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STEP Benelux Conference

Family wealth: Navigating global change and new paradigms on the 14-15 March 2024 at the DoubleTree by Hilton Amsterdam Central Station

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STEP Directory

Search for STEP members, firms, branches or jurisdictions

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STEP Bermuda Conference

Join us on 29-30 November 2023 at the Bermuda Underwater Exploration Institute. Connect with a global network of professionals, forging strategic partnerships and connections that last far beyond the Conference.

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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.

Press Release

STEP launches Global Representative Power to help protect millions of people across the globe from financial abuse

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Modern Families: a Private Client Perspective

Here, readers will find resources, commentary and insight into how they can best serve their clients

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Thought Leadership Series

Join us for this FREE webinar focusing on practical issues when minors inherit cross-border assets between civil and common law systems, taking place on 14 December 2023

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Advanced Certificates

STEP Advanced Certificate in Advising Vulnerable Clients

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Annual General Meeting

STEP's Annual General Meeting (AGM) will be held at 13:45 (GMT/UTC) on Wednesday 6 December 2023

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STEP's Jobs Board

Find your ideal role, or recruit your ideal candidate

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STEP Journal

Welcome to Issue 5 of the STEP Journal, in which we celebrate the winners of the STEP Private Clients Awards. In this issue, we also focus on compliance and regulation from England and Wales to the Crown Dependencies and France.

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.

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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
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FATF reports South Africa’s progress in AML measures

A Financial Action Task Force (FATF) follow-up report on South Africa's anti-money laundering (AML) regime has found significant improvements in many respects, although some areas remaining in partial...

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FTT overturns UK income tax and CGT charges on three renovations in five years

A builder has defeated HMRC’s attempt to charge him GBP1 million in income tax and penalties on his profits from buying, renovating and selling three properties within five years. He has also avoided...

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ATO to challenge ruling in Bendel trust loan case

The Australian Taxation Office (ATO) is to appeal against the Administrative Appeals Tribunal's decision in favour of the taxpayer in the Bendel case, concerning loans made to trusts and unpaid...

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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.

Setting Standards

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

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