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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

STEP has enabled me to gain qualifications which are respected within the professional community and to network effectively, says Denese Molyneux 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.

Swiss Alpine Conference

This in-person event will take place on 20-21 January 2022 at the Congress Centre Kursaal, Interlaken, Switzerland.

Qualifications

STEP Diploma in Trusts and Estates - Scotland.

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 5 of the STEP Journal 2021, we shine a spotlight on Europe, looking at tax updates across the continent and the changing trusts landscape in Switzerland. This issue also has a special focus on compliance and careers, covering compliance passports, beneficial ownership reporting and AML rules. This issue also celebrates our STEP Private Client Awards 2021/22 recipients.

Read full issue

Industry News
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A preliminary judgment by the Court of Justice of the European Union (CJEU) has set out some conditions that must be satisfied when one EU Member State requests cross-border tax cooperation from...

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The case of Al Saleh v Nakeeb (2021 EWHC 3186 Fam) illustrates the complications faced by the England and Wales High Court (EWHC) when handling the Islamic custom of talaq, by which a husband can...

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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.