Home Page


The STEP Private Client Awards 2020/21 will take place on 9 December 2020 celebrating the success and recognising the achievements of the leading lights in the wealth management industry.

The Philanthropy Programme

Register now for final two Philanthropy Programme webinars, taking place on 16 September and 21 October

60 seconds with ...

Meet Andrea Jones TEP, the new Chair of STEP Yorkshire

Virtual learning

All our qualifications and courses have gone virtual as a result of COVID-19.

Setting standards

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

Renew membership

Have you renewed your membership for 2020/21 yet? If not, there's no time like the present.

Welcome to the latest issue of the STEP Trust Quarterly Review

This edition of the Trust Quarterly Review looks at the expanding meaning of ‘property’ in the trust context, by reference to recent New Zealand case law; and examines legal professional privilege, data protection and ‘filing systems’ after Dawson-Damer v Taylor Wessing, including the practical implications of that decision. Read more from STEP TQR: June, 2020

Industry News

Mexican legal entities must now submit a notice to the Federal Taxpayers Registry (Registro Federal de Contribuyentes, RFC), informing the RFC of partners or shareholders leaving or joining the...


John and Brenda Archibald have established their claim to a share of the beneficial ownership of a house bought in the joint names of their late mother and their sister, Patsy Alexander, more than 20...


A proposal to create a new digital tax has been presented to the Brazilian Chamber of Deputies (Câmara Dos Diputados), under Bill 2,358/2020.