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This year, do you expect business to
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Increase
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38%
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Stay static
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23%
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Decline slightly
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27%
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Decline significantly
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12%
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Login to vote.
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The Society of Trust and Estate Practitioners (STEP) is a unique professional body providing members with a local, national and international learning and business network focusing on the responsible stewardship of assets today and across the generations.
STEP provides education, training, representation and networking for its members. Members advise clients on the broad business of the management of personal finance.
Full members of STEP are the most experienced and senior practitioners in the field of trusts and estates.
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We are weathering the financial storm and continuing to grow as a Society, not only in raw membership numbers, but in our standing and influence on the world stage.
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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. STEP members also help families comply with the often complex tax rules surrounding trusts, estates and inheritance. STEP Explained gives an overview of the Society, its membership and activities.
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 | ...With over 14,000 members spread throughout all of the world's major trust and estate jurisdictions I am well aware of the tremendous responsibility which rests on the shoulders of those who volunteer...
STEP Founder, George Tasker |
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STEP was founded with the aim of bringing together all the practitioners in the field and cutting across old established professional boundaries.
Through meetings, seminars, lectures, national and international conferences and the exchange of technical papers and reports, Members share information, knowledge and experience, and benefit from the network of contacts that membership provides.
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Find out how becoming a member could benefit you and your business.
Find out more at the STEP Careers centre.
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