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Society of Trust and Estate Practitioners

Acronym: STEP

General Information

Identification Code: 64339983762-18
Website: [object Object]
Entity Form: Company limited by guarantee
Registration Category: Trade and business associations
Registration Date: 6/21/2010
Last Update: 5/15/2024
EP Accredited Number: 0

Mission & Interests

Goals: STEP is the worldwide professional association for those advising families across generations. We help people understand the issues families face in this area and promote best practice, professional integrity and education to our members. Today we have over 22,000 members in over 100 countries and over 8,000 members in the UK. Our membership comprises a range of professions, including lawyers, accountants and other specialists. Our members help families plan for their futures: from drafting a will or advising family businesses, guiding international families with cross border interests, and protecting vulnerable family members. We take a leading role in explaining our members' views and expertise to governments, tax authorities, regulators and the public. We work with governments and regulatory authorities to examine the likely impact of any proposed policy changes, provide technical advice and support, and respond to consultations.
Interests Represented: Promotes their own interests or the collective interests of their members
Interests:
  • Banking and financial services
  • Borders and security
  • Digital economy and society
  • Economy, finance and the euro
  • Justice and fundamental rights
  • Taxation
Levels of Interest:
  • global

Activities

Main EU Legislative Proposals: Disincentives for advisors and intermediaries for potentially aggressive tax planning schemes; Policies relating to the withdrawal of the United Kingdom from the European Union Succession Regulation 650/2012; Expert group on taxation of individuals - removing tax problems facing individuals who are active across border within the EU; Vulnerable persons; Mental capacity; Anti-Money Laundering Legislation; EU List of non-cooperative jurisdictions in taxation matters. Cross-border family situations
Inter-institutional or Unofficial Groupings: N/A

Head Office

Address: Artillery House11-19 Artillery Row
Post Code: SW1P 1RT
City: London
Country: UNITED KINGDOM
Phone: [object Object]

EU Office

Address: Artillery House11-19 Artillery Row
Post Code: SW1P 1RT
City: London
Country: UNITED KINGDOM
Phone: [object Object]

Financial Data

New Organisation: false
Closed Year: [object Object]
Current Year: [object Object]

Membership Information

Members10 Percent: 1
Members25 Percent: 0
Members50 Percent: 0
Members75 Percent: 0
Members: 1
Members F T E: 0.10000000149011612

Structure

Structure Type: Structure
Is Member Of: https://www.step.org/step-directory
Organisation Members: Anti-Money Laundering Europe; International Fiscal Association; European Law Institute, CFE Tax Advisers Europe