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This year’s conference will take place on 12-13 November 2024 at the Marina Bay Sands in Singapore. Join us to hear from a global line-up of industry experts as they focus on the depth and breadth of topics impacting planning strategies for families.
Our flagship thought leadership event returns for 2025 in Rome, Italy. Last time, more than 350 delegates joined us from 47 countries.
Participate in our global insights survey on attitudes to wealth and taxation by 13 November 2024.
Expert analysis of existing measures to combat financial crime and practical recommendations on how to address the gaps
In anticipation of the upcoming STEP Bermuda Conference we spoke to one of the speakers, Gina Pereira TEP.
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.
Explanation of new tax measures introduced by the Chancellor.
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.
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.
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.
Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.
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