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STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. Find out more.

Meeting the Needs of Modern Families

STEP has undertaken a research project, sponsored by TMF Group, to gather insight about the families that STEP members advise and their wealth and succession planning needs.

More information

30th Anniversary Interview

STEP has enabled me to gain qualifications which are respected within the professional community and to network effectively, says Denese Molyneux TEP.

Communities

The Cross-Border Estates SIG is hosting a webinar entitled ‘Inherent inheritance: Dealing with spousal rights on death’ on 7 December at 16.00 – 17.30 GMT.

Swiss Alpine Conference

This in-person event will take place on 20-21 January 2022 at the Congress Centre Kursaal, Interlaken, Switzerland.

Qualifications

STEP Diploma in Trusts and Estates - Scotland.

Join STEP

Whatever your training or experience, we have a membership category that’s right for you.

Setting Standards

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

Read the latest STEP Journal

In Issue 6 of the STEP Journal we shine a spotlight on the Asia Pacific region, with updates from China, India, New Zealand and more. We also delve into the world of digital assets and cryptocurrencies in a special technology focus. In addition, read about STEP’s latest thought leadership reports, Digital Assets: A Call to Action and Meeting the Needs of Modern Families.

Read full issue

Industry News
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The Supreme Court of Canada (the Supreme Court) has found for the taxpayer company in the Alta Energy case (2021 SCC 49), clarifying to some extent the application of the general anti-avoidance rule...

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Among a number of key announcements made on the UK government's Tax Administration and Maintenance Day on Tuesday (30 November), the most important was that there will be no significant changes to the...

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From today (December 1, 2021) amendments regulating the registration of wills and intestate inheritance have come into force in Peru. The amendments aim to simplify the process of succession planning...

COVID-19

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.