News

Zuckerberg marries after netting USD19 billion

The wealth management world was somewhat taken aback last week, when US Facebook founder Mark Zuckerberg got married the day after he made USD19 billion in the company’s stock market flotation.

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Solicitor rewrote aunts’ wills without informed consent

Two wills drafted by a Hampshire solicitor for his elderly aunts, making him a major beneficiary of their estates, have been declared invalid.

Features

Life after the clean-up

International

Mark Summers looks at what the future holds for Switzerland's private banking sector

Life after the clean-up

Honest mistake

International

Matthew Duncan and Irene McMillan report on a case where a couple's final intentions were overruled because of a simple admin error

Obligations and options

International

Katy Shayle looks at the EU Saving Tax Directive from a trustee's perspective

STEP Wealth Directory - Title Research


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STEP Wealth Directory features over 300 wealth sector organisations worldwide. Practitioners can search for and review video profiles and interviews with organisations that deliver legal, accounting, trustee, banking, investment and other related services, creating a virtual beauty parade that can be shared with partners and clients.

Current Issue

STEP Journal May 2012

The May 2012 STEP Journal contains a special focus on mental capacity as well as regular monthly features. More...

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STEP Spring Conference - Birmingham
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