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ARTICLE · 23 NOVEMBER 2023

The New STEP Provisions Third Edition

On 26 September 2023, the new STEP Provisions third edition was accepted by the probate registrar, allowing them to be incorporated in wills from that date onwards.

United KingdomFamily and Matrimonial

The third edition of STEP Provisions have been accepted by the probate registrar as of 26 September 2023, and incorporated in wills since.

On 26 September 2023, the new STEP Provisions third edition was accepted by the probate registrar, allowing them to be incorporated in wills from that date onwards. When using step provisions in a will, most practitioners will most likely use the newest edition rather than stick to the earlier ones. Similar to the second edition, the STEP Provisions third edition has standard provisions which should be safe to use in most wills, as well as special provisions which can be incorporated where needed.

Special provisions

Special provisions can be very helpful; they include permissions to borrow, delegate, set up or manage companies, and the appointment and retirement of trustees. There are also protections for trustees including decisions on:

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