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News / Insights


New STEP Barometer Spotlights Global Trends In Family Wealth
The report highlights the value of expertise in a complex world and reveals the key challenges, trends and priorities facing family wealth and succession advisors and their clients globally.
Mar 16


Family Firms At Risk Due To Lack Of Up-To-Date Wills & Succession Plans
Latest research from STEP highlights the vital need for family business owners to talk and plan to keep their legacy, relationships and...
Nov 13, 2024


Autumn Budget 2024: Initial Statement And Reaction From STEP
Emily Deane TEP, Technical Counsel and Head of Government Affairs at STEP, the global membership body for inheritance advisors responds...
Oct 31, 2024


Don't Lose Your Digital Memories Forever
STEP, a worldwide body for professionals that help families plan for their futures, launched its Protect Your Digital Memories campaign...
Sep 4, 2024


A Sad State Of Affairs According To STEP Report
The majority of solicitors and professionals who help plan their clients’ estates have either seen instances of actual or suspected...
Sep 4, 2024

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