Society of Trust and Estate Practitioners
Recent meetings
No recorded meetings with EU commissioners.
Mission & Goals
STEP is the worldwide professional association for those advising families across generations. We help people understand the issues families face in this area and promote best practice, professional integrity and education to our members. Today we have over 22,000 members in over 100 countries and over 8,000 members in the UK. Our membership comprises a range of professions, including lawyers, accountants and other specialists. Our members help families plan for their futures: from drafting a will or advising family businesses, guiding international families with cross border interests, and protecting vulnerable family members. We take a leading role in explaining our members' views and expertise to governments, tax authorities, regulators and the public. We work with governments and regulatory authorities to examine the likely impact of any proposed policy changes, provide technical advice and support, and respond to consultations.
EU Legislative Interests
Disincentives for advisors and intermediaries for potentially aggressive tax planning schemes; Policies relating to the withdrawal of the United Kingdom from the European Union Succession Regulation 650/2012; Expert group on taxation of individuals - removing tax problems facing individuals who are active across border within the EU; Vulnerable persons; Mental capacity; Anti-Money Laundering Legislation; EU List of non-cooperative jurisdictions in taxation matters. Cross-border family situations
Interests Represented
Promotes their own interests or the collective interests of their members
Member Of
Anti-Money Laundering Europe; International Fiscal Association; European Law Institute, CFE Tax Advisers Europe
Organisation Members
https://www.step.org/step-directory