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.

6 February 2024

UK: IHT Top Concern For Wealthy Individuals

New research released this week by RBC Wealth Management (part of the Royal Bank of Canada) looks at the top financial concerns of wealthy individuals across the UK in 2024. Inheritance tax, gifting

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26 April 2024

UK: HMRC to engage on non-dom changes, while Labour considers investment incentive

HMRC is running a series of external engagement events across May 2024 to hear views on the non-dom policy changes that were announced at Spring Budget 2024. Anyone who wants to attend any of the sessions

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13 December 2024

HONG KONG: Hong Kong Mandates Full Sustainability Reporting for Public Entities by 2028

ISSB Alignment: Publicly accountable entities (PAEs) in Hong Kong must fully adopt ISSB-aligned sustainability disclosure standards by 2028. Mandatory Reporting: Large-cap issuers must comply with new

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8 February 2024

UAE: UAE wealth fund said to plan $4-5 bn investments via India’s new finance hub

Abu Dhabi Investment Authority (ADIA), the largest sovereign wealth fund in the United Arab Emirates (UAE), is setting up a $4-5 billion fund to invest in India through a tax-neutral finance hub in

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