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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.

60 Seconds interview

In anticipation of the STEP Bermuda Conference we spoke to one of the speakers, Nicholas Jacob TEP.

Join a SIG

Join over 5,000 experienced professionals across 65 countries and 1,800 organisations.

Cayman Conference

Join us at the STEP Cayman Conference, taking place on 18-19 January 2024 at the Ritz-Carlton Hotel.

Contentious Estates

The Contentious Estates course will enable you to deal more effectively with this type of work and ultimately avoid or mitigate stress for your clients.

Come back to STEP

Apply to rejoin today and you won’t pay any membership fees until April 2024!

Founder's Awards

2023 Founder’s Awards for Outstanding Achievement.

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


The Central London County Court has considered a case of possible discrimination under the Equality Act 2010, after a firm followed the Russia (Sanctions) (EU Exit) Regulations 2019 (the 2019...


The Superior Court of Justice of Ontario has considered the minimal evidentiary threshold required to proceed with a will challenge in the province, setting out the evidence needed to satisfy the...

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.