Home Page

Latest Press Release

We are pleased to announce the appointment of Brian Walters as STEP’s new Director of Markets, Brian will join us on 17 August as a member of our executive team to lead on growth across markets and sectors. Welcome Brian!


The Philanthropy Programme is hosting two further webinars this year, designed to support your technical expertise in trusts and estates, develop your philanthropy advisory practice and expand your network.


The STEP Private Client Awards 2020/21 virtual awards ceremony will take place on 9 December 2020 celebrating the success and recognising the achievements of the leading lights in the wealth management industry.

Founder’s Awards

This year’s Awards opened on Wednesday 22 July, and branches and regions are invited to submit their nominations to STEP Head Office.

Setting standards

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

Upgrade Membership

As you gain more credits from STEP qualifications and more experience in the industry, you will be able to progress to the next level of STEP membership.

Welcome to the latest issue of the STEP Trust Quarterly Review

This edition of the Trust Quarterly Review looks at the expanding meaning of ‘property’ in the trust context, by reference to recent New Zealand case law; and examines legal professional privilege, data protection and ‘filing systems’ after Dawson-Damer v Taylor Wessing, including the practical implications of that decision. Read more from STEP TQR: June, 2020

Industry News

Jersey has begun consulting on secondary legislation regarding the beneficial ownership disclosure provisions of the Financial Services (Disclosure and Provision of Information) Law, which was enacted...


The personal representatives (PRs) of deceased teacher and clergyman Michael Studdert have been ordered not to distribute the rest of his GBP4.7 million net estate until they have published notice...


Mauritius has enacted the Anti-Money Laundering and Combatting the Financing of Terrorism (Miscellaneous Provisions) Act. The legislation amends 19 existing laws in order to comply with Financial...