Society of Trust and Estate Practitioners

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Registration as it was on 15 May 2024
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Overview

Lobbying Costs

10,000€ - 24,999€

Financial year: Apr 2022 - Mar 2023

Lobbyists (Full time equivalent)

0.1 Fte (1)

Lobbyists with EP accreditation

0

High-level Commission meetings

0

Lobbying Costs over the years

  • Info

    Society of Trust and Estate Practitioners   (STEP)

    EU Transparency Register

    64339983762-18 First registered on 21 Jun 2010

    Goals / Remit

    STEP is the worldwide professional association for those advising families across generations. We help people understand the issues families face in this area and promote best practice, professional integrity and education to our members.

    Today we have over 22,000 members in over 100 countries and over 8,000 members in the UK. Our membership comprises a range of professions, including lawyers, accountants and other specialists. Our members help families plan for their futures: from drafting a will or advising family businesses, guiding international families with cross border interests, and protecting vulnerable family members.

    We take a leading role in explaining our members' views and expertise to governments, tax authorities, regulators and the public. We work with governments and regulatory authorities to examine the likely impact of any proposed policy changes, provide technical advice and support, and respond to consultations.

    Main EU files targeted

    Disincentives for advisors and intermediaries for potentially aggressive tax planning schemes;

    Policies relating to the withdrawal of the United Kingdom from the European Union

    Succession Regulation 650/2012;

    Expert group on taxation of individuals - removing tax problems facing individuals who are active across border within the EU;

    Vulnerable persons;

    Mental capacity;

    Anti-Money Laundering Legislation;

    EU List of non-cooperative jurisdictions in taxation matters.

    Cross-border family situations

    Address

    Head Office
    Artillery House11-19 Artillery Row
    London SW1P 1RT
    UNITED KINGDOM
    EU Office
    Artillery House11-19 Artillery Row
    London SW1P 1RT
    UNITED KINGDOM

    Website

  • People

    Total lobbyists declared

    1

    Employment timeLobbyists
    10%1

    Lobbyists (Full time equivalent)

    0.1

    Lobbyists with EP accreditation

    No lobbyists with EP accreditations

    Complementary Information

    None declared

    Person in charge of EU relations

    Data not provided by Register Secretariat due to GDPR

    Person with legal responsibility

    Data not provided by Register Secretariat due to GDPR

  • Categories

    Category

    Trade and business associations

  • Networking

    Affiliation

    Anti-Money Laundering Europe; International Fiscal Association; European Law Institute, CFE Tax Advisers Europe

    Member organisations

    None declared

  • Financial Data

    Interests represented

    Promotes their own interests or the collective interests of their members

    Closed financial year

    Apr 2022 - Mar 2023

    Lobbying costs for closed financial year

    10,000€ - 24,999€

    Major contributions in closed year

    None declared

    Intermediaries for closed year

    None declared

    Intermediaries for current year

    None declared

    Closed year Costs

    10,000€ - 24,999€

    Other financial info

    None declared

  • EU Structures

    Groups (European Commission)

    None declared

    Groups (European Parliament)

    N/A

    Communication activities

    None declared

    Other activities

    Anti-money laundering regulation; savings and inheritance tax matters;
    taxation and legal treatment of trusts; automatic exchange of information; inheritance and succession law; mental capacity.

  • Meetings

    Meetings

    None declared

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