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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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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Are you joining us at STEP Global Congress? 🌍
Join us next month to hear from leading experts discussing navigating trusts, estates and capacity in a digital age.
Watch this video from last year's Congress to find out more about what to expect this year.
👉Find out more about Congress in our interview with Programme Chair, Kimberly Whaley TEP: bit.ly/4vLPq1B
📅Book your place today: congress.step.org/
#STEPEvents #STEPCongress
On September 29 2026, the Supreme Court of Argentina overturned a ruling that had declared the repeal of the rural land law (Law No. 26.737, the Law) as unconstitutional.
The Law had capped all foreign ownership of rural land in Argentina at 15 per cent, while no single foreign national was entitled to hold more than 30 per cent of that aggregate limit.
📖Read more in our Industry News update: bit.ly/4iccinr
#STEPCPD #ForeignOwnership
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Temporary relocation from the UAE to the UK can trigger UK residence and affect connected companies or family structures.
In this STEP Journal article Donatello Pirlo TEP and Guido Ravaglia TEP highlight the tax and residence consequences advisors should consider when clients temporarily relocate from the UAE to the UK, and the practical steps that can help manage them.
👉Read more in the article: tinyurl.com/3bd4v637
#STEPCPD #Tax
📢Did you find this article helpful? Share it with your network!
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Our recent pulse survey of 115 STEP members found that four out of five (81%) practitioners surveyed have seen clients change their estate or pension planning because of the UK government's plans to bring most unused pension funds and death benefits into scope for inheritance tax.
We are pleased to have received coverage of these findings in publications including the @SolicitorsJrnl, @PensionsAge and @TWProbate.
👉Read the article in Solicitors Journal: bit.ly/3W8oBIU
👉Read the article in Pensions Age: bit.ly/4e25RAT
👉Read the article in Today's Will & Probate: bit.ly/4iaUB7F
#STEPProfile #UKAutumnBudget
Our research found that only 32% of family business owners in the UK have an up-to-date will.
While these findings relate to UK family businesses, our members tell us that a lack of early communication and planning is a problem globally.
👉Explore our resources to help family businesses with talking about the future and succession planning: bit.ly/4p2SuUb
#STEPTimeToTalk #STEPProfile
The Autumn Budget can bring significant changes for private client practitioners, trustees and advisors, particularly those working with UK-resident clients.
Understanding new policy announcements and their practical implications will be 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.
What does Equity, diversity and inclusion (EDI) mean to you?
Equity, diversity and inclusion are at the heart of STEP's values and STEP is committed to fostering a welcoming and inclusive professional community.
Watch this video with Harry Joffe TEP from STEP’s EDI Committee discussing EDI at STEP.
👉You can promote EDI using resources on our EDI Hub: step.org/EDI
#EDI #STEPCommunity
We are pleased to see the expertise of STEP members highlighted in this article from Laura Whitcombe for @thetimes as specialists who can assist with estate planning and Lasting Powers of Attorney.
📖Read more in the article: bit.ly/4svFvgG
STEP qualifications are widely recognised as evidence of specialist knowledge and skills, enhancing employability and career progression.
💡Find out more about our qualifications: bit.ly/4zQxNjp
#STEPProfile #STEPEducation
The Planning and Infrastructure Bill has now become an Act, with the UK government ‘giving in’ on agricultural property and business property reliefs – enough to assist small farms but only of moderate help when there is development.
In this STEP Journal article Julie Butler and Libby James detail the UK’s new Planning and Infrastructure Act 2025 and its implications for landowners, with a focus on succession planning and inheritance tax.
📖Read more in the article: tinyurl.com/mudne4hs
#STEPCPD #APR
The European Parliament has adopted the position of a regulation designed to provide adults lacking mental capacity with additional rights when making decisions about their medical care, real estate, place of residence and assets in a cross-border context. Read more: ow.ly/2Xgz51014gV #STEPCPD #MentalCapacity
The UK government has postponed its plan to make small companies and micro-entities file profit and loss accounts with Companies House from April 2028, following recommendations from the Small Business Regulatory Taskforce. Read more: ow.ly/HTW4510141X #STEPCPD #SmallBusiness
Private equity investments in trust portfolios introduce complexity, illiquidity and heightened risk, making effective oversight challenging.
In this STEP Journal article Ekaterina Henry TEP reflects on the importance of periodically reviewing private equity holdings and provides a practical review checklist for trust officers.
💡Learn more in the article: tinyurl.com/4eva7dde
#STEPCPD #Trusts
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How can you balance studying a STEP qualification alongside your professional responsibilities? 🤔
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: Audrey Eigenmann, Joe Chun Fai Ong TEP and Charlotte Haderthauer.
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
It's official - tomorrow marks one month till STEP Global Congress in beautiful Bermuda!
Our programme focusing on 'Navigating Trusts, Estates and Capacity in a Digital Age' will include sessions including:
💡Trusts, foundations and family structures in a global, digital age
💡AI – Lessons from the past shaping the future
💡A modern day approach to client capacity
Click through the images to see more of the beautfiul location.
📅Register now for STEP Global Congress: congress.step.org/
#STEPEvents #STEPCongress
ALT Countdown to STEP Global Congress 2026 in Bermuda, focusing on trusts, estates, and digital age challenges, one month remaining.
ALT Professional woman speaking at a podium during STEP Global Congress 2026 in Bermuda, focusing on digital age trusts and estates.
ALT Scenic view of Hamilton Princess Hotel and Beach Club in Bermuda with turquoise waters and sandy beach for STEP Global Congress 2026.