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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.

Digital Assets hub

STEP has produced a series of short video clips that explain some of the key terminology relating to digital assets. We produced these clips in response to the findings of STEP’s digital assets research report – Digital assets: A call to action.

Press Release

STEP launches Global Representative Power to help protect millions of people across the globe from financial abuse

Modern Families: a Private Client Perspective

Here, readers will find resources, commentary and insight into how they can best serve their clients

Thought Leadership Series

Join us for this FREE webinar focusing on practical issues when minors inherit cross-border assets between civil and common law systems, taking place on 14 December 2023

Advanced Certificates

STEP Advanced Certificate in Advising Vulnerable Clients

Annual General Meeting

STEP's Annual General Meeting (AGM) will be held at 13:45 (GMT/UTC) on Wednesday 6 December 2023

STEP's Jobs Board

Find your ideal role, or recruit your ideal candidate

STEP Journal

Welcome to Issue 5 of the STEP Journal, in which we celebrate the winners of the STEP Private Clients Awards. In this issue, we also focus on compliance and regulation from England and Wales to the Crown Dependencies and France.

How to join STEP

There are four levels of STEP membership: Full Member (TEP) – our highest level of membership for experienced practitioners; Associate; Affiliate; and Student – entry-level membership for those just starting out.

Depending on your experience and qualifications/credentials you can join STEP as a Student, Affiliate or Full Member (TEP). Practitioners who join at Student or Affiliate level can work their way up to TEP status via our Exam or Essay Route, or through acquiring the necessary level of experience.

The Social and Economic Benefits of Trusts

Trusts have a longstanding tradition under English Common Law. This report draws together existing evidence and research about how trusts are used for wider societal benefit, and impact every facet of society.

Industry News

The Brazilian National Data Protection Agency (Autoridade Nacional de Proteção de Dados, ANPD) has published a draft order on the appointment and role of data protection officers (DPOs) under the...


The Australian Taxation Office (ATO) is to appeal against the Administrative Appeals Tribunal's decision in favour of the taxpayer in the Bendel case, concerning loans made to trusts and unpaid...


The UK government has decided to sign the Hague Convention of 2019 on the Recognition and Enforcement of Foreign Judgments in Civil and Commercial Matters (the 2019 Hague Convention) 'as soon as...

STEP Annual Review 2021/22

Read the 2021/22 Annual Review for an insight into what STEP has achieved over the year.

Setting Standards

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