Home Page

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

All members who pay STEP Head Office will be receiving your annual subscription notices via email over the coming weeks. Payment of the subscription fee and completion of the member declaration are due by 1 April 2024.

Please note, our emails will always come from @step-email.org or @step.org and we do not send invoices out with our renewal notices. All members are required to log into the STEP website to agree to their declaration and to either pay online securely or download their invoice from there.

60 second interview

We spoke to Matthew Gilligan TEP about his role as Student Liaison Officer.

Join a SIG

Joining a STEP SIG is easy. To join a STEP SIG, simply log in or register and click on 'Edit your SIGs' where you can select the SIG/s you want to join.

19th Annual International Estate Planning Institute

STEP New York and the New York State Bar Association are pleased to present this two-day institute in New York, US on 14-15 March 2024.

STEP Certificate in Anti-Money Laundering

Protect your firm with an enhanced insight as to how to identify and prevent money laundering.

PCRT resources

Professional Conduct in Relation to Taxation (PCRT) sets out the principles and standards of behaviour expected of all STEP members.

STEP Bahamas Conference

Join us in Nassau, Bahamas on 21-22 March 2024.

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.

Industry News

The Financial Action Task Force (FATF) has published its mutual evaluation report on the British Virgin Islands' (BVI’s) anti-money laundering (AML) controls.


The England and Wales Court of Protection (EWCOP) has ruled that unidentified charities who were to benefit from a residuary gift in a statutory will must be notified when the will is changed.


The Supreme Court of British Columbia has found that a missing will was either intentionally or accidentally destroyed, lost or stolen and so the testator must be presumed to have died intestate.

Setting Standards

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