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Welcome to the latest issue of the STEP Journal

Welcome to Issue 6 of the STEP Journal. This issue shines a spotlight on Europe, examining a number of cross-border considerations involving the vast continent. With a focus on compliance and careers, this issue highlights the changes in STEP’s Diploma curriculum, while also offering a number of articles to encourage personal and professional growth. Delving into the digital world, we explore the increasing recognition of electronic wills and detail how to mitigate cybersecurity issues facing estate advisors.

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60 Second Interview

STEP brings the best practitioners together at one table, says Dr Roderik Strobl, chair of STEP Zurich Centre and Verein,


Hear a new framework for understanding what families need from advisors: The ten domains of family wealth

4 February 2021

Virtual conference

10th Annual Institute on Tax, Estate Planning and The World Economy

8-9 February 2021



This qualification will help those involved with the creation and administration of trusts to anticipate, and avoid, the common pitfalls which can lead to trust litigation.



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Log in to your STEP profile and ensure your contact details, communication preferences and Directory listing is up to date.


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

A new and extensively revised version of the Legal Sector Affinity Group's (LSAG’s) anti-money laundering (AML) guidance has been issued in draft form.


Italy has extended its special taxation regime to include workers who move their tax residency to Italy while working remotely for an overseas employer.


The Solicitors Regulation Authority (SRA) has begun disciplinary action against law firms in England and Wales who do not publish basic price information on certain legal services.

Setting Standards

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

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