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STEP Certificate in Foundations
A specialist qualification for professionals involved in the wealth planning industry.
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Rising compliance costs offshore push out smaller clients, says new STEP research
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Read the press release
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Qualified Practitioner Route to STEP Membership
A research and thesis-based route to membership for trust and estate practitioners who have established themselves in their field.
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STEP 6th Annual Institute on Tax, Estate Planning and the Economy
The STEP 6th Annual Institute features many prominent, well-known faculty and outstanding topics geared to increasing your fees, billable time and commission.
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STEP Journal
Paul Knox - Guide to US/UK Private Wealth Tax Planning.
Upcoming SIG Events
Invalidity and Illegality: What Makes a Trust or Will Invalid, 1 December 2016 – Leeds, UK.
See all SIG events here
Industry Jobs
Private Client Solicitor / Legal Executive - SJ175
Firm - Battens Solicitors
- Location:
- Yeovil, UK
- Salary:
- Competitive
See all Industry Jobs
Blog
STEP puts CRS, transparency and public registers under the SIG spotlight, by Emily Deane, TEP.
60-second interview
The trust structure is a way to plan for the future and avoid many of the pitfalls of life, says Hawksford’s David Titcombe TEP Read full interview.