Welcome to STEP

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


2014 Annual General Meeting - STEP's AGM will be held at the Mandarin Oriental Hotel, Miami on 5 November 2014. Every Member is welcome to attend.

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Gain access to information, education and a network of fellow practitioners.
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Private Client AwardsComing up.. 17 September 2014. London Hilton on Park Lane.

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Qualifications & CPD

signpostLearn how STEP qualifications offer a route to membership and a chance to specialise.

All members can visit STEP’s CPD Centre for CPD resources

The STEP blog

Val Cox explains why CPD audits are about more than just a tick in the box.

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STEP Journal online

Keith RobinsonJunckers and trust registers. The shape of the EU, after the May elections, is becoming clearer, Richard Frimston notes.

September 2014 issue