STEP Endorsed Books

STEP endorses select titles that it judges to be useful to a significant group of members

In most instances, you can order and pay for these books online. Please follow the instructions noted in the individual publication listings below.

NB: While a STEP panel has reviewed these titles and considered them to be useful to a significant group of STEP members, STEP does not accept liability or responsibility for errors or omissions therein.

Business Families and Family Businesses Business Families

Consulting editors: Ian Macdonald TEP and Jonathan Sutton TEP
Price: STEP member GBP90 (plus P&P), non-members GBP112

It not only examines the legal and financial issues that advisors around the globe are required to address but also deals with the complexity of the relationships, the family and business strategy, wealth management and wider family ambitions as well as the identifying and explaining how to deal with the conflicts that often arise. 

Members: Get a discount with your order

Non-members: Order online 

European Cross Border Estate Planning European Cross Border Estate Planning

General Editor: Timothy Lyons QC TEP
Price: STEP member GBP944, non-members GBP1,049

European Cross Border Estate Planning discusses legal entities, the concepts of domicile and residence, considers reliefs and exemptions and explains the law relating to the estates of deceased individuals.

Members: Get a discount with your order

Non-members: Order online

Family Offices: The STEP Handbook for Advisers (May 2015) Family Offices: The STEP Handbook for Advisers

Consulting editor: Clare Archer, Penningtons
Price: STEP member GBP104, non-members GBP130

The family office sphere is of great interest to lawyers, accountants, trust companies, those in private banks and the financial world, as well as family office executives and wealthy families themselves. This new handbook, prepared in association with the Society of Trust and Estate Practitioners, features chapters from leading players in the field, including JP Morgan, SandAire, Family Capital Conservation Limited, Penningtons Solicitors LLP, Baker & McKenzie and Berenberg Bank. 

"With the publication of Family Offices: The STEP Handbook For Advisers, Clare Archer and Barbara R Hauser, the Editors, have raced ahead of rivals in the world of family office scholarship.’" Melissa Langa TEP, Managing Director at Bove & Langa, PC in Boston, Massachusetts. Read Melissa’s full review

Member: Get a discount with your order

Non-members: Order online

Finance and Law for the Older Client Finance and Law for the Older Client

Price – STEP member GBP308, non-members GBP385

This looseleaf is designed to help financial advisers, lawyers and accountants advise their elderly clients on a range of financial and legal topics. It contains easy to access information that is both detailed and practical. 

Endorsed by STEP, a 20% discount is available to STEP members. 

Members: Get a discount with your order

Non-members: Order online

International Protection of Adults

International Protection of Adults Editors: Richard Frimston TEP, Alexander Ruck-Keene TEP, Claire van Overdijk TEP and Adrian Ward MBE TEP
Price: STEP member GBP140 (plus P&P), non-members GBP175

Endorsed by STEP, the International Protections of Adults provides a clear, comprehensive, and unique overview of all relevant capacity and private international law issues, and the existing solutions in common law and civil law jurisdictions and under Hague Convention XXXV. It is the only comprehensive analysis available of the key issues in relation to mental capacity in 52 jurisdictions, delivered by renowned experts in the field.

Members: Get a discount with your order

Non-members: Order online 

The International Family Offices JournalThe International Family Offices Journal

Editor: Barbara R Hauser TEP
Price: STEP member GBP332.50, non-members GBP475 for a one-year subscription (four issues)

International journal featuring articles from leading professionals, who discuss a range of topics including: the various family office models and structures; governance issues; protection of assets; charity projects; consensus and communication within families; next generation issues. Endorsed by, and featuring news alerts from, STEP.

Members: Get a discount with your order

Non-members: Order online 

International Succession Laws International Succession Laws

Consultant Editors: Mark Bridges, and David Way
Price: STEP member GBP262, non-members GBP328

Written by leading practitioners from around the world, this looseleaf title is an important service for trust practitioners, lawyers, accountants and banks.

Members: Get a discount with your order

Non-members: Order online

Planning and Administration of Offshore and Onshore Trusts Planning and Administration of Offshore and Onshore Trusts title=

Consultant Editors: Simon Jennings, Joseph A Field and Anthony Travers
Price: STEP member GBP330, non-members GBP412

Members: Get a discount with your order

Non-members: Order online

Tolley’s Administration of Estates Tolley’s Administration of Estates

Price – STEP member GBP340, non-members GBP425

In this one volume not only are all the important legal aspects discussed, but also tax and accounts issues are fully covered - and a variety of useful examples of completed forms and accounts help to provide practical assistance.

Approximately two issues per year (invoiced separately). Endorsed by STEP, a 20% discount is available to STEP members.

Members: Get a discount with your order

Non-members: Order online

Tolley’s Administration of Trusts Tolley’s Administration of Trusts

Price – STEP member GBP311.20, non-members GBP389

Written by a team of more than 20 distinguished and leading experts in the field, Tolley's Administration of Trusts provides practical and accessible guidance on all aspects of trust administration.

Approximately two issues per year, invoiced separately. Endorsed by STEP, a 20% discount is available to STEP members.

Members: Get a discount with your order

Non-members: Order online

Trust Drafting and Precedents Trust Drafting and Precedents

Editors: Geoffrey Shindler OBE and Julie Bell
Price: Price – STEP member GBP328, non-members GBP410

Members: Get a discount with your order

Non-members: Order online

Trusts in Prime Jurisdictions: Fourth Edition

General Editor: Alon Kaplan TEP
Price:STEP Member GBP161, Non-Members GBP230

Members: Get a discount with your order

Non-members: Order online