Full Members of STEP are the only member type who can use the designation TEP and the STEP logo to enhance their profile in the industry and promote their specialist knowledge to both clients and colleagues.
- Practitioners who have joined STEP in a region where educational routes are not yet available, and who have at least five years' experience and a relevant qualification.
- Members who have completed a STEP Diploma or the Qualified Practitioner Route to Membership, or joined via the Advocacy Route (England & Wales only).
- Practitioners who have joined STEP in a region where educational routes are not yet available, and who have between two and five years' experience and a relevant qualification. Once a Technician has gained five years' experience, they are eligible to upgrade to Full Membership.
- Affiliate Members who have obtained 120 Credits (60 Entry Level Credits & 60 Diploma Level credits) under the Qualifications and Membership Framework and have applied to upgrade.
Technician Members can use the term STEP Technician on their CV, business cards, stationery and email signature. There are no post nominal or letters for this membership category.
- Have obtained 60 Entry Level credits and up to 60 Diploma Level credits under the Qualifications and Membership Framework or,
- Have been approved for membership based on prior learning and experience
Looking to join STEP without studying for qualifications? Become an Affiliate Member.
Affiliate Members can use the term STEP Affiliate on their CV, business cards, stationery and email signature. There are no post nominal or letters for this membership category.
Retired Members of STEP are those individuals who have retired from practice and still wish to be associated with the Society. Membership is renewed annually.
Retired Members can use 'Retired TEP' while membership fees are up-to-date.
To apply for Retired membership complete the reduced subscription form.
See the membership renewal page for more information.
Restricted membership is granted to those Full, Technician and Affiliate Members who are unable to work due to ill health; a career break; maternity/paternity leave or are on secondment with another company. Restricted Members qualify for a reduced subscription. Membership is renewed annually. See the membership renewal page for more information.
Specific membership queries should be directed to firstname.lastname@example.org
- 2016 Memo (PDF 58KB). The 2016 Honorary and Judicial Nominations process has now opened. If you are aware of any person who may be nominated for the role of Honorary or Judicial Membership please refer to them to your Branch Chair. Further details about the qualifications for the roles and the process can be found here Memo [attach link here] that was sent to all Branch Chairs. .
Honorary membership is awarded to those who have made a unique and exceptional contribution to the field of trusts and estates, whether in their own jurisdiction or internationally.
- Professor Rose-Marie Antoine (Caribbean)
- The Right Honourable Lady Justice Arden DBE (England and Wales)
- Professor David English (USA)
- Sir Peter Gibson (England and Wales)
- The Honourable Mr Justice David Hayton LLD (Trinidad and Tobago)
- Professor W A Lee (Australia)
- The Right Honourable Lord Mackay of Clashfern FRSE (Scotland)
- Professor Luc Thévenoz (Switzerland)
- Dr Donovan Waters QC FRSC (Canada)
Judicial membership of the Society is open to any individual who is appointed to a full-time judicial post where there is a significant element of trust and estate work.
- The Honourable Justice Neville Adderley (Bahamas)
- Dame Sarah Asplin DBE QC (England and Wales)
- Bailiff William Bailhache (Jersey)
- The Honourable Ms Justice Marie Baker (Republic of Ireland)
- Madam Justice Sandra K Ballance (Canada)
- Sir Michael Birt (Jersey)
- Sir William Blackburne (England and Wales)
- The Honourable Mr Justice Bokhary (Hong Kong)
- Registrar Christopher Boyle (Australia)
- Registrar Sandra Boyle (Australia)
- The Right Honourable Lord Justice Briggs (England and Wales)
- Commissioner Julian Clyde-Smith (Jersey)
- The Honourable Mr Justice Cullity – Retired (Canada)
- The Right Honourable Lord Justice Drummond Young (Scotland)
- The Honourable Justice Arthur Emmett (Australia)
- Sir Edward Christopher Evans-Lombe (England and Wales)
- The Honourable Justice Paul Finn (Australia)
- The Honourable Justice Eileen Gillese (Canada)
- Judge Lewis Goldblatt (South Africa)
- The Honourable Justice Gray (Australia)
- The Honourable Justice William Gummow AC QC (Australia)
- The Honourable J D Heydon AC QC (Australia)
- The Right Honourable Professor Sir Robin Jacob (England and Wales)
- The Honourable Mr Justice Craig M Jones (Canada)
- The Right Honourable Lord Justice Lewison (England and Wales)
- Sir Gavin Lightman (England and Wales)
- Mr Denzil Lush, Senior Judge, Court of Protection (England and Wales)
- The Honourable Justice Nettle QC (Australia)
- The Honourable Mr Justice Nugee (England and Wales)
- The Honourable Justice Pagone (Australia)
- Sir Jonathan Parker (England and Wales)
- Judge Owen Rogers (South Africa)
- The Honourable Anthony Smellie QC (Cayman Islands)
- The Honourable Lord Tyre CBE QC (Scotland)
- The Right Honourable Lord Justice Vos (England and Wales)
- The Right Honourable Lord Walker of Gestingthorpe (United Kingdom)
- The Right Honourable Sir Nicholas Wall (England and Wales)
- The Honourable Mr Justice Peter Young AO (Australia)
- The Honourable Mr Justice Ralph Zulman (South Africa)
Student status is granted to those studying one of the entry level STEP Certificates. Once they have accumulated 60 entry level credits students are automatically upgraded to Affiliate Membership.
Friends of STEP
If you are not eligible to join STEP as a member but you’re interested in Trusts and Estates, or you work in a related field, keep updated with STEP news and events by becoming a Friend of STEP