Books

The Society, in co-operation with leading publishers, produces a number of essential texts for practitioners.

Contributing authors are drawn from the Society's substantial expert membership and are leaders in their respective fields.

For more information on any of these books, please email editor@step.org

To order any of these books, please email orders@step.org.

STEP Guide to Trusts and Investments

STEP Guide to Trusts and Investments

What is the investment role of a professional trustee? What is active asset allocation?

STEP Accounting Guidelines

STEP Accounting Guidelines

STEP’s Accounting Guidelines for Trusts and Estates is an essential handbook for all practitioners.

A Practical Guide to the Transfer of Trusteeships

A Practical Guide to the Transfer of Trusteeships

This book reviews the difficulties that arise on the transfer of trusteeships.

The Regulation of Trust and Company Service Providers

The Regulation of Trust and Company Service Providers

This book contains a research study into anti-money laundering and conduct of business.

Booklet: Trust Taxation in Switzerland


Trust Taxation in Switzerland Booklet


A guide to the taxation of trusts in Switzerland.

STEP Endorsed Books



Business Families Book


STEP members also receive a discount on relevant industry books that STEP has endorsed.

Towards a Level Playing Field, 2nd Ed.


Towards a Level Playing Field, 2nd Ed

Towards a Level Playing Field: Regulating Corporate Vehicles in Cross-Border Transactions, 2nd ed.

STEP E&W Practice Rule to Trustee Exemption Clauses

Step E&W Practice Rule to Trustee Exemption Clauses


These guidance notes formalise what is accepted best practice among STEP members.

Deconstructing National Tax Blacklists


Deconstructing National Tax Blacklists

Deconstructing National Tax Blacklists discusses the blacklists operated by large countries against smaller ones.
© 2012 Society of Trust & Estate Practitioners