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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.

Visit the hub

Press Release

To mark National Inclusion Week 2023, STEP’s Chief Executive, Mark Walley, is sharing an update on equality, diversity and inclusion (EDI) at STEP.

SIG Elections

Apply to join one of the Global SIG Steering Committees by 30 September 2023. Our Global Special Interest Groups' (SIGs') steering committees are accepting applications to fill a number of vacancies.

Asia Conference

Join us on 14-15 November 2023 at the Grand Hyatt in Hong Kong. This annual conference is a must-attend event in the diaries of leading practitioners around the world.

Advanced Certificates

STEP Advanced Certificate in UK Tax for International Clients. This qualification is designed for those who need a detailed understanding of their UK-connected international clients’ tax positions.


The 2022/23 CPD audit is due to commence in October 2023. You may wish to ensure your CPD records are up to date in case you are asked to submit your records. Members will be notified if they have been selected for audit and will have two months to respond.

Committee Vacancies

Would you like to get more involved with STEP? We would love to have you! There are lots of opportunities, from serving on your local branch committee to getting involved in our central Board Committees.

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 US Internal Revenue Service (IRS) will establish a special unit to focus on large or complex pass-through entities such as partnerships and S-corporations that do not pay corporate income tax.


The Financial Conduct Authority (FCA) has published its assessment of sanctions systems and controls in financial services firms, alongside compliance good practice recommendations.


Hong Kong and Bangladesh have signed a comprehensive double taxation arrangement (DTA), largely based on the OECD's 2017 Model Tax Convention on Income and Capital.

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.