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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.

STEP Annual Review 2022/23

Read the 2022/23 Annual Review for an insight into what STEP has achieved over the year.


Established 20 years ago by the UN Convention against Corruption (UNCAC), International Anti-Corruption Day is on 9 December.

Digital Legacy Scorecard

The Scorecard assesses the level of difficulty of getting timely access to a user’s account in the event of their death or incapacity, based on the service provider’s Terms of Service Agreement.

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 Will Preparation - England and Wales.

STEP's Jobs Board

Find your ideal role, or recruit your ideal candidate.

Committee Vacancies

Would you like to get more involved with STEP? We would love to have you!

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.

Industry News

The Bahamas is revising its economic substance reporting regime for the second time in 2023, following an OECD review in October 2023. The review requested three changes to legislation that was...


The judge in charge of the London Circuit Commercial Court has published a detailed discussion of topical issues in cryptocurrency claims in England and Wales.


The whole of the Isle of Man Trusts and Trustees Act 2023 is now in operation.

Modern families research reports

Modern families can often be complicated families: they can be challenging, diverse, intricate, and all over the map – often literally – and their needs are equally complex. Identifying and navigating their needs requires expertise and collaboration across borders, cultures and professions.

Setting Standards

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