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Founder's Awards 2021

Branches and regions are invited to submit their nominations to STEP Head Office for this year's Awards.

Nominations close on 27 October 2021.

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STEP Asia Virtual Conference 2021

The premier event in Asia’s wealth management industry returns virtually across three half-days from 16-18 November 2021.

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STEP Web Events

Reducing the stress and burden for your probate clients
3 November 2021.

Sponsored by Exizent.

Register here

STEP is the global professional association for those advising families across generations. Our mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice.

Anniversary Interview

Insisting on high educational standards and practices has made STEP the thought leader in the industry, says Hélène Lewis TEP.

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SIG Webinar

The impact of Gen Z on Business Families 26 October 2021.

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Thought Leadership

Webinar: Mental Capacity: the abuse of trust in practice 19 October 2021.

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Qualifications

STEP Advanced Certificate in Cross-Border Estates.

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Join STEP

Whatever your training or experience, we have a membership category that’s right for you.

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Setting Standards

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

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Read the latest STEP Journal

In Issue 4 of the STEP Journal 2021, we shine a spotlight on North America, exploring the latest legislative developments in Canada and the US, particularly the remote witnessing of wills. This issue also has a special focus on family business, with our cover feature delving into reputation management for high-net-worth individuals and their families.

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Digital Assets: A Call to Action

STEP collaborated with the Microsoft-funded Cloud Legal Project at Queen Mary University of London on a joint research project into estate practitioner views on, and experiences with, digital assets.

More information

Industry News
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New Zealand consults on draft reporting requirements for domestic trusts

The New Zealand Inland Revenue Department (Inland Revenue) has issued a paper setting out its proposed minimum requirements for the financial statements that trustees of domestic trusts will have to...

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EWCA confirms that 1975 Act awards can include conditional fee agreement uplifts

The England and Wales Court of Appeal (EWCA) has confirmed an England and Wales High Court ruling that a maintenance-based award under the Inheritance (Provision for Family & Dependants) Act 1975...

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FATF re-rates Canada on AML and removes it from special measures list

A follow-up report by the global Financial Action Task Force (FATF) has re-rated Canada's level of compliance with FATF's anti-money laundering (AML) recommendations.

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COVID-19

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.

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