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STEP is the global professional association for those advising families across generations. Our mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice.

Anniversary Interview

In the first of our 30th anniversary interviews, meet Council member Felicity Keller TEP, who says STEP has kept to its central tenet of providing high quality professional education.

Join a SIG

Update your specialisms and focused areas of practice with STEP’s Special Interest Groups (SIGs). We have seven global SIGs for you to choose from.

Anniversary Celebration

Join us at our virtual event on 28 July to celebrate the success of STEP and all our members!


STEP Advanced Certificate in Cross-Border Estates.

Membership renewal

Your membership renewal was due on 1 April 2021.

Setting Standards

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

Industry News

Russian Federal Law No.287-FZ comes into force on 1 March 2022, allowing Russian business owners to transfer business and personal assets worth at least RUB100 million to new private foundations.


HMRC has published further proposals designed to clamp down on promoters of tax avoidance arrangements, as part of a series of announcements of legislative measures to be included in Finance Bill 2021...


Pursuant to the Anti-Money Laundering Act of 2020, the US Department of the Treasury's Financial Crimes Enforcement Network (FinCEN) has issued the Anti-Money Laundering and Countering the Financing...

Celebrating 30 years of STEP

Read our Anniversary Journal Issue

In Issue 3 of the STEP Journal 2021, we’re celebrating 30 years of STEP! Follow the journey of STEP via a timeline of key moments in history, and hear from our members as they reflect on the past and look to the future. This issue also features a special focus on insurance and investment, and a spotlight on the Crown Dependencies, delving into two separate cases dealing with the issue of ‘mistake’.

New Guide to Responsible Stewardship of Wealth

Responsible stewardship is interwoven throughout the fabric of society. It informs the way we plan for our immediate and long-term needs, the needs of our current family members and future generations. This Guide, sponsored by IQ-EQ, seeks to engender a discussion on responsible stewardship and what it means for wealth holders.

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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.

The consultation on modernising LPAs has been published, Emily Deane TEP writes