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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.

Social and Economic Benefits of Trusts

This report, part of our Thought Leadership series, draws together existing evidence and research about the ways in which trusts can be, and are, used for wider societal benefit, and how they impact every facet of society.

60–second interview

Meet barrister and mediator James Poole, who is speaking at our Special Interest Spotlight Sessions.

Community

Join the Philanthropy Advisors Special Interest Group for its conference on 9 December in London.

UK Tax, Trusts and Estates Conference

We are pleased to announce that this popular conference is taking place this autumn to provide your essential tax, trusts, and estates updates at Manchester on 29 November 2022.

STEP Diploma

The benchmark qualification for trusts and estates: Recognised globally, tailored for you.

STEP Directory

Search for STEP members, firms, branches or jurisdictions.

Setting Standards

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

Read the latest STEP Journal

Issue 5 of the STEP Journal explores developments in the Asia Pacific region, from common intention construction trusts in Hong Kong and the transmission of securities in India to the court’s application of New Zealand’s new trust legislation. This issue’s focus on compliance and regulation covers the UK’s Trust Registration Service in great detail, while also exploring regulatory updates from across the globe.

Read full issue

Industry News
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Measures in the EU Fifth Anti-Money Laundering Directive (5AMLD), requiring EU Member States to give the public unlimited access to their central registers of companies' beneficial owners, are invalid...

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The UK government has now published the final design of the mandatory disclosure rules (MDR) under which financial intermediaries will have to report arrangements that may otherwise avoid...

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The Court of Appeal for Ontario has found that a bank did not fail in any duty to a customer when it did not advise a woman that she was no longer the beneficiary of her husband’s investment accounts...

Russia-Ukraine conflict

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