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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.

60 Seconds Interview

Being a STEP member has brought unimaginable benefits, says Founder's Award winner Harry Joffe TEP.

Elections

A vacancy has arisen on the Contentious Trusts and Estates Global Special Interest Group (SIG) Steering Committee and they are now accepting applications to fill this vacancy.

Webinar

Testamentary capacity: The international panel of experts will discuss some of the key issues when undertaking a capacity assessment and how best to address them. 30 June 2021

Qualifications

STEP Diploma in Trusts and Estates - England & Wales.

Membership renewal

Your membership renewal was due on 1 April 2021.
 

Setting Standards

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

Industry News
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The Isle of Man's parliament, the High Court of Tynwald (Tynwald), has approved an Order extending the scope of the economic substance rules to cover all partnerships and limited liability companies...

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The final will of a Welsh farmer has been overturned on the basis of lack of testamentary capacity, despite a medical assessment and an expert report suggesting he had capacity when he signed it.

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The Supreme Court of Canada has ruled that the files from the high-profile Sherman estate should be unsealed and publicly accessible, in a decision that has examined privacy, risk and the open court...

Celebrating 30 years of STEP

Read our Anniversary Journal Issue

In Issue 3 of the STEP Journal 2021, we’re celebrating 30 years of STEP! Follow the journey of STEP via a timeline of key moments in history, and hear from our members as they reflect on the past and look to the future. This issue also features a special focus on insurance and investment, and a spotlight on the Crown Dependencies, delving into two separate cases dealing with the issue of ‘mistake’.

New report on societal benefits of trusts

Social and Economic Benefits of Trusts draws together existing evidence and research about the ways in which trusts can be, and are, used for wider societal benefit, and how they impact every facet of society. The aim is to improve understanding and address common misconceptions, presenting the positive evidence base and shining a light on how and why trusts are used.

Read the Report

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.