Welcome to STEP

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

Industry News

Citizenship renunciation fee soars as American expats flee FATCA. US government fees charged to Americans for renouncing their citizenship will rocket...

1 September 2014


Art Assets: The Challenges and Opportunities Facing Trust & Estate Practitioners - 10 September. Hosted by and in association with Christie's UK.

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Your member details

Ensure your details are updated by 8 September 2014 for the ‘Directory and Yearbook 2015’.

Directory & Yearbook

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

David Rowe

"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

Press release

Survey shows Trust and Estates Sector Maintains Steady Confidence: STEP has released the findings of its latest quarterly Business Confidence Survey

See more details on the Survey

STEP Journal online

Keith RobinsonPurpose trusts: a perplexing ruling. Purpose trusts have been valid in Bermuda since 1989, Keith Robinson notes...

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July 2014 issue