STEP

Use a STEP practitioner to support you through any trusts, estates or related issue. STEP members (TEPs) provide expert advice on how to comply with the often complex law and tax rules surrounding trusts, estates and inheritance.

You can identify if your adviser is a full STEP member by the use of the designation TEP (Trust and Estate Practitioner) after their name. TEPs are the most experienced and senior practitioners in the field of trusts and estates.

STEP Explained
STEP TEPs help families plan their long-term financial future, facilitating good stewardship and financial planning across future generations.STEP

STEP Marketing Portal

A number of marketing resources are now available to members online

STEP Qualified Practitioner Route to Membership

New topics are now available to view. Register before 30 November

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Trusts Symposium 2012
9 March 2012
Australia

Eighth International Estate Planning Institute
22 March 2012

STEP New Zealand Conference
29 March 2012
New Zealand

New Zealand Trust ConferenceSouth Africa 2012 Conference
© 2012 Society of Trust & Estate Practitioners