Home Page

STEP UK Annual Tax Conference

This popular conference returns for 2023 to provide your essential UK tax update. Back in person, choose from one of our four venues across the UK: 24 May - Birmingham, 9 June - Leeds, 23 June - London.

Register now
Join STEP

Elevate your career. Join the leading global network of trust and estate professionals.

Join now
STEP Elections

We are delighted to announce that the following elections are now declared and the results published across all constituencies.

Find out more

STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. Find out more.

Read the latest STEP Journal

Issue 2 focuses on modern families and vulnerable clients. We look beyond the traditional ‘cookie-cutter family’ and explore the rights of cohabitees in England and Wales, and estate planning for younger generations in Canada. The Caribbean and Latin America forms our regional focus, and we speak to STEP's new worldwide Chair.

Read full issue

60 second interview

As part of celebrating last year's Private Client Awards winners we spoke to Simon Jennings TEP who won the Lifetime Achievement Award 2022.

Read now
Join a SIG

Enhance your knowledge in trusts and estates by joining a Special Interest Group for free today.

Explore the SIGs
Guernsey Conference

Join us at the Beau Sejour - Dave Ferguson Hall on 15 June 2023.

Register now
The Informed Trustee

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

Find out more
Russia Sanctions

At STEP we are united in our condemnation of the violence and aggression that has led to the unfolding human tragedy in Ukraine.

Find out more
Your opinion matters survey

We invite both members and non-members of STEP to give us your opinion on the Society by completing this survey.

Find out more

Get Involved

Volunteer support is crucial to STEP, but it can also offer real benefits to those who get involved.

STEP's governing bodies and committees, and its worldwide network of regions, branches and chapters are all run by members: volunteers who offer their time and expertise to provide essential direction, leadership, guidance, development and support for the Society.

View our volunteer vacancies

Setting Standards

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

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.

Visit the hub

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
Image
Content

South Africa introduces new regulations on moving assets overseas

The South African Revenue Service (SARS) has introduced new controls on the procedures used by resident individuals to transfer their funds overseas.

Read more
Read more
Image
Content

UK to revoke numerous EU-related tax laws by end of 2023

The UK government has published a list of retained EU laws that it intends to revoke by the end of 2023, due to the UK's exit from the European Union.

Read more
Read more
Image
Content

Financial remedy rulings should remain anonymous, say UK judges' committee

The final report of the Financial Remedies Court sub-group of the UK judiciary's Transparency Implementation Group has recommended that parties in financial remedy proceedings should remain anonymous...

Read more
Read more

STEP Annual Review 2021/22

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