Welcome to STEP

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

Events

STEP Global Congress - How will transparency impact on tax planning? - A perspective on supranational initiatives and their impact on wealth planning, 6-7 November 2014, Miami, USA.

See All Events

Join STEP

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

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?

 

Explore Special Interest Groups

IRS FATCA Registration Guide

IRS FATCA Registration Online User Guide (updated 6 October 2014) available via the STEP policy pages.

Policy

Qualifications & CPD

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

60 Second Interview

Catherine Grum TEP, Head of Salamanca Group’s Private Office.

Read more

STEP Journal online

A wasted opportunity. Martyn Gowar TEP mourns a couple’s decision to ‘safeguard’ their children from learning about the family’s wealth and charity work.

October 2014 issue