Almost a third, 29%, of financial advisers and other trust and estate practitioners are seeing more disputes over wills and trusts linked to incapacity.

A Suffolk-based adviser and former STEP member, Steven Long, has been jailed for eight years and four months after pleading guilty to two counts of fraud by abuse of position after he and an associate helped themselves to client money which should have been placed into trusts.

STEP, the professional body for trust and estate practitioners, has warned the government that its plans to bring unused pension funds within the IHT net from next April will cause “unworkable complexity” and could have adverse consequences for bereaved families.

Two in fiveadvisers (41%) have seen a increase in inheritance disputes within blended families, fuelled by a lack of communication, according to a new report.

The Great Wealth Transfer of trillions of dollars among high-net-worth (HNW) families is happening, according to a new study.

Emma Lovell has been appointed as the new CEO of STEP, the global professional body for trust and estate practitioners.

Proposed pension reforms included in next week’s Budget will create chaos and put bereaved families and ordinary people at financial risk, according to STEP, the global professional body for trust and estate practitioners.

STEP, the global professional body for trust and estate practitioners, announced the winners of its 2025 Private Client Awards last night during a ceremony at the London Hilton on Park Lane.

The 2025 STEP Private Client Awards, partly sponsored by Evelyn Partners, are now open for entries.

Blick Rothenberg partner Kelly Greig has been re-elected as worldwide chair of STEP for a second term, to take effect from 1 January.

Stonehage Fleming’s advice team won two awards, including Financial Advisor Team of the Year, at the STEP 2024 Private Client Awards last night.