Home Page

The STEP Diploma

The benchmark qualification for trusts and estates. Recognised globally; tailored for you.

Find out more
STEP Global Congress

STEP Global Congress takes place tomorrow in London. Don’t miss out – 10 tickets remaining!

Register now
Essay Route: Submission Deadline Approaching

The next essay submission deadline is Friday 8 July 2022.
If you have registered an essay, please send it by email to [email protected].

Find out more

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

Responsible Stewardship of Wealth

Download our new publication: Circular Economy Principles for Family Business and Wealth Stewardship: A New Governance and Sustainability Framework

More information

Press Release

The membership body STEP is today making it easier for professionals to meet their career needs by introducing improvements to how its Diploma qualifications are delivered.

Read now
Congress live blog

Attending STEP Congress? Follow our live blog

Read blog
STEP Directory

Search for STEP members, firms, branches or jurisdictions.

Search now
Qualifications

Diploma in International Trust Management.

Find out more
Jobs Board

Find your ideal role, or recruit your ideal candidate.

Find out more
COVID-19

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

Find out more

Read the latest STEP Journal

Issue 3 of the STEP Journal features a regional focus on the Crown Dependencies that covers the latest legislation and regulatory updates. This issue also shines a spotlight on investments, delving into the world of non-fungible tokens, cryptocurrencies, cannabis and other alternative assets that are changing the investment landscape and how we advise.

Read full issue

Industry News
Image
Content

International companies urged to prepare for Hong Kong's foreign income tax reform

Tax advisors are advising corporations that significant changes to Hong Kong's foreign-sourced passive income taxation regime are likely be introduced in January 2023.

Read more
Read more
Image
Content

UK parliamentary committee calls for crackdown on 'professional enablers'

A report from the House of Commons' Foreign Affairs Committee calls on the UK government to strengthen legislation against professional enablers of criminal finance who have helped facilitate the...

Read more
Read more
Image
Content

Chilean reform to introduce wealth tax

The Chilean government’s tax reform, presented on July 1, 2022, will see the introduction of a wealth tax on the top 3 percent of the country’s highest earners, the Ministry of Finance has said.

Read more
Read more
Russia-Ukraine conflict

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

Read more
Setting Standards

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

Find out more