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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.

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.

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Press Release

STEP announced the winners of its 2023/24 Private Client Awards last night during a ceremony at the London Hilton on Park Lane.

Digital assets: Explained

We have produced a series of short video clips that explain some of the key terminology relating to digital assets.

Europe Conference

Join us on 12-13 October 2023 at the Budapest Marriott Hotel, where we will explore a range of topical issues focused on wealth management and estate planning.

The Informed Trustee

The Informed Trustee equips trustees with the knowledge needed to be successful charity board members.

STEP Branch Chairs' Assembly

After four years of connecting virtually, the STEP Branch Chairs' Assembly will be returning in-person, in London, on 6 December 2023.

STEP Election Results

We are delighted to announce that the following elections are now declared and the results published across all constituencies.


STEP Journal

Welcome to Issue 4 of the STEP Journal. We shine a spotlight on North America, exploring the utility of US trusts for Latin American families, the practice of ‘hot-tubbing’ in Canadian courts and the new US Corporate Transparency Act. This issue also offers a focus on family business, as well as a special careers feature, where we celebrate high-achieving STEP students.

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

The Costa Rican tax authority has issued a private letter ruling giving a general opinion on the taxation of crypto-assets.


Ireland's finance minister has published plans for the introduction of a corporation tax participation exemption for foreign-sourced dividends with effect from 2025. The exemption will be included in...


The Powers of Attorney Bill completed its parliamentary passage without amendment on 14 September 2023. It now awaits royal assent.

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.