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

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.

More information

30th Anniversary Interview

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.

Communities

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.

Conference

The STEP Australia conference 2022 takes place from 27-29 March in Sydney.

Delegates can choose to attend in-person or virtually.

Qualifications

STEP Certificate in Anti-Money Laundering.

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 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.

Read full issue

Industry News
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The Australian Tax Office (ATO) has abandoned the so-called 'backpacker tax' introduced in 2016, after the High Court of Australia found it to be in clear breach of the country's tax treaty...

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The Solicitors Regulation Authority (SRA) for England and Wales is proposing to close the solicitors indemnity fund (SIF) and end its post-six-year run-off cover.

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Ontario's state government has announced plans to require privately held corporations in the province to collect and record the identities and details of individuals who exercise significant control...

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.