The Society of Trust and Estate Practitioners (STEP) is the leading worldwide professional body for practitioners in the fields of trusts, estates and related issues. STEP members help families plan their long term financial future, facilitating good stewardship and financial planning across future generations. More...

Need an issue solved or good quality advice?

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

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The STEP Private Client Awards highlight excellence among private client solicitors/attorneys, accountants, barristers, bankers, trust managers and financial advisors. The Awards are your opportunity to demonstrate excellence to your peer group and your clients. MORE...

Join STEP via the Qualified Practitioner Route

Experienced trust and estate practitioners can demonstrate their knowledge by preparing three papers in order to gain Full STEP Membership and the designation TEP. The registration deadline for the next intake is 7 June 2013. MORE…

Certificate on Trusts for Civil Law Practitioners – Uruguay

Register for the Certificate on Trusts for Civil Law Practitioners to be held in Uruguay from 5-9 October, and gain free entry to the STEP Latam Conference on 10-11 October. Enrol before 17 June. MORE...

Publications

The Society produces a number of specialist publications for practitioners. The STEP Journal is the official magazine of the Society and the STEP Directory and Yearbook features valuable jurisdictional information as well as member listings. MORE...

News

Model taxpayer charter to promote greater fairness in taxation across the world 13 May 2013

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Events

STEP Miami 4th Annual Summit 2013
31 May 2013
United States of America

STEP Israel 2013 Conference
18 June 2013

STEP Jersey 20th Anniversary Dinner
28 June 2013
Channel Islands

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