STEP – Advising Families Across Generations

With 2024 being the biggest election year in history, many governments will be looking at how they can progress the fight against economic crime. Our report ‘Tackling Economic Crime’ provides expert analysis of existing measures to combat financial crime and practical recommendations on how to address the current gaps. Download the report: https://lnkd.in/eptfdbmQ Please share this post with your network to increase awareness of this important report. #STEPProfile #EconomicCrime

In this video, Matt Braithwaite TEP from Wedlake Bell discusses the important topic of family businesses and succession planning. Find out more about STEP's 'It's time to talk' campaign: www.step.org/time-to-talk Please share this post to spread awareness of this important topic! #STEPTimeToTalk #FamilyBusiness

The term ‘digital hygiene’ encompasses best practices for all aspects of an individual’s online presence and privacy. In this STEP Journal article, the first of a two-parter, Demetre Vasilounis TEP provides digital hygiene tips for the effective succession of digital assets. Read the article: https://lnkd.in/ea2szPtq Did you have thoughts on this article? Share them in the comments! #STEPCPD #DigitalAssets

CPD is a requirement for maintaining STEP membership for all membership types that are currently working. It is referred to in STEP's Code of Professional Conduct. To find out more about maintaining your CPD you can read STEP's full CPD Policy here: https://bit.ly/3Llsce4 You can also explore further CPD resources here: https://lnkd.in/edHRzT6g #CPD #ProfessionalDevelopment

A court order made under the Inheritance (Provision for Family and Dependants) Act 1975 cannot include any allowance for a litigation success fee payable by the successful claimant to their solicitors, the UK Supreme Court has ruled. Read more: https://ow.ly/bSRe50UueCf

The US Department of Justice has filed an emergency motion with the Fifth Circuit Court of Appeals, requesting that the nationwide preliminary injunction enjoining enforcement of the Corporate Transparency Act be stayed until the federal appeals court has ruled on it. Read more: https://ow.ly/4yig50Uuesx #STEPNews #USTransparencyAct

Are you looking to become more involved in STEP? We are looking for one or two TEPs with a good understanding of STEP’s governance arrangements and the ability to scrutinise technical documents to join STEP’s Governance Committee. Interested? Find out more: https://lnkd.in/eMN6pUek Know someone who would be a great addition to the Committee? Tag them in the comments! #STEPGovernance #Vacancy

We are pleased to see that STEP – Advising Families Across Generations and The Chartered Institute for Securities & Investment (The CISI) members in Cambridge worked together to provide a networking and CPD opportunity in November. Find out more about this collaboration here: https://lnkd.in/dD_RUYck

The most recent Census of Population and Housing revealed that older people, particularly women over the age of 55, are a significant percentage of the homeless population. In this STEP Journal article Sarah Walton TEP from Equity Trustees questions why, during the largest intergenerational wealth transfer in history, elderly women are at risk of becoming homeless. Read the article: https://lnkd.in/gvZNbjhV Did you find this article useful? Share it with your network! #STEPCPD #RSOW

As we stand at the crossroads of unprecedented technological advancements, shifting societal values and complex global challenges, STEP Global Congress gathers thought leaders, industry experts, policymakers and innovators to engage in a dynamic dialogue about the critical issues shaping our industry. Speakers include Merriden Varrall from KPMG Australia, who will be speaking about the current trends in population movements and associated capital flows in light of recent world events. Book now: https://congress.step.org/ #STEPEvents #STEPGlobalCongress