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STEP Global Congress

The Global Congress will take place in London on 7-8 July 2022 with a quality programme of presentations and debates that deal with the big issues our profession faces.

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Philanthropy – a helpful guide to achieving your client's philanthropic goals

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Sponsored content from Rathbones

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Special Interest Spotlight Sessions Replays

Hear from industry experts and deepen your knowledge in one or more of these specialist areas. Purchase the webinar replays and view them on demand.

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

Meeting the Needs of Modern Families

STEP has undertaken a research project, sponsored by TMF Group, to gather insight about the families that STEP members advise and their wealth and succession planning needs.

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STEP Journal Plus

Jessica Parker maps out a prudential approach for when a family business is facing a criminal or regulatory investigation.

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Academic Community

The Academic Community aims to further research in the fields of practice represented by STEP.

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Europe Virtual Panel

This series of six webinars will run once a month from January 2022 through to June 2022.

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Qualifications

STEP Diploma in International Trust Management.

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Join STEP

Whatever your training or experience, we have a membership category that’s right for you.

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COVID-19

STEP has been monitoring the development of the COVID-19 situation around the world.

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Read the latest STEP Journal

In Issue 6 of the STEP Journal we shine a spotlight on the Asia Pacific region, with updates from China, India, New Zealand and more. We also delve into the world of digital assets and cryptocurrencies in a special technology focus. In addition, read about STEP’s latest thought leadership reports, Digital Assets: A Call to Action and Meeting the Needs of Modern Families.

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Industry News
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Content

Jersey proposes to tax enveloped property transactions

Jersey's government has published draft legislation proposing to impose a new tax on property purchases made through a corporate entity.

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UK private members' Bill would open up deceased's records to family

A private members' Bill to give a deceased or incapacitated person's family immediate access to their digital data, without having to take legal action against digital platforms, has been introduced...

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Colombia issues reporting rules for UBOs

The Colombian tax authority has issued Resolution No.164, establishing the criteria for identifying the ultimate beneficial owner (UBO) of legal entities or structures without legal status.

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60 second interview

STEP is a trusted partner and delivers the voice of practitioners to policy makers, says Gerard McNamara.

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Setting Standards

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

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