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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New STEP Advanced Certificates

The new STEP Advanced Certificate in UK Tax for International Clients and STEP Advanced Certificate in International Succession and Probate are both now open for enrolment. These new certificates provide enhanced CPD options and enable you to build your expertise in these areas with a professional qualification. MORE...

Qualified Practitioner Route

Register for the Qualified Practitioner (QP) route to membership before 7 June 2012. View the topics for the October 2012 paper submissions and download the registration form. MORE...

Publications

The 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...

Consultation Tracker

STEP keeps a database of all consultations of interest to its members which are currently open or have been recently responded to by STEP. MORE...

News

STEP welcomes LSB’s commitment to regulatory reform 23 April 2012

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Events

STEP Spring Conference - Birmingham
22 May 2012
United Kingdom

STEP South Africa Conference
28 May 2012
South Africa

STEP Private Client Awards 2012/13
19 September 2012
United Kingdom

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