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STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. Find out more.

Meeting the Needs of Modern Families

STEP has undertaken a research project, sponsored by TMF Group, to gather insight about the families that STEP members advise and their wealth and succession planning needs.

More information

30th Anniversary Interview

What other professional body has such a wide and diverse network of members? asks Amanda Simmonds TEP.

Communities

The Cross-Border Estates SIG is hosting a webinar entitled ‘Inherent inheritance: Dealing with spousal rights on death’ on 7 December at 16.00 – 17.30 GMT.

Australia Conference

Taking place on 27-29 March 2022 in Sydney, this conference will bring together leading minds in trusts and estates from across STEP Australia and beyond. Attend in-person or virtually.

Qualifications

STEP Diploma in International Trust Management.

Join STEP

Whatever your training or experience, we have a membership category that’s right for you.

Setting Standards

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

Read the latest STEP Journal

In Issue 6 of the STEP Journal we shine a spotlight on the Asia Pacific region, with updates from China, India, New Zealand and more. We also delve into the world of digital assets and cryptocurrencies in a special technology focus. In addition, read about STEP’s latest thought leadership reports, Digital Assets: A Call to Action and Meeting the Needs of Modern Families.

Read full issue

Industry News
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The European Union Commissioner for Economy, Paolo Gentiloni, has confirmed that implementation of the OECD two-pillar international business taxation agreement is the European Commission's (EC’s)...

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A survey by the Law Society of England and Wales (the Law Society) has found that only a small proportion of solicitors are still using remote witnessing of wills for their clients.

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From today (December 1, 2021) amendments regulating the registration of wills and intestate inheritance have come into force in Peru. The amendments aim to simplify the process of succession planning...

COVID-19

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.