Ethics are a key part of being a STEP member. Understanding ethics and ethical decision-making in everyday professional life is part of STEP’s commitment to professional standards. We created our Everyday Ethics video series to help STEP members prepare for these situations. You can learn from STEP staff and members as they discuss ethical issues you may be facing day-to-day. Find out more in this video! 👉Watch the Everyday Ethics videos: https://www.step.org/ethics #STEPEverydayEthics #CPD Sha

What is STEP's Responsible Stewardship Toolkit? It is a resource that aims to ground the theory of responsible stewardship of wealth into practice. Learn more in this video with Heledd Wyn TEP, who contributed to the Toolkit. 👉Explore the Toolkit: https://www.step.org/RSOW-toolkit 📖Access resources to incorporate responsible stewardship principles in powers of attorney: https://bit.ly/4ajAPl7 #STEPProfile #RSOW | STEP

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Society Of Trust & Estate Practitioners | Crawley | Sophie De Rivaz

One of the key findings from our 'Attitudes to Wealth' report was that avoidance and discomfort in discussing wealth with family members are significant barriers to early and effective wealth planning. With family dynamics and conflict currently in the news, the report contains insights on how advisors can navigate complex family dynamics. Find out more in our video with Catherine Grum TEP as she discusses the report. 📖Read more insights from the report: https://bit.ly/46Sv9hH #STEPProfile #RSO

A snapshot of our time in Wales at the STEP Wales conferences sharing insights on cross border estates with Yasmin Hoque covering Sharia-compliance, Islamic Wills & Muslim Estate Planning. It’s essential for practitioners to keep up to date with CPD from across the world when dealing with matters that cover 20-50 countries and relevant due to the law of England & Wales common law principles of domicile and freedom of testamentary disposition. #CPD #professionaldevelopment | AL-HQ Law & More