Home Page

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.

30th Anniversary Interview

Insisting on high educational standards and practices has made STEP the thought leader in the industry, says Hélène Lewis TEP.

SIG Webinar

The impact of Gen Z on Business Families 26 October 2021.


The STEP Asia Virtual Conference takes place from 16 - 18 November 2021.


STEP Advanced Certificate in Cross-Border Estates.


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

Digital Assets: A Call to Action

STEP collaborated with the Microsoft-funded Cloud Legal Project at Queen Mary University of London on a joint research project into estate practitioner views on, and experiences with, digital assets.

More information

Industry News

The New Zealand Inland Revenue Department (Inland Revenue) has issued a paper setting out its proposed minimum requirements for the financial statements that trustees of domestic trusts will have to...


The England and Wales Court of Appeal (EWCA) has confirmed an England and Wales High Court ruling that a maintenance-based award under the Inheritance (Provision for Family & Dependants) Act 1975...


Brazil’s congress is now discussing amendments to Bill 2303/15 (Projeto de Lei 2303/15), recently approved by a special committee in the Chamber of Deputies of Brazil (Câmara dos Deputados). The Bill...


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.