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STEP release: global 'attitudes to Wealth' report published on attitudes to wealth and tax - IFA Magazine

Summary by IFA Magazine

STEP, the professional body for trust and estate practitioners, has today launched a major report Attitudes to Wealth – the first STEP survey of its kind capturing the insights of global clients’ attitudes to wealth and tax from more than 900 private client advisors across 86 countries. This report comes at a critical time as multiple countries contend with rapid economic, political, and tax policy transformations. It offers a clear snapshot of…

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Major global survey by STEP reveals shifting tax priorities

STEP, the professional body for trust and estate practitioners, has launched a major report Attitudes to Wealth. The report is the first STEP survey of its kind capturing the insights of global clients’ attitudes to wealth and tax from more than 900 private client advisors across 86 countries. This report comes at a critical time as multiple countries contend with rapid economic, political, and tax policy transformations. It offers a clear snaps…

2 days ago

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