Enhance your career in trusts and estates with STEP membership

Full Members of STEP, the only member type which can use the designation TEP (Trust and Estates Practitioner), are the most experienced and senior practitioners in the field of trusts and estates and are recognised as the experts to whom others turn to for good, quality advice.

The letters TEP add recognition for both potential employers and clients. They see that you have a real understanding of the issues you’re dealing with and that you take a proactive approach to keeping abreast of all the latest developments.

Become a TEP by completing one of the STEP Diplomas or Qualified Practitioner papers (see Qualifications, below). Completing a STEP qualification shows a knowledge and understanding of trusts and estates that will be converted into practical, applied competence.

STEP also offers a number of Certificates to enhance your knowledge in a particular specialism. Completion of STEP Certificates enables you to gain credits at the introductory level of the Qualifications and Membership Framework to become a STEP Affiliate Member.

Advanced Certificates offer continuing education opportunities for experienced practitioners to enhance their knowledge of a particular specialism.

Read Routes to Membership (PDF 850KB) to find out how becoming a STEP member could benefit you and read our Member Case Studies for an insight into how other STEP members have progressed in their career.

Do you have a question about your career in trusts and estates? Read our FAQs or email


Find out how employing a STEP member or student could enhance your business. Read more

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