STEP (@stepsociety) 's Twitter Profile
STEP

@stepsociety

STEP is the worldwide professional association for those advising families across generations.

ID: 156570813

linkhttp://www.step.org calendar_today17-06-2010 08:30:30

28,28K Tweet

8,8K Followers

717 Following

STEP (@stepsociety) 's Twitter Profile Photo

Did you know that someone buying a lawnmower could be a sign of financial abuse? If you see unexplained or unusual spending, it could be an indicator of financial abuse. Heledd Wyn TEP explains more in this video. Learn to 'Spot the signs': step.org/spot-the-signs

STEP (@stepsociety) 's Twitter Profile Photo

In this STEP Journal article Diane K Roskies from Offit Kurman examines considerations for US residents bequeathing a Canadian vacation home. Read the article: tinyurl.com/yzw399yn #STEPCPD #CrossBorderEstates

In this STEP Journal article Diane K Roskies from <a href="/OffitKurmanLaw/">Offit Kurman</a> examines considerations for US residents bequeathing a Canadian vacation home.

Read the article: tinyurl.com/yzw399yn

#STEPCPD #CrossBorderEstates
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The STEP Advanced Certificate in Will Preparation - England and Wales provides practitioners with the technical knowledge and practical skills required to prepare technical, high-quality wills. 📖 Study with STEP: bit.ly/4mKgGtT #STEPEducation #ContinuousLearning

The STEP Advanced Certificate in Will Preparation - England and Wales provides practitioners with the technical knowledge and practical skills required to prepare technical, high-quality wills.

📖 Study with STEP: bit.ly/4mKgGtT

#STEPEducation #ContinuousLearning
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Canada's new federal government has introduced the Strong Borders Act, putting in place an administrative monetary penalty framework of 'unprecedented severity' for failures in anti-money laundering compliance. Read more: bit.ly/4kB97o2 #STEPCPD #AML

Canada's new federal government has introduced the Strong Borders Act, putting in place an administrative monetary penalty framework of 'unprecedented severity' for failures in anti-money laundering compliance.

Read more: bit.ly/4kB97o2

#STEPCPD #AML
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A woman who cared for her elderly mother in the last two and a half years of the latter's life has successfully claimed against the estate for the value of the care she provided. Read more: bit.ly/43Ae7Dd #STEPCPD #Wills

A woman who cared for her elderly mother in the last two and a half years of the latter's life has successfully claimed against the estate for the value of the care she provided.

Read more: bit.ly/43Ae7Dd

#STEPCPD #Wills
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The STEP UK Technical Committee has submitted a paper to HMRC regarding the changes in the treatment of non-UK domiciled taxpayers and their trusts. Read more: bit.ly/4l1YpH4 #STEPProfile #HMRC

The STEP UK Technical Committee has submitted a paper to HMRC regarding the changes in the treatment of non-UK domiciled taxpayers and their trusts.

Read more: bit.ly/4l1YpH4

#STEPProfile #HMRC
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In this STEP Journal article Elis Gomer and Eleanor Clarke discuss an England and Wales probate case that underscores the need for cogent evidence beyond assertions of a deceased’s supposed wishes. Read the article: : tinyurl.com/27u5vmt6 #STEPCPD #Probate

In this STEP Journal article Elis Gomer and Eleanor Clarke discuss an England and Wales probate case that underscores the need for cogent evidence beyond assertions of a deceased’s supposed wishes.

Read the article: : tinyurl.com/27u5vmt6

#STEPCPD #Probate
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Looking for a new role? Dignity Funerals in the UK are looking for a Will Writer. You will be responsible for providing the best possible experience to their customers. Find out more about the role: bit.ly/3ZfyFhW #STEPJobs #NewJob

Looking for a new role?

Dignity Funerals in the UK are looking for a Will Writer. 

You will be responsible for providing the best possible experience to their customers.

Find out more about the role: bit.ly/3ZfyFhW

#STEPJobs #NewJob
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We are pleased to share more coverage of our 'Attitudes to Wealth' report in this article by Randy A. Fox for WealthManagement.com which features key insights from the report. Read the article: bit.ly/4dZicVh #STEPProfile #RSOW

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In this STEP Journal article Ruth Aruliah reports on a Canadian case where an attorney for property and personal care of an incapacitated person made a claim against a deceased’s estate. Read the article: tinyurl.com/yc743tac #STEPCPD #MentalCapacity

In this STEP Journal article Ruth Aruliah reports on a Canadian case where an attorney for property and personal care of an incapacitated person made a claim against a deceased’s estate.

Read the article: tinyurl.com/yc743tac

#STEPCPD #MentalCapacity
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If you need help with navigating issues of mental capacity, you can explore our range of resources: 💡Articles from the STEP Journal; 💡 Webinars with experts and 💡 Our ‘Spot the Signs’ awareness campaign. 📖 Find out more: bit.ly/4eA6sra #STEPCPD #MentalCapacity

If you need help with navigating issues of mental capacity, you can explore our range of resources:

💡Articles from the STEP Journal;
💡 Webinars with experts and
💡 Our ‘Spot the Signs’ awareness campaign.

📖 Find out more: bit.ly/4eA6sra

#STEPCPD #MentalCapacity
STEP (@stepsociety) 's Twitter Profile Photo

The Guatemalan congress has received Bill No. 6538, proposing regulation of cryptocurrencies and digital assets in the country. Read more: bit.ly/4mVsjy8 #STEPCPD #DigitalAssets

The Guatemalan congress has received Bill No. 6538, proposing regulation of cryptocurrencies and digital assets in the country.

Read more: bit.ly/4mVsjy8

#STEPCPD #DigitalAssets
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Looking for a new role in the trusts industry? .True House Partners in Dubai are looking for a Senior Trust Manager. Find out more about the role: bit.ly/3SDPbV6 #STEPJobs #LegalJobs

Looking for a new role in the trusts industry?

.<a href="/TrueHousePtrs/">True House Partners</a> in Dubai are looking for a Senior Trust Manager.

Find out more about the role: bit.ly/3SDPbV6

#STEPJobs #LegalJobs
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What are today’s attitudes toward wealth? đŸ€” In this video Catherine Grum TEP discusses our 'Attitudes to Wealth' report that offers insights that can help shape the future of wealth planning. 📖Download the report: step.org/attitudes-to-w
 #STEPProfile #RSOW

STEP (@stepsociety) 's Twitter Profile Photo

In this STEP Journal article Tim Searle TEP explains how insurance can be used to complement a trust strategy to protect client’s assets in the UK. Read the article: tinyurl.com/55ufeswc #STEPCPD #Trusts

In this STEP Journal article Tim Searle TEP explains how insurance can be used to complement a trust strategy to protect client’s assets in the UK.

Read the article: tinyurl.com/55ufeswc

#STEPCPD #Trusts
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The ‘great wealth transfer’ will see over $85 trillion move between generations over the next two decades. In this report, sponsored by Bahamas Financial Services Board, discover how a blended approach can help meet expectations of investors: bit.ly/4dWxAkZ #SponsoredContent #Bahamas

The ‘great wealth transfer’ will see over $85 trillion move between generations over the next two decades.

In this report, sponsored by <a href="/BFSB_Official/">Bahamas Financial Services Board</a>, discover how a blended approach can help meet expectations of investors: bit.ly/4dWxAkZ

#SponsoredContent #Bahamas
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Thank you to the US-based publication Financial Advisor for highlighting STEP and our network of expert advisors in this article about building connections to High Net Worth clients. Read the article: bit.ly/3SLfbhx #STEPProfile #STEPCommunity

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The European Commission has gazetted an amended regulation listing jurisdictions subject to financial sanctions because of their high risks of money laundering. Read more: bit.ly/44dqFAE #STEPCPD #AML

The European Commission has gazetted an amended regulation listing jurisdictions subject to financial sanctions because of their high risks of money laundering.

Read more: bit.ly/44dqFAE

#STEPCPD #AML
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The First-tier Tax Tribunal has upheld HMRC penalties on a taxpayer after a misunderstanding about a self-assessment tax return filing: bit.ly/4kygr3H #STEPCPD #Tax

The First-tier Tax Tribunal has upheld HMRC penalties on a taxpayer after a misunderstanding about a self-assessment tax return filing: bit.ly/4kygr3H

#STEPCPD #Tax