Home Page

STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. Find out more.

Responsible Stewardship of Wealth

Download our new publication: Circular Economy Principles for Family Business and Wealth Stewardship: A New Governance and Sustainability Framework

More information

STEP Journal+

Eesha Arora and Sophie Wettern Kirk explore the different forms of ‘residence’ for UK tax and immigration purposes.

PCA Finalists

The finalists for STEP’s Private Client Awards have been announced. Find out more about the SIG-related categories.

Asia Conference

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

Update your details

Don’t miss out on your member benefits - log in to check your contact details and profile information are correct.

Jobs Board

Find your ideal role, or recruit your ideal candidate.

COVID-19

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

Read the latest STEP Journal

Issue 3 of the STEP Journal features a regional focus on the Crown Dependencies that covers the latest legislation and regulatory updates. This issue also shines a spotlight on investments, delving into the world of non-fungible tokens, cryptocurrencies, cannabis and other alternative assets that are changing the investment landscape and how we advise.

Read full issue

Industry News
Image
Content

The United Arab Emirates (UAE) Ministry of Economy has issued a directive requiring payments for real estate transactions through virtual assets or cash amounts above AED55,000 to be reported to the...

Image
Content

Companies House has now written to all overseas entities who already own or lease property or land in the UK and must register beneficial ownership information on the new register of overseas entities...

Image
Content

The Supreme Court of British Columbia (the Supreme Court) has exercised its discretion to reconsider a decision regarding the validity of a will, examining the document under the presumption of due...

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.