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.
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STEP is the global professional association for those advising families across generations. We promote education and high professional standards among our members, and seek to improve public understanding of the issues faced by families in this area.
Webinars
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.
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