Welcome to STEP

The worldwide professional association for practitioners dealing with family inheritance and succession planning

Events

SIG Half-day Conference 2014: Case Update from Leading Trust Jurisdictions, 4 December.

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Cross-Border Estates Event

UK-Italy Cross-Border Estate Planning  - 25 November, London - Many Brits are living the Italian property dream, but how do you stop it becoming an Italian nightmare for them or their heirs?

 

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Qualifications & CPD

diplomaSTEP Diploma for Accountants & Tax Practitioners
Enrol now for the February 2015 workshop, closing 23 January

Trust Quarterly Review

November issueA new type of civil-law trust: the case of San Marino. Andrea Vicari TEP investigates

November 2014 issue

The STEP Blog

CEO David Harvey describes his findings of family advisors following a major conference in Washington, DC.

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Gain access to information, education and a network of fellow practitioners.
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Press release

STEP joins consortium supporting Licensed Probate Practitioner apprenticeship.

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