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.
TEPs help families plan their long-term financial
future, facilitating good stewardship and financial planning across
future generations.
STEP Explained
gives an overview of the Society, its membership and
activities.