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STEP Private Client Awards

Seen as the hallmark of quality in the private client industry around the world, entries are open to STEP members and non-members until 14 April 2023.

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STEP 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.

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STEP South Africa Conference

Join us at the upcoming STEP South Africa Conference, taking place on 17-18 April 2023 at the Sandton Convention Centre in Africa’s industrial heartland of Johannesburg.

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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

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.

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STEP Blog

Contentious Trusts and Estates: trusts and access to justice in light of family and operational diversity, by Kaitlyn Gutzke, Managing Editor, STEP Journal.

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Business Families Group winners

Congratulations to Stonehage Fleming for winning Multi-Family Office Team of the Year at the Private Client Awards!

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STEP Private Client Awards 2023/24

STEP has launched the 18th annual Private Client Awards. Entries are open until 14 April 2023

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STEP Essay Route

Essay topics for 2023 are now available for registration.

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STEP Deputy Chairs appointed

Rod Luker TEP, of STEP South Australia, and Alan Milgate TEP, of STEP Cayman Islands, have been elected as Deputy Chairs of STEP’s worldwide Board.

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Setting Standards

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

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Read the latest STEP Journal

Issue 6 of the STEP Journal delves into the complex world of technology and digital assets; from NFTs and social media to mental capacity and digital footprints. This issue also shines a spotlight on Europe, exploring the latest developments in taxation and cross-border planning.

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Meeting the Needs of Modern families

This STEP research project offers insight on the families our members advise and their wealth and succession planning needs. With thanks to our sponsors, TMF Group.

Industry News
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Australia Federal Court split on trust reimbursement case

The Full Federal Court of Australia (the Federal Court) has, in part, allowed the Australian Tax Authority's (ATO’s) appeal in the Springer case, involving transactions between a discretionary trust...

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Forty per cent of foreign entities fail to meet UK reporting deadline

The deadline for non-UK entities that own UK property to register their ultimate beneficial owners (UBOs) with Companies House passed on 31 January 2023.

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Canadian court accepts handwritten will as deceased’s final testamentary intentions under succession Act

The Supreme Court of British Columbia has applied the principals of the province’s Wills, Estates and Succession Act (the Act) to rule that a handwritten will represents the deceased’s “fixed and...

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STEP Annual Review 2021/22

Read the 2021/22 Annual Review for an insight into what STEP has achieved over the year.