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. More...

Need an issue solved or good quality advice?

Use a STEP practitioner to support you through any trusts, estates or related issues. STEP members (TEPs) provide expert advice on how to comply with the often complex law and tax rules surrounding trusts, estates and inheritance.

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  • Private Client Awards
  • STEP Canada

Entries are now open!

The STEP Private Client Awards highlight excellence among private client solicitors/attorneys, accountants, barristers, bankers, trust managers and financial advisors. The Awards are your opportunity to demonstrate excellence to your peer group and your clients. MORE...

New family business research report available

Research commissioned by STEP and the IFB has revealed that family business owners do not feel that traditional technical qualifications alone are sufficient for a competent family business advisor. The ability to effectively deal with various personalities in a complex family situation is found to be of equal importance. MORE...

Join STEP via the Qualified Practitioner Route

Experienced trust and estate practitioners can demonstrate their knowledge by preparing three papers in order to gain Full STEP Membership and the designation TEP. The registration deadline for the next intake is 7 June 2013. MORE…

Publications

STEP JournalThe Society produces a number of specialist publications for practitioners. The STEP Journal is the official magazine of the Society and the STEP Directory and Yearbook features valuable jurisdictional information as well as member listings. MORE...

News

Model taxpayer charter to promote greater fairness in taxation across the world 13 May 2013
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Events

STEP Miami 4th Annual Summit 2013
31 May 2013
United States of America

STEP Israel 2013 Conference
18 June 2013

STEP Jersey 20th Anniversary Dinner
28 June 2013
Channel Islands

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Society of Trust and Estate Practitioners