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STEP Essay Route

Essay topics for 2023 are now available for registration.

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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 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

Key highlights from expert discussions about mental capacity, philanthropy and international clients, by Liz Skinner, Communications Manager at STEP

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Contentious Trusts and Estates Group winners

Congratulations to Baker McKenzie for winning Contentious Trusts and Estates Team of the Year (large firm) at the Private Client Awards!

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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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The Informed Trustee

The Informed Trustee equips trustees with the knowledge needed to be successful charity board members.

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STEP's Jobs Board

Find your ideal role, or recruit your ideal candidate.

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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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India's budget proposes reduction of top rates of income tax and restriction of gift tax relief

India's Union Budget 2023-2024 proposes to reduce the concessional tax regime income tax surcharge from 37 to 25 per cent from 1 April 2023.

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Bitcoin developers must defend litigation to restore crypto-asset fraud victim's keys, rules EWCA

A cryptocurrency expert is to be allowed to continue his litigation against the Bitcoin Association in an attempt to recover several billion dollars of Bitcoin stolen from him in a hacking attack.

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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.