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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.

Member subscription renewals

For all members who pay STEP Head Office, your STEP membership was due for renewal on 1 April 2024. Payment of the subscription fee and completion of the member declaration are both required to renew your membership for another year. If you haven’t yet done so, please login today to take action to maintain your membership.

The STEP Blog

STEP Southern Central and the Institute of Legacy Management (ILM) held a collaboration event at Winchester Cathedral, England, on 24 April 2024.

Decoding Digital Assets

We hope readers will find the included resources, commentary and insights useful, and will be able to take this knowledge forward to better serve their clients.

UK Annual Tax Conference

21 June 2024, London, For those that can’t make the in-person event, the webcasts are available to purchase now.

Advanced Certificate in Advising the Family Business

This course is one of two Advanced Certificates STEP has developed to equip advisors the knowledge of the emerging themes and concepts in this fast-evolving field of practice.

PCRT Resources

Professional Conduct in Relation to Taxation (PCRT) sets out the principles and standards of behaviour expected of all STEP members: TEPs, Associates and Affiliates who advise on UK tax matters.

Your opinion matters

Help us to understand your priorities and improve the service we offer to you.

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

Colombia’s Directorate of National Taxes and Customs (Dirección de Impuestos y Aduanas Nacionales, DIAN) has issued a ruling clarifying the significant economic presence (SEP) rules created by the...


Switzerland's Federal Council (the Council) has agreed to introduce compulsory due diligence for certain activities by legal professionals and establish a non-public federal register of beneficial...


The deliberate continuance of a Canadian-controlled private corporation (CCPC) to the British Virgin Islands did not constitute abusive tax planning and does not warrant ministerial use of the general...