STEP – Advising Families Across Generations’ Post

The UK government introduced the Child Trust Fund in 2005 for children born between 2002 and 2011. Young adults with disabilities in the UK are struggling to access their Child Trust Funds when the law and common sense collide, writes Philip Warford TEP from Renaissance Legal in this STEP Journal article. Read the article: https://lnkd.in/gZ4xrhZM #STEPCPD #VulnerableClients Share your thoughts on this article in the comments!

The winners of this year's STEP Private Client Awards will be announced in two days! In anticipation we are sharing our interview with Rachel Holdsworth from Ruffer, one of last year's winners: https://bit.ly/3xb7Xvv #STEPPCA #TwoDaysToGo

Trustees are increasingly taking an interest in an economic, social and governance approach to investing, but can they balance this with their fiduciary duty to act in the best interest of their beneficiaries? In this STEP Journal article James Gribbin from Michelmores describes the continuing and unsettled struggle between fiduciary duties and economic, social and governance investing for discretionary trustees. Read the article: https://lnkd.in/eHuXd_FX #STEPCPD #Trustees Did you find this article useful? Why not share it with your network.

Last week we launched ‘Tackling Economic Crime’, a new report providing expert analysis of existing measures to combat financial crime and practical recommendations on how to address the current gaps. We are pleased to share that this report has been featured in this article from Solicitors Journal, raising awareness of this important issue. Read the article: https://bit.ly/3XrVMnG Download the report: https://lnkd.in/eptfdbmQ #STEPProfile #EconomicCrime

In this video Holly V.A. Cunliffe, J.D., T.E.P. explains how STEP's report 'Loss of Mental Capacity: A Global Perspective' can help you educate clients and yourself on mental capacity. Download the report: https://lnkd.in/ekGtk9Dg If you found this video's insights useful please share it with your network! #STEPProfile #MentalCapacity

The winners of this year's STEP Private Client Awards will be announced in three days! Read our interview with Clare Stirzaker, Private Client and Tax Partner at Boodle Hatfield LLP, winners of last year's awards, about how it felt to win an award: https://bit.ly/3vUnoYc #STEPPCA #ThreeDaysToGo

Regulations come into effect on 10 October 2024, imposing a legal duty on UK providers of legal or financial services to report suspected breaches of trade sanctions. Read more: https://bit.ly/3TwE2q9 #STEPCPD #Regulations

The Court of Justice of the European Union is to decide on two crucial legal questions concerning the legal status of assets held in discretionary trusts where the beneficiary is designated under EU sanctions against Russia. Read more: https://bit.ly/4etjV49 #STEPCPD #Sanctions

The early bird rate for this year's STEP Global Congress ends on 20 September in four days! Speakers at the event include Peter Jaskiewicz who will be talking about next-gen legacies. Book now: https://lnkd.in/eXJYAdye #STEPCongress #STEPEvents

We are very pleased to share the results of the STEP Council Elections for 2024. Congratulations to everyone who has been elected! Rodney Luker TEP from STEP South Australia has been elected to represent Australasia and Pamela Cross ICD.D, TEP, LLB from STEP Ottawa will represent Canada. Theo B. (Burrows) TEP from STEP Bahamas was elected for Caribbean and Latin America and Maurizio Cohen TEP from STEP Monaco will be representing Continental Europe. Greta Pender TEP from STEP Guernsey will be representing Guernsey and Michael Olesnicky TEP from STEP Hong Kong will be representing Hong Kong. Thank you to everyone who stood in and voted in these elections! Find out more about the elections: https://lnkd.in/emMNd97k #STEPCouncil #STEPGovernance