Welcome to STEP

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


Receive specialised training, share best practice and stay at the cutting edge of your field.

Explore STEP membership

Business Families

Family Disputes  - 15 September 2014. A fitting addition to schedules for those attending PCA 2014/15


Explore Special Interest Groups

60 Second Interview

"We want more people to give to charity and to do so philanthropy needs to be easier"

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Qualifications & CPD

peopleSTEP members have access to a variety of useful online CPD resources.

To explore your options, visit the CPD Centre

Founder's Awards 2014

Branches & Regions are invited to make nominations for the 2014 Founder's Awards for Outstanding Achievement.

Nominations close on 29 September 2014 - See more details on the Founder's Awards page.

STEP Journal online

Keith RobinsonPurpose trusts: a perplexing ruling. Though valid in Bermuda since 1989, there has been little case law... writes Keith Robinson

Read more of the July 2014 issue