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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 Matthew Gilligan TEP about his role as Student Liaison Officer.

Committee elections

The Steering Committee is currently recruiting candidates to bring its committee to its full complement of twelve members.

Wyoming Conference

Join us on 20-21 September 2024 at the Four Seasons Resort Jackson Hole.

STEP Advanced Certificate in Cross-Border Estates

This course addresses civil-, common- and Shari’a-law systems and case studies from a diverse range of jurisdictions, making it relevant to an international audience.

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

Jersey's government is consulting on draft amendments to the Trusts (Jersey) Law 1984 (TJL84).


The number of people claiming non-domiciled taxpayer status in the UK rose by 7.5 per cent to 74,000 between the 2021-22 and the 2022-23 tax years, according to HM Revenue & Customs figures.


The National Congress of Argentina (Congress) has approved a widespread package of economic reform, including a new incentive regime for large investments and a regularisation regime for tax.