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STEP is the global professional association for those advising families across generations. Our mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice.

60 Seconds Interview

After being seconded to our trust team, undertaking a formal technical qualification was enormously rewarding, says Helen Price TEP.


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

We have seven specialisms for you to choose from.

South Africa Virtual

Taking place on 20-21 April 2021 this 1.5 day conference will explore the challenges facing trustees and advisors in dealing with beneficiaries and clients across the globe.


The benchmark qualification for those working in the international trust industry.


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Log in to your STEP profile and ensure your contact details, communication preferences and Directory listing is up to date.


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.

New report on societal benefits of trusts

Social and Economic Benefits of Trusts draws together existing evidence and research about the ways in which trusts can be, and are, used for wider societal benefit, and how they impact every facet of society. The aim is to improve understanding and address common misconceptions, presenting the positive evidence base and shining a light on how and why trusts are used.

Read the Report

Industry News

The new US administration has published a plan to tax foreign-source income of US multinational corporations at a much higher rate and reduce incentives for companies to make offshore investments.


The England and Wales Court of Appeal (EWCA) has advised the First-tier Tax Tribunal (FTT) to be reluctant to order HMRC to close an enquiry in response to a taxpayer's application.


On April 5, 2021, the Congress of the Republic of Colombia received the Ministry of Finance’s tax reform Bill. Although the government has declined to comment on specifics of the Bill, it is likely to...

STEP Journal

This issue shines a spotlight on the Caribbean and Latin America, providing updates on wealth structuring, beneficial ownership and new tax rules. This issue also focuses on complex families and vulnerable clients.

Read new issue now