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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.

Russia-Ukraine conflict

STEP's statement on Ukraine, what you need to know about sanctions and members' responsibilities.

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

60 Second Interview

We spoke to Matthew Fleming, a Partner from KPMG LLP, who will be part of a session on the first day of the STEP UK Annual Tax Conference 2022 where a team of dispute specialists from KPMG Law will give a live experience of a mock tax mediation.

Philanthropy Session

Join us for this specialist session at STEP Global Congress - Reinventing philanthropy for greater environmental impact, 7 July 2022, London.

Europe Virtual Panel Discussions

The popular STEP Europe Virtual Panel Discussions are returning to discuss the current issues and developments facing practitioners in Europe and further afield. This series of six webinars will run once a month until June 2022.

Qualifications

STEP Advanced Certificate in Will Preparation

Membership Renewal

If you haven't yet done so, please log into the STEP website to renew your membership for another year. Membership renewals are now due.

COVID-19

STEP is monitoring the development of the COVID-19 situation around the world.

Read the latest STEP Journal

Issue 2 of the STEP Journal has a Caribbean and Latin America regional focus and covers protector powers in offshore trusts and legislative updates. Surrogacy, polygamy, predatory marriage and estranged families are the topic focus.

Read full issue

60 second interview

Anderson Strathern is a Platinum Partner in STEP's Employer Partnership Programme. To mark our 30th anniversary, we spoke to Carole Tomlinson TEP about how STEP helps their business.

Industry News
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The Federal Ministry of Finance of Germany has issued a circular giving legally binding guidance on the income tax treatment of virtual currencies and other tokens.

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The England and Wales Court of Appeal (EWCA) has upheld HMRC’s right to collect unpaid income tax directly from a contractor who arranged to be paid via loans from employee benefit trusts (EBTs).

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Nicaragua's central bank has issued regulations controlling the activities of electronic payment service providers (PSPs) and virtual asset service providers (VASPs).

Setting Standards

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