Welcome to the second issue of the STEP Journal for 2021. This issue shines a spotlight on the Caribbean and Latin America, providing updates on wealth structuring, beneficial ownership and new tax rules.Find out more
Trust Quarterly Review
A quarterly technical digital publication, the TQR provides in-depth technical analysis containing the latest papers from leading practitioners.Find out more
Welcome to STEP West of England
Mrs Cheryl Farnham, Branch Chair
"STEP is the global professional body for practitioners who specialise in family inheritance and succession planning. We work to improve public understanding of the issues families face in this area and promote education and high professional standards among our members.
The West of England Branch was formed in 1992 and draws its membership from the whole of Devon and Cornwall; as well as parts of Dorset and Somerset. Our branch provides regular Continuing Professional Developmental seminars covering a wide selection of topics to cater for the ever-changing needs of our multi-disciplined members. We now serve a mixture of professions, to include: Legal, Accounting, Trust, Financial Services, Insurance, and those other industries where planning for High Net Worth Individuals and Families is paramount.
As Chair of the STEP West of England Branch, my goals are to grow our membership and to provide high quality training as well as a welcoming networking arena.
Are you thinking about becoming a member of Step West of England Branch? Please do get in touch. There are also opportunities for speakers to provide seminars to our growing membership (c.300+) and sponsorship opportunities for our program of events throughout the year. If this is of interest to you, we would love to hear from you."