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.

14 June 2024 - WARNING: List seller scams

In recent years, we have seen a steady increase in 'list selling' emails claiming to have the STEP membership list, or an attendance list of one of STEP's conferences.

These emails are scams. STEP does not sell its membership lists. Please see our Privacy Policy for more information on how we look after your data.

Read more

60 second interview

We spoke to Matthew Gilligan TEP about his role as Student Liaison Officer.

Committee elections

Apply to join the Digital Assets SIG Steering Committee by 30 June 2024. Global applications are welcomed.

Private Client Awards

The Awards Ceremony will take place on 19 September 2024 at the London Hilton on Park Lane, UK.

STEP Advanced Certificate in Advising Vulnerable Clients

A comprehensive programme for professionals advising those with issues of mental and physical incapacity.

CPD Audit Notice

The 2024 CPD Audit is due to commence on 27th August. Those selected for audit will be notified via email, please ensure your contact details and CPD record are up to date.

STEP's Jobs Board

Find your ideal role, or recruit your ideal candidate.

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.

Setting Standards

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

Industry News

The Luxembourg government has presented a draft law to parliament that would simplify the country’s minimum-net-wealth tax regime, as well as implementing various income tax measures.


HM Treasury’s consultation on improving the effectiveness of the UK’s anti-money laundering (AML) regulations has now closed. The treasury considered themes including clarity on the scope of the...


The OECD’s Global Forum on Transparency and Exchange of Information for Tax Purposes (the Global Forum) has released its Tax Transparency in Latin America 2024 report. The report details how Latin...