Meeting the Needs of Modern Families
STEP has undertaken a research project, sponsored by TMF Group, to gather insight about the families that STEP members advise and their wealth and succession planning needs.
Being a member has undoubtedly turbocharged my knowledge and network; sometimes I feel I’m ten years ahead thanks to STEP, says James von Simson TEP.
The Cross-Border Estates SIG is hosting a webinar entitled ‘Inherent inheritance: Dealing with spousal rights on death’ on 7 December at 16.00 – 17.30 GMT.
The STEP Australia conference 2022 takes place from 27-29 March in Sydney.
Delegates can choose to attend in-person or virtually.
STEP Certificate in Anti-Money Laundering.
Whatever your training or experience, we have a membership category that’s right for you.
Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.
Read the latest STEP Journal
In Issue 5 of the STEP Journal 2021, we shine a spotlight on Europe, looking at tax updates across the continent and the changing trusts landscape in Switzerland. This issue also has a special focus on compliance and careers, covering compliance passports, beneficial ownership reporting and AML rules. This issue also celebrates our STEP Private Client Awards 2021/22 recipients.
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.