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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.

STEP Journal +

Hugues Salomé, Natacha Tendeiro and Victoria Kinson look at tax-planning opportunities for US citizens benefiting from the Swiss lump-sum taxation regime.


Join the Cross-Border Estate SIG on 27 September as they explore executor challenges and give advice on prudent cross-border planning.

Malta Conference

The evolution of fiduciary services: Keeping trusts relevant for the future, 6-7 October 2022.


STEP Advanced Certificate in UK Tax for International Clients.

Jobs Board

Find your ideal role, or recruit your ideal candidate.


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

Spain's Andalucía province has announced the immediate abolition of its wealth tax for residents and second homeowners in the region.


The Skinner family has won its appeal against an Upper Tax Tribunal ruling that denied them entrepreneurs' relief from capital gains tax (CGT) on the disposal of business assets held by a trust.


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.