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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.

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.

Join a SIG

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

Guernsey Conference

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

The Informed Trustee

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

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.

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.

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.

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

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


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.


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...

STEP Annual Review 2021/22

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