Registrant : Organisation or self-employed individual
| Name/company name: |
Society of Trust and Estate Practitioners |
| Acronym: |
STEP
|
| Legal status: |
Company limited by guarantee
|
| Website address: |
http://www.step.org
|
Sections
| Section: |
II - In-house lobbyists and trade/professional associations |
| and more precisely: |
Trade, business & professional associations |
Person with legal responsibility
| Surname, Name: |
Mr
David Harvey
|
| Position: |
Chief Executive |
Permanent person in charge of EU relations
| Surname, Name: |
Mr
George Hodgson
|
| Position: |
Deputy Chief Executive |
Contact details:
| Contact details of organisation's head office: |
11-19 Artillery house (South) Artillery Row
London SW1P 1RT
UNITED KINGDOM
|
| Telephone number: |
(+44) 207 340 0500 |
| Fax number: |
(+) |
| Other contact information: |
|
Goals / remit
| Goals / remit of the organisation: |
The Society of Trust and Estate Practitioners (STEP) is the worldwide professional body for practitioners in the fields of trusts and estates, executorship and related issues. STEP aims to promote the highest professional standards through education and training leading to widely recognised and respected professional qualifications. STEP also works to demonstrate the value of good stewardship and planning across future generations to governments, professionals, financial institutions and the public. STEP internationally has over 16,500 members, with almost 7,000 members in the EU. Over 4000 students worldwide are currently studying for STEP qualifications and STEP supports an extensive regional network providing training and professional development
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The organisation's fields of interests are:
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Number of persons engaged in activities falling under the scope of the Transparency Register
| Number of persons: |
4
|
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Complementary information:
|
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Persons accredited for access to European Parliament premises
Activities
Main EU initiatives covered the year before by activities falling under the scope of the Transparency Register:
|
Savings and inheritance tax matters. Taxation and legal treatment of trusts.Anti-money laundering regulations. Inheritance & succsssion law.
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Fields of interest for e-mail alerts on consultations and roadmaps;
| Fields declared by the organisation: |
- Economic and Financial Affairs
- Home Affairs
- Justice and Fundamental Rights
- Taxation
|
Networking
Information on (i) organisation's membership of any associations/federations/confederations or (ii) relationships to other bodies in formal or informal networks.
|
International Fiscal Association
|
Financial data
| Financial year: |
04/2011
-
04/2012
|
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Estimated costs to the organisation directly related to representing interests to EU institutions in that year:
|
50000
€ - 100000
€
|
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Amount and source of funding received from the EU institutions in financial year n-1 of registration
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Procurement:
|
0 €
|
|
Grants:
|
0 €
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Other (financial) information provided by the organisation:
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