Resources

Leaflets published by STEP include: STEP Explained, Trusts Explained and What to do when Someone Dies.

STEP TV has been developed to provide members with an information resource that delivers unprecedented access to the knowledge and insight of world renowned trust and estate practitioners.

The Wealth Directory project is an ongoing development with over 300 wealth sector organisations worldwide at various stages of completion.

The Trusts Discussion Forum is a moderated mailing list dedicated to discussion by practitioners of topics relating to the drafting and administration of trusts, wills and other private client issues including taxation.

News releases, technical briefings and guidance, responses to consultations across the world, and policy documents about the latest developments affecting TEPs.

These brand guidelines have been prepared as a reference resource for use by STEP Worldwide branches and our external agencies. In this section you will find a lot of useful information, from the correct use of the STEP logo through to a library of templates for all marketing materials.

The STEP Helpline is a telephone service available to all STEP members and students. This advice line covers a number of jurisdictions across a range of specialist topics.

A number of marketing resources, ranging from Tip Sheets to interesting and insightful articles on a wide range of marketing practice and strategy.