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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.


In celebration of National Inclusion Week, STEP’s Chief Executive Mark Walley writes about what STEP is doing to ensure inclusion at every level of the organisation.

Digital Assets inventory

We have updated our digital assets inventory. It is best practice for practitioners to encourage clients to undertake an inventory as part of their estate planning, incapacity planning and to assist in estate and trust administration.

Asia Conference

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

Professional Postgraduate Diploma

The STEP Professional Postgraduate Diploma in Private Wealth Advising is an advanced programme for senior industry practitioners and TEPs.

STEP Directory

Search for STEP members, firms, branches or jurisdictions.


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

The Mexican government has proposed its economic package for 2023, with a focus on the fight against avoidance and evasion rather than the creation of new taxes.


The Dutch government has presented economic proposals for 2023 onwards, including changes to corporate and personal income tax and a limitation on tax exemptions for foreign workers.


The UK government has published the Economic Crime and Corporate Transparency Bill, following on from measures introduced in March 2022. Among other measures, the Bill presents reforms to Companies...

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.