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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.

60 second interview

We spoke to Yasmin Hoque from AL-HQ Law & More, recent winners of last year's STEP Private Client Awards.

Join a SIG

STEP Special Interest Groups (SIGs) provide the opportunity for practitioners and related professionals to connect and advance their focused areas of practice.

STEP Alpine Conference

Join us for this two-day event at Congress Kursaal Interlaken, Switzerland on 22-23 May 2024.

STEP Advanced Certificate in Cross-Border Estates

A specialist qualification offers detailed insight into the issues that arise when dealing with cross-border estate planning and succession worldwide.


The 2023/24 CPD year ended on 31 March. Please ensure your CPD records are up to date. Those selected for audit will be notified in the coming months.


Join the leading global network of trust and estate professionals.

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

Israel's parliament has approved an amendment to the Income Tax Ordinance, introducing new reporting obligations for new and returning residents and for trusts.


A woman who resigned her membership of a family farming partnership in 2010, without agreeing any financial terms, has won her claim to be paid the value of her share in the partnership assets as at...


The Superior Court of Justice of Ontario has granted an application for the production of a draft will under section 9 of the Estates Act 1990 (the Estates Act).

Setting Standards

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