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

60-second interview

We spoke to Bronwyn Prior TEP from Employer Partner BDO about her career, STEP and STEP qualifications.

RSOW Hub

Explore Responsible Stewardship of Wealth Hub, where we have pulled together news, features and resources to provoke thought and raise awareness of the opportunities available to wealth owners to be guided by stewardship principles and values.

Global Congress

Our flagship thought leadership event returns for 2025 in Rome, Italy. Last time, more than 350 delegates joined us from 47 countries.

Contentious Estates

The Contentious Estates course will enable you to deal more effectively with this type of work and ultimately avoid or mitigate stress for your clients.

CPD Audit Notice

The 2024 CPD Audit is due to commence on 27th August. Those selected for audit will be notified via email, please ensure your contact details and CPD record are up to date.

STEP Directory

Search for STEP members, firms, branches or jurisdictions.

STEP Annual Review 2022/23

Read the 2022/23 Annual Review for an insight into what STEP has achieved over the year.

Read the Annual Review

How to join STEP

There are four levels of STEP membership: Full Member (TEP) – our highest level of membership for experienced practitioners; Associate; Affiliate; and Student – entry-level membership for those just starting out.

Depending on your experience and qualifications/credentials you can join STEP as a Student, Affiliate or Full Member (TEP). Practitioners who join at Student or Affiliate level can work their way up to TEP status via our Exam or Essay Route, or through acquiring the necessary level of experience.

Setting Standards

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

Industry News
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The OECD's Global Forum on Transparency and Exchange of Information for Tax Purposes (the Global Forum) has published new reports on the compliance of Ecuador, Israel, Lithuania, Moldova, Sint Maarten...

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A woman who paid over GBP3 million for a house with 12 acres of woodland attached has succeeded in obtaining a reduction in her GBP372,750 stamp duty land tax (SDLT) bill.

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The Taiwanese finance ministry has decreed that offshore trustees must register with its tax authorities when a tax-resident settlor transfers the shares or capital of a controlled foreign corporation...