Welcome to STEP

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


2014 Annual General Meeting - STEP's AGM will be held at the Mandarin Oriental Hotel, Miami on 5 November 2014. Every Member is welcome to attend.

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Gain access to information, education and a network of fellow practitioners.
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STEP general guidance for trusts under a Model 1 IGA to assist practitioners in Model 1 jurisdictions that have not yet published their own guidance.


Qualifications & CPD

signpostLearn how STEP qualifications offer a route to membership and a chance to specialise.

All members can visit STEP’s CPD Centre for CPD resources

Press release

STEP Private Client Awards recognise outstanding industry performers

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STEP Journal online

Warren WhitakerStar-spangled trusts. Warren Whitaker on the use of trusts in the US.

September 2014 issue