About STEP
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 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.
Full members of STEP are the most experienced and senior
practitioners in the field of trusts and estates. Members advise
clients on the broad business of the management of personal
finance.