Resources

A selection of useful resources for trust and estate practitioners.

Publications
Publications produced by the Society for trust and estate practitioners.
 
Trusts Discussion Forum
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.
 
Brand Guidelines
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.
 
STEP Marketing Portal
A number of marketing resources, ranging from Tip Sheets to interesting and insightful articles on a wide range of marketing practice and strategy.
 
Merchandise
STEP products are now available to order, including ties, umbrellas, scarves and pins.
 

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

See all events