Home Page

60 second interview

It's unwise to ignore the digital assets and other digital remains left behind when someone dies, says SIG Spotlight speaker Dr Elaine Kasket.

Digital Assets

Hear from experts in the industry involved with technology/service providers; their experiences and their point of view in addressing estate planning of digital assets.

Webinar: Monday 30 November 2020, 17:00 GMT/UTC

Thought Leadership

The Thought Leadership Series of webinars, running from September 2020 through to March 2021, will bring you virtual access to the most topical content from the STEP Global Congress programme, which we were unable to hold in 2020 due to COVID-19.

Cross-Border Estates

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

Setting standards

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


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.

Welcome to the latest issue of the Trust Quarterly Review

This edition of the Trust Quarterly Review looks at the expanding meaning of ‘property’ in the trust context, by reference to recent New Zealand case law; and examines legal professional privilege, data protection and ‘filing systems’ after Dawson-Damer v Taylor Wessing, including the practical implications of that decision.

Read more from Trust Quarterly Review: September, 2020

Industry News

The Council of Europe's anti-money laundering (AML) monitoring body, MONEYVAL, has kept the Isle of Man in its 'enhanced follow-up' special measures regime, although its evaluation report found the...


The England and Wales Court of Appeal (EWCA) has overturned a financial remedy arbitration award after the ex-husband protested that it was unfair.


The Supreme Court of Canada has heard submissions on the unsealing of court documents relating to the estates of billionaires Bernard and Honey Sherman. The case follows the high-profile murders of...