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The Society of Trust & Estate Practitioners (STEP) Yorkshire Branch

About Us

STEP is the principal professional body for Trust & Estate Practitioners Worldwide. The Society holds a unique position in the International Wealth-Management market; its members are at the forefront of commercial development in the role in framing pan-jurisdictional financial legislation.

Contact Us:

Clive Barwell, Chairman, STEP Yorkshire Branch:

tel: 011113 238 1043
email: barwellclive@aol.com / clive.barwell@paramountifa.co.uk

Upcoming STEP Yorkshire Events

Tuesday 16 March, 17.30 for 18.00 to 19.00, Organiser: STEP Yorkshire Branch

Note: the placement of the pin on the map may not be exact

HMRC - Trust Offices Nottingham

Venue: Sovereign House, Sovereign Street, Leeds, LS1 1HQ

Speaker: HMRC

Fee payable: Members £5.00 / Non-members £10.00

Contact: Helen Billing, 01347 810076, helenbilling@woodlandtrust.org.uk

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Tuesday 20 April, 17.30 for 18.00 to 19.00, Organiser: STEP Yorkshire Branch

Note: the placement of the pin on the map may not be exact

Will Drafting and Changes in the Intestacy Rules

Venue: Sovereign House, Sovereign Street, Leeds, LS1 1HQ

Speaker: Amanda Simmonds

Fee payable: Members £5.00 / Non-members £10.00

Contact: Helen Billing, 01347 810076, helenbilling@woodlandtrust.org.uk

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Tuesday 18 May, 17.30 for 18.00 to 19.00, Organiser: STEP Yorkshire Branch

Note: the placement of the pin on the map may not be exact

Overview of APR/BPR

Venue: Sovereign House, Sovereign Street, Leeds, LS1 1HQ

Speaker: Dick Williams

Fee payable: Members £5.00 / Non-members £10.00

Contact: Helen Billing, 01347 810076, helenbilling@woodlandtrust.org.uk

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Tuesday 15 June, 17.30 for 18.00 to 19.00, Organiser: STEP Yorkshire Branch

Note: the placement of the pin on the map may not be exact

Working the Room

Venue: Sovereign House, Sovereign Street, Leeds, LS1 1HQ

Speaker: Adrian Priddle

Fee payable: Members £5.00 / Non-members £10.00

Contact: Helen Billing, 01347 810076, helenbilling@woodlandtrust.org.uk

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