to us about taking a STEP qualification and her tips for gaining top marks in an exam. Read the interview: https://bit.ly/3AB6lgn Read more about our winners: https://lnkd.in/ehUbbHfC #STEPExcellenceAwards #MotivationMonday
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Responsible stewardship is interwoven throughout the fabric of society. It informs the way we plan for our immediate and long-term needs, the needs of our current family members and future generations. 'Family Dialogues on the Responsible Stewardship of Wealth', sponsored by IQ-EQ seeks to engender a discussion on responsible stewardship and what it means for wealth holders. Download the report: https://lnkd.in/esXPiX9w #STEPProfile #RSOW
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The STEP Asia Conference is a must-attend event which will offer you the insights, tools and business opportunities to better support your clients in the year ahead. This quote from one of our previous attendees also gives you an idea of what to expect when you attend the Conference. Book your place: https://lnkd.in/eGcmpTSq #STEPAsia #STEPEvents
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We sat down with STEP Global Congress 2025 Programme Chair, Pamela Cross ICD.D, TEP, LLB, to chat about what attendees should expect from the upcoming event. Read more in this STEP Journal article: https://lnkd.in/eRdy-bqn #STEPCPD #STEPGlobalCongress