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.

Meeting the Needs of Modern Families

STEP has undertaken a research project, sponsored by TMF Group, to gather insight about the families that STEP members advise and their wealth and succession planning needs.

More information

Trust Quarterly Review

This issue includes an exploration of claims by adult children in England and Wales since Ilott v Mitson and part three of our global retrospective of the state of trusts.

Join a SIG

Join over 5,000 experienced professionals across 65 countries and 1,800 organisations.

Global Congress

The Global Congress will take place in London on 7-8 July 2022 with a quality programme of presentations and debates that deal with the big issues our profession faces.


STEP Advanced Certificate in UK Tax for International Clients.


Whatever your training or experience, we have a membership category that’s right for you.


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

Read the latest STEP Journal

In Issue 6 of the STEP Journal we shine a spotlight on the Asia Pacific region, with updates from China, India, New Zealand and more. We also delve into the world of digital assets and cryptocurrencies in a special technology focus. In addition, read about STEP’s latest thought leadership reports, Digital Assets: A Call to Action and Meeting the Needs of Modern Families.

Read full issue

Industry News

Italy’s Ruling no. 9 of 11 January 2022, issued last week, provides guidance concerning its criteria for disregarding a Liechtenstein family foundation (Stiftung) for Italian income tax purposes. The...


From April 2023, owners of second homes in England will not qualify to pay business rates rather than council tax unless they can prove that the properties are actually rented out as a self-catering...


The Colombian tax authority has issued Resolution No.164, establishing the criteria for identifying the ultimate beneficial owner (UBO) of legal entities or structures without legal status.

60 second interview

STEP’s greatest contribution has been in the field of education, says Keith Moss.

Setting Standards

Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.