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STEP is the global professional association for those advising families across generations. Our mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice.

Anniversary Interview

I much appreciate all the work STEP has done in influencing government policy and legislation, providing a calm knowledgeable view on taxation too, says Laura Banks TEP.

Digital Assets

Join this Thought Leadership webinar on 21 September to hear the findings of our digital assets survey run with the Cloud Legal Project.

Virtual STEP UK Tax

The Virtual STEP UK Tax, Trusts and Estates Conference, taking place on 15 October 2021, is established as the essential annual update for all STEP practitioners.

Qualifications

STEP Diploma in International Trust Management.

Join STEP

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

Setting Standards

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

Read the latest STEP Journal

In Issue 4 of the STEP Journal 2021, we shine a spotlight on North America, exploring the latest legislative developments in Canada and the US, particularly the remote witnessing of wills. This issue also has a special focus on family business, with our cover feature delving into reputation management for high-net-worth individuals and their families.

Read full issue

New Guide to Responsible Stewardship of Wealth

Responsible stewardship is interwoven throughout the fabric of society. It informs the way we plan for our immediate and long-term needs, the needs of our current family members and future generations. This Guide, sponsored by IQ-EQ, seeks to engender a discussion on responsible stewardship and what it means for wealth holders.

More information

Industry News
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Almost all of the EU Member States have refused to brief the European Parliament on their enforcement and implementation of the Directive on Administrative Cooperation (DAC) in the field of taxation...

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An ordinance introducing mutual recognition of matrimonial and family judgments between mainland China and Hong Kong will come into operation on 15 February 2022.

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The England and Wales High Court (EWHC) has clarified the costs principles engaged where a will challenge is abandoned mid-trial.

COVID-19

STEP has been monitoring the development of the COVID-19 situation around the world. Our primary concern is the health and wellbeing of our members, our staff, our volunteers, and our event and course delegates and we are working to support our members across the world through this difficult time.