Launched on 8 July 2025, the STEP Toolkit is a practical and evolving resource designed to support wealth advisors in guiding families through responsible and purpose-led wealth planning.
This first-of-its-kind online platform translates theory into practice and contains practical resources such as case studies and checklists to help put responsible stewardship into action.
Edward Cumming KC and Niamh Davis were delighted to contribute to this valuable project alongside other leading experts from across the private wealth sector.
