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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.
STEP provides education, training, representation and networking for its members, who are professionals specialising in trusts and estates, executorship, administration and related taxes. 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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Please find the STEP Annual Review 2007 attached below to download.
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George Tasker
STEP Founder | I had spent the whole of my working life with one of the big five UK accountancy firms from 3rd Office Boy (that's as low as you get) to Senior Trust Manager, having transferred to the Trust Department in about 1960.
In those days trust work was the preferred activity of ageing audit clerks who, approaching retirement and not wishing to wander round a cold and wet Liverpool ticking the books of audit clients, appreciated the warmth of a permanent desk in the Trust Department. |
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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.
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 Why Join STEP?
Find out more about STEP.
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