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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.

60 Seconds Interview

Meet Amanda Brown QC, who will be speaking at next month's Virtual UK Annual Tax Conference.

Digital Assets

STEP and the Cloud Legal Project at Queen Mary University of London would like your input into joint research to ascertain the awareness, experiences and concerns of practitioners in dealing with digital assets.

CAF Webinar

Free Webinar: Complicated assets, regulatory compliance, and impactful giving.

Experts will discuss donating complicated assets, staying compliant in a rapidly changing global regulatory landscape and the steps that must be considered in the creation of impactful charitable planning.


The STEP Diploma in Trusts and Estates is the benchmark, professional qualification recognised by the private client industry; providing you with in-depth insights into the legal, tax and accounting aspects of trusts and estates in Scotland.

Membership renewal

Your membership renewal was due on 1 April 2021.

If you haven’t yet done so, login to renew your membership and re-confirm your member agreement.


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.

Industry News

The European Data Protection Board (EDPB) has told EU Member States to re-assess whether their tax information exchange agreements with third countries comply with the General Data Protection...


The BBC presenter Gary Lineker is challenging a GBP4.9-million income tax and national insurance contributions (NICs) bill assessed under the IR35 intermediaries legislation.


A recent case in the Supreme Court of British Columbia has considered the moral duty of a parent to provide for their children in their estate, varying a deceased father’s will to provide for his...

STEP Journal

This issue shines a spotlight on the Caribbean and Latin America, providing updates on wealth structuring, beneficial ownership and new tax rules. This issue also focuses on complex families and vulnerable clients.

Read new issue now

New report on societal benefits of trusts

Social and Economic Benefits of Trusts draws together existing evidence and research about the ways in which trusts can be, and are, used for wider societal benefit, and how they impact every facet of society. The aim is to improve understanding and address common misconceptions, presenting the positive evidence base and shining a light on how and why trusts are used.

Read the Report