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Where Taxpayers and Advisers Meet
STEP Advanced Certificate in Cross-Border Estates
10/04/2019, by Society of Trust and Estate Practitioners, Tax News - Inheritance Tax, IHT, Trusts & Estates, Capital Taxes
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A team of leading practitioners have come together and written the STEP Advanced Certificate in Cross-Border Estates. The course deals with current issues such as the EU Succession Regulation, Rome IV Regulations and TIEAs.

The materials include practical examples from a range of jurisdictions and checklists so that the content can be related back to day-to-day office work.  This is a distance learning course, so available to you wherever you are based in the world. 

One of the course contributors, Dr Michael Wells-Greco TEP, a partner at Charles Russell Speechly, says:

“The course addresses civil, common and Sharia law succession systems and identifies where family law meets succession law. The aim was to try to identify the elephant traps and to explain difficult concepts simply, and I think we did the best job we could. 

The reality is that very personal and sensitive areas of practice, such as succession law, mental capacity and family law, rarely join up internationally. This has led to a creeping privatisation of private client solutions, leaving a two-tiered system – one for the rich and one for the poor.

Considering some do not appreciate the interactions between civil and common law or the cross-over with EU law and treaty planning, it makes it all more important for clients to take advice from those with the necessary skill set.”

Read the full interview here -

Find out more about the course and register at

About The Author

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. We work to improve public understanding of the issues families face in this area and promote education and high professional standards among our members.

STEP members help families plan for their futures, from drafting a will to advising on issues concerning international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

(T) +44 (0)20 3752 3700

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