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60 Seconds Interview

Meet James Painter of MP Analytics who’s speaking at next month’s STEP South Africa Virtual Conference.

Update Specialisms

Our Special Interest Groups (SIGs) provide the opportunity for practitioners and related professionals to connect and advance their focused area of practice.

We have seven specialisms for you to choose from.

South Africa 2021

Taking place on 20-21 April 2021 this 1.5 day virtual conference will explore the challenges facing trustees and advisors in dealing with beneficiaries and clients across the globe.



This course covers the law and best practice in relation to will preparation, enabling you to provide clients with technical, high-quality wills. By enhancing your client-facing skills, you will be able to offer your clients a holistic, comprehensive service that meets the highest levels of competence and professional standards.

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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.

Industry News

A meeting of European Union ministers has given qualified majority approval to a proposal for a directive on public country-by-country (CbC) reporting.


Yesterday's (3 March 2021) Budget announcement freezes the inheritance tax (IHT) threshold, the residence nil-rate band (RNRB) taper, the capital gains tax (CGT) annual exempt amount and the pensions...


Ontario’s Bill 245, the Accelerating Access to Justice Act 2021, proposes significant reforms to succession law in the province, including making the audio-visual witnessing of wills a permanent...

Setting Standards

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

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New report on societal benefits of trusts

Social and Economic Benefits of Trusts draws together existing evidence and research about the ways in which trusts can be, and are, used for wider societal benefit, and how they impact every facet of society. The aim is to improve understanding and address common misconceptions, presenting the positive evidence base and shining a light on how and why trusts are used.

Read the Report

STEP Journal

This issue has a special focus on charity and philanthropy, which has never been more relevant or important to private client advisors. We also shine a spotlight on the UK and Ireland, providing updates on immigration, capital gains tax on divorce, and recent developments from the courts. This issue also features a thought leadership piece on wealth taxes in a post-COVID world, and looks at a new model for practitioners working with ultra-high-net-worth families.