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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.
Read the latest STEP Journal
Issue 2 focuses on modern families and vulnerable clients. We look beyond the traditional ‘cookie-cutter family’ and explore the rights of cohabitees in England and Wales, and estate planning for younger generations in Canada. The Caribbean and Latin America forms our regional focus, and we speak to STEP's new worldwide Chair.
The STEP Blog
STEP is a member of the Probate User Group, which brings together His Majesty’s Courts and Tribunals Services (HMCTS), professional bodies and charities to address issues with the probate service.
Your opinion matters
We invite both members and non-members of STEP to give us your opinion on the Society by completing this survey.
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.
Professional Postgraduate Diploma
The STEP Professional Postgraduate Diploma in Private Wealth Advising is an advanced programme for senior industry practitioners and TEPs.
Our Strategy
Our strategy to champion the big issues and raise our profile is starting to attract new members and increase engagement with members and stakeholders.
Russia Sanctions
At STEP we are united in our condemnation of the violence and aggression that has led to the unfolding human tragedy in Ukraine.
Get Involved
Volunteer support is crucial to STEP, but it can also offer real benefits to those who get involved.
STEP's governing bodies and committees, and its worldwide network of regions, branches and chapters are all run by members: volunteers who offer their time and expertise to provide essential direction, leadership, guidance, development and support for the Society.
Setting Standards
Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.
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.
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
STEP Annual Review 2021/22
Read the 2021/22 Annual Review for an insight into what STEP has achieved over the year.
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