For the Public

Find a member, make a complaint or find out more about planning for your family’s future

What STEP members do

STEP members spend their professional lives working with families and tackling real problems. Common issues for members to advise on are: 

  • Providing for a husband or wife after the death of a spouse while protecting the interests of any children;
  • Ensuring that a family business will pass safely from one generation to another; care and support for elderly or vulnerable relatives;
  • Ensuring that families with interests and family members spread across differing countries are compliant with the laws and tax rules of different jurisdictions; and helping donors support philanthropic causes in an effective way.
  • STEP members are also required to keep the process of preparing your will open and transparent

Find a Member via our Online Directory

How does STEP ensure its members are best qualified to represent my interests?

STEP’s primary focus is on professional development. We offer a number of formal qualifications ranging from entry-level programmes to advanced certificates and diplomas. These formal qualifications are supplemented by resources designed to help our members maintain and develop their skills and knowledge so that they can best serve their clients.

Members are expected to abide by STEP's Professional Code of Conduct, which sets out the key ethical and professional standards a member should uphold. In England & Wales, STEP members who draft wills are also bound by STEP's Will Code. These professional standards provide a clear understanding of what to expect from a STEP Member. If you feel one of our members is not acting in accordance with STEP’s professional standards, you can make a complaint via our Complaints and Disciplinary Process.

Working to protect families

We take a leading role in explaining our members’ views and expertise to governments, tax authorities, regulators and the public.

We have consistently campaigned for fair, transparent and consistent tax rules to give families the confidence to make long-term plans. We also work to defend families’ right to legitimate confidentiality in their financial affairs and to protect their information from risk of abuse.

We therefore work closely with governments and regulatory authorities to highlight the impact of any proposed changes to legislation and provide technical support and advice where appropriate.

Professional Standards

If you feel one of our members is not acting in accordance with STEP’s professional standards, you can make a complaint.

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Advice & Information

We have developed a series of leaflets on issues relating to family inheritance and succession.

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Glossary of Terms

A useful guide to some of the terms you may come across in relation to wills, probate and succession.

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