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Come back to STEP

Has your membership lapsed? Re-join today to give your career a boost for 2023 and you won’t pay any membership fees until April!

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18th Annual International Estate Planning Institute

Join us at the 18th Annual International Estate Planning Institute, taking place on 30 March - 31 March 2023 @Ease, New York, USA.

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STEP South Africa Conference

Join us at the upcoming STEP South Africa Conference, taking place on 17-18 April 2023 at the Sandton Convention Centre in Africa’s industrial heartland of Johannesburg.

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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

Explore STEP’s Digital Assets Hub, where we have pulled together fresh news, features and resources to keep you up to date with the latest digital assets developments.

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STEP Blog

Liz Skinner discusses the Digital Assets Special Interest Group's focus on the QuadrigaCX founder Gerald Cotten's estate, during last month's Special Interest Spotlight Sessions.

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Philanthropy Advisors Group winners

Congratulations to Herbert Smith Freehills for winning Philanthropy Team of the Year at the Private Client Awards!

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STEP Australia Conference

The conference programme provides an unparalleled opportunity to broaden your knowledge and network with Australian trust and estate practitioners. Queensland, 4-6 June 2023.

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The Informed Trustee

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

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STEP Jobs Board

Find your ideal role, or recruit your ideal candidate.

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Setting Standards

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

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Read the latest STEP Journal

Issue 6 of the STEP Journal delves into the complex world of technology and digital assets; from NFTs and social media to mental capacity and digital footprints. This issue also shines a spotlight on Europe, exploring the latest developments in taxation and cross-border planning.

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Meeting the Needs of Modern families

This STEP research project offers insight on the families our members advise and their wealth and succession planning needs. With thanks to our sponsors, TMF Group.

Industry News
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Overseas entities' property ownership information may be permanently publicly available in UK

As the 31 January 2023 deadline approaches for the registration of foreign ownership of UK property on the country’s register of overseas entities, it has been noted that overseas entities that...

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'Failure to prevent' offence to be added to new UK economic crime Bill

A 'failure to prevent fraud' offence is to be added to the Economic Crime and Corporate Transparency Bill currently being debated in the House of Commons, Minister of State for Security Tom Tugendhat...

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Brazil increases regulation of crypto-asset market

Brazil’s Law 14,478 of 2022 was published on December 22, 2022 in the Official Gazette (Diário Oficial da União). The law enacts increased regulation of the cryptocurrency market and adds penalties...

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STEP Annual Review 2021/22

Read the 2021/22 Annual Review for an insight into what STEP has achieved over the year.

Russia-Ukraine conflict

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

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