Sign up
Receive updates from STEP to stay on top of industry changes and develop your skills. Sign up today
Home Page
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
In anticipation of James Quarmby TEP speaking at the upcoming STEP Bermuda Conference, we spoke to him about the Conference and his session within it.
Research Reports
Download Circular Economy Principles for Family Business and Wealth Stewardship: A New Governance and Sustainability Framework.
Asia Conference
This year’s conference will take place on 12-13 November 2024 at the Marina Bay Sands in Singapore.
Advanced Certificate in Advising Vulnerable Clients
The will preparation qualification enables will draftsmen to provide an excellent service to their clients, whatever their circumstances.
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 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
Connect with us