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The STEP Private Client Awards 2020/21 will take place on 9 December 2020 celebrating the success and recognising the achievements of the leading lights in the wealth management industry.


Hosted by STEP’s Philanthropy Advisors Special Interest Group (SIG), this webinar will consider responsible stewardship of wealth in advancing social equity and the role of advisors on these issues in today’s climate.

60 seconds with ...

Meet Andrea Jones TEP, the new Chair of STEP Yorkshire.

Virtual learning

All our qualifications and courses have gone virtual as a result of COVID-19.

Setting standards

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

Renew membership

Have you renewed your membership for 2020/21 yet? If not, there's no time like the present.

Welcome to the latest issue of the STEP Trust Quarterly Review

This edition of the Trust Quarterly Review looks at the expanding meaning of ‘property’ in the trust context, by reference to recent New Zealand case law; and examines legal professional privilege, data protection and ‘filing systems’ after Dawson-Damer v Taylor Wessing, including the practical implications of that decision. Read more from STEP TQR: June, 2020

Industry News

Single family offices (SFOs) conducting securities investment business in the Cayman Islands are soon to be regulated under the Securities Investment Business Law (SIBL), the Cayman Ministry of...


The England and Wales High Court (EWHC) has upheld the Crown Prosecution Services' (CPS’) decision not to prosecute three people accused of fraudulently securing the estate of Reginald Atkins and...


The Court of Appeal of British Columbia has upheld a so-called “secret trust” that overruled the rules of intestacy under the Wills, Estates and Succession Act (SBC 2009), as well as severing a joint...