The STEP Private Client Awards are the most important awards as they are judged by our peers and backed by such a respected international organisation, says Richard Joynt of Ocorian Jersey.
Home Page
STEP is the global professional association for those advising families across generations. We promote education and high professional standards among our members, and seek to improve public understanding of the issues faced by families in this area.
Mental Capacity
Hear best practices for estate practitioners when addressing assessment of capacity virtually.
Webinar: 1 December 2020, 11:00 GMT/UTC
Thought Leadership
Webinar 4: Residency and Domicile: What Will be ‘Home’ in a Post-COVID-19 World?
27 January 2021 - 16.30-17.30 GMT
Qualifications
This qualification is designed for those who need a detailed understanding of their UK-connected international clients’ tax position.
Setting Standards
Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.
COVID-19
STEP has been monitoring the development of the COVID-19 situation around the world. Our primary concern is the health and wellbeing of our members, our staff, our volunteers, and our event and course delegates and we are working to support our members across the world through this difficult time.
Welcome to the latest issue of the STEP Journal
Welcome to Issue 5 of the STEP Journal. This issue shines a spotlight on the Asia-Pacific region, exploring China’s first-ever judicial recognition of testamentary trusts, and an NSW Commission’s approach to accessing digital records upon death or incapacity, among others. From property insurance and reporting compliance to purpose-driven investment, this issue also shares the latest in investment and insurance trends globally.
Read more from STEP Journal,October 2020
Industry News
Connect with us