Home Page

Essay Route: Submission Deadline Approaching

The next essay submission deadline is Friday 7 October 2022.
If you have registered an essay, please send it by email to [email protected].

Find out more
STEP Europe Conference

Taking place on 22 - 23 November 2022 in Luxembourg, this conference is a must-attend event for trust and estate practitioners working in Europe.

Register now
STEP Asia Conference

The STEP Asia Conference will return as an in-person event on 15-16 November at the Marina Bay Sands, Singapore.

Register now

STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. Find out more.

STEP Journal +

Tanya Roberts and Christina Pippas review parental responsibility legislation in the UK and the issue of relocating children following a divorce.

Read now
STEP Election Results

We are delighted to announce that the following elections are now declared and the results published across all constituencies.

Find out more
Jersey Conference

Join us on 14 October to hear from expert speakers on a range of topical issues and network with peers at the post-conference drinks reception at the Petit Pomme Restaurant.

Register now
STEP Diploma

Tailor the STEP Diploma to meet your career needs.

Find out more
Thought Leadership Series

The next free webinar in our Thought Leadership Series will be discussing modern families and gender identity and will take place on 19 October 2022.

Register now
Setting Standards

Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.

Find out more

Read the latest STEP Journal

Issue 4 of the STEP Journal shines a spotlight on North America, exploring amendments to various trusts, wills and intestacy legislation, as well as significant decisions in the courtroom. Its special careers focus features articles on neurodiversity, mental health and the latest updates to STEP’s educational pathways.

Read full issue

Industry News
Image
Content

Bermuda economic substance reforms result in EU white-listing

The European Union has declared that Bermuda has reformed its tax system in line with EU demands, and has accordingly removed the jurisdiction from its 'grey list' of jurisdictions whose commitment to...

Read more
Read more
Image
Content

HMRC queries 'exceptional circumstances' claims relating to tax residence test

HMRC is sending educational letters to thousands of taxpayers whose self-assessment returns between 2020 and 2022 include 'exceptional circumstances' claims for days that do not count towards their...

Read more
Read more
Image
Content

Canadian court interprets complex bequest of trust property

The Supreme Court of British Columbia (the BC Supreme Court) has interpreted the language of three wills to decide the ultimate beneficiary of a charitable bequest of CAD500,000.

Read more
Read more
Russia-Ukraine conflict

STEP's statement on Ukraine, what you need to know about sanctions and members' responsibilities.

Read more