The STEP Diploma

The STEP Diploma is the benchmark qualification for those working in the field of trusts and/or estates. It is designed and delivered by practitioners, for practitioners, and is recognised and respected by employers, regulators and clients across the world. Find out more.

27 June 2025

EU: EU states enabling tax evasion, says 2025 Financial Secrecy Index

EU member states are enabling tax evasion, according to the 2025 Financial Secrecy Index. The report, published by the UK-based Tax Justice Network, found EU countries now account for 21% of global

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19 December 2024

HONG KONG: Private Banks Boost Hong Kong Hiring to Woo Rich Chinese Clients

Wealth managers are ramping up hiring in Hong Kong to cater to an inflow of mainland Chinese money. UBS Group AG is adding staff as it looks to double the assets it manages for millionaire clients in

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27 June 2025

CAREY OLSEN: Citizens’ Advice Guernsey officially opens new office with plaque unveiling

Press Release from Carey Olsen, Friday 13 June, 2025. Citizens’ Advice Guernsey officially opened its new office with a plaque unveiling on Wednesday 4 June 2025. After 23 years based at the Bridge,

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27 December 2024

US: Washington State’s Wealth Tax Debate Is Heating Up

The Democratic Party may control the government in Washington state, but opinions are sharply divided regarding the potential implementation of a 1% wealth tax in 2025. The tax proposal, analyzed in

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