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Society of Trust and Estate Practitioners

Home » Society of Trust and Estate Practitioners
By Paul Bowers
In Society of Trust and Estate Practitioners, STEP
Posted 2nd January 2008

Marr elected new STEP Worldwide Chairman

Rosemary Marr was elected STEP Worldwide Chairman at STEP Council in London on Saturday 1 December. In other changes, John Riches and Michael Young were re-elected as Deputy Chairmen of the [...]

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By Paul Bowers
In Society of Trust and Estate Practitioners, STEP
Posted 5th November 2007

STEP launches STEP TV

STEP has launched a new online resource for its members – STEP TV, available at www.steptv.org or via the STEP website www.step.org. STEP TV delivers online access to the knowledge of [...]

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By Paul Bowers
In Estate Planning, Private Client Tax, Society of Trust and Estate Practitioners, STEP, Tax Partner Moves, Trust and estates, wealth managers
Posted 1st November 2007

Barclays Wealth appoints Bakers partner, Jonathan Burt, as Senior Wealth adviser

Barclays Wealth has announced the appointment of Jonathan Burt as a Senior Wealth Adviser in its Wealth Advisory team. Mr Burt will report to Jeremy Arnold, Head of the Wealth Advisory business. [...]

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By Paul Bowers
In Society of Trust and Estate Practitioners, STEP
Posted 14th September 2007

STEP Private Client Awards – The Results…..

The STEP Private Client Awards showcased the resurgence of the Private Client industry on the evening of the 13th September. Whereas 20 years ago it was the Cinderella of the legal, accounting, [...]

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