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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.

Anniversary Interview

STEP is truly leading the field, and making significant contributions, in all aspects of technology in the trust and estate industry, says Kimberley Martin TEP.

Special Interest Groups

Our specialist cross-border estates qualification offers you a detailed insight into the different issues that arise when dealing with cross-border estate planning and succession worldwide.

Australia Conference

This STEP Conference, bringing together leading minds in trusts and estates from across STEP Australia and beyond, is not to be missed.

7-9 November 2021

Qualifications

STEP Diploma in International Trust Management.

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.

Industry News
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An Isle of Man appeal court has ruled that the trustees of four family trusts are obliged to appoint a new protector following the original protector's resignation, even though the trust deed's text...

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A specialist unit set up by HMRC to examine the tax avoidance risks posed by family investment companies (FICs) has been wound up after finding no evidence of correlation between the use of FICs and...

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An undertaking given by a solicitor practising through a limited liability partnership (LLP) is not directly enforceable through a summary court order, the UK Supreme Court (UKSC) has ruled.

Celebrating 30 years of STEP

Read our Anniversary Journal Issue

In Issue 3 of the STEP Journal 2021, we’re celebrating 30 years of STEP! Follow the journey of STEP via a timeline of key moments in history, and hear from our members as they reflect on the past and look to the future. This issue also features a special focus on insurance and investment, and a spotlight on the Crown Dependencies, delving into two separate cases dealing with the issue of ‘mistake’.

New Guide to Responsible Stewardship of Wealth

Responsible stewardship is interwoven throughout the fabric of society. It informs the way we plan for our immediate and long-term needs, the needs of our current family members and future generations. This Guide, sponsored by IQ-EQ, seeks to engender a discussion on responsible stewardship and what it means for wealth holders.

More information

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.

STEP Blog
The consultation on modernising LPAs has been published, Emily Deane TEP writes