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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.

Alerts

  • Warning - list scams: We have seen a steady increase in 'list selling' emails claiming the STEP membership list or an attendance list of one of STEP's conferences. These emails are scams. Find out more
Industry News
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The US Internal Revenue Service (IRS) has declared an end to its policy of issuing automatic penalties for late reporting of foreign gifts and bequests and certain foreign trust transactions.

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On 30 October 2024, the UK government published draft legislation for the final form of its new tax regime for non-domiciled resident individuals (non-doms).

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The Financial Action Task Force (FATF) has adopted the latest mutual evaluation report of Argentina. The assessment was undertaken jointly by FATF and Financial Action Task Force of Latin America...

Tackling Economic Crime

Expert analysis of existing measures to combat financial crime and practical recommendations on how to address the gaps

Download your copy

60-second interview

In anticipation of the upcoming STEP Bermuda Conference we spoke to one of the speakers, Gina Pereira TEP.

Responsible Stewardship of Wealth Hub

W have pulled together news, features and resources to provoke thought and raise awareness of the opportunities available to wealth owners to be guided by stewardship principles and values.
 

UK Post-Budget Briefing: Navigating key tax changes and the impacts on clients

Explanation of new tax measures introduced by the Chancellor.

Advanced Certificate in 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.

CPD Audit Notice

The 2024 CPD Audit commenced on 27 August. Those selected for audit have been notified via email and must submit their CPD records for review by 27 October.

STEP's Jobs Board

Find your ideal role, or recruit your ideal candidate.

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.

Setting Standards

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