Sign up
Receive updates from STEP to stay on top of industry changes and develop your skills. Sign up today
Home Page
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
Annual General Meeting
STEP's Annual General Meeting (AGM) will be held at 13:45 (GMT/UTC) on Wednesday 6 December 2023
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
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.
Connect with us