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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.


In celebration of National Inclusion Week, STEP’s Chief Executive Mark Walley writes about what STEP is doing to ensure inclusion at every level of the organisation.

Digital Assets inventory

We have updated our digital assets inventory. It is best practice for practitioners to encourage clients to undertake an inventory as part of their estate planning, incapacity planning and to assist in estate and trust administration.

Asia Conference

The STEP Asia Conference will return as an in-person event on 15-16 November at the Marina Bay Sands, Singapore.

Professional Postgraduate Diploma

The STEP Professional Postgraduate Diploma in Private Wealth Advising is an advanced programme for senior industry practitioners and TEPs.

STEP Directory

Search for STEP members, firms, branches or jurisdictions.


STEP is monitoring the development of the COVID-19 situation around the world.

Read the latest STEP Journal

Issue 4 of the STEP Journal shines a spotlight on North America, exploring amendments to various trusts, wills and intestacy legislation, as well as significant decisions in the courtroom. Its special careers focus features articles on neurodiversity, mental health and the latest updates to STEP’s educational pathways.

Read full issue

Industry News

Last week (23 September 2022), newly appointed UK Chancellor of the Exchequer, the Rt Hon Kwasi Kwarteng MP presented The Growth Plan 2022 to the House of Commons. The plan contains numerous...


The US government has released a proposed comprehensive regulatory framework for the development of digital assets, addressing the future of money and payment systems, consumer protection and money...


The Supreme Court of British Columbia has refused a request from a mother to remove trustees of a discretionary trust after they rejected her requests for funds for her son, the beneficiary of the...

Russia-Ukraine conflict

STEP's statement on Ukraine, what you need to know about sanctions and members' responsibilities.

Setting Standards

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