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.

Member subscription renewals

For all members who pay STEP Head Office, your STEP membership was due for renewal on 1 April 2024. Payment of the subscription fee and completion of the member declaration are both required to renew your membership for another year. If you haven’t yet done so, please login today to take action to maintain your membership.


Update on recent FATF and OECD forums to tackle financial crime.

Join a SIG

STEP Special Interest Groups (SIGs) provide the opportunity for practitioners and related professionals to connect and advance their focused areas of practice.

Australia National Trust and Estate Conference

Join us at The Langham Hotel Melbourne, Victoria, Australia, on 8-10 May 2024.

STEP Certificate in Anti-Money Laundering

Protect your firm with an enhanced insight as to how to identify and prevent money laundering.


The 2023/24 CPD year ended on 31 March. Please ensure your CPD records are up to date. Those selected for audit will be notified in the coming months.

Essay Route

Register your next essay for the July submission deadline now.

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.

Industry News

The Court of Final Appeal of Hong Kong (the Court of Final Appeal) has affirmed the validity of the letter of no consent (LNC) regime, an informal procedure under which the Hong Kong police can ask...


Companies House has set up a procedure whereby foreign companies can apply to be removed from the register of overseas entities if they are no longer registered owners of relevant property or land in...


The OECD has released its sixth peer-review of the implementation of its base erosion and profit shifting (BEPS) Action 6 minimum standard on treaty shopping.

Setting Standards

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