Home Page

Welcome to the latest issue of the STEP Journal

Welcome to Issue 6 of the STEP Journal. This issue shines a spotlight on Europe, examining a number of cross-border considerations involving the vast continent. With a focus on compliance and careers, this issue highlights the changes in STEP’s Diploma curriculum, while also offering a number of articles to encourage personal and professional growth. Delving into the digital world, we explore the increasing recognition of electronic wills and detail how to mitigate cybersecurity issues facing estate advisors.

Read more from the STEP Journal

60 Second Interview

This Private Client Award is a tribute to everyone who helps New Square Chambers have such a strong offering for clients, says Advocate of the Year Alexander Learmonth QC TEP.


Hear a new framework for understanding what families need from advisors: The ten domains of family wealth

4 February 2021

Virtual conference

10th Annual Institute on Tax, Estate Planning and The World Economy

8-9 February 2021



For lawyers, accountants, tax advisors and those in financial services who need a more detailed understanding of their UK-connected international clients’ tax position.



Make the most out of your membership.

Log in to your STEP profile and ensure your contact details, communication preferences and Directory listing is up to date.


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.

STEP Annual Review 2019/20

The 2019/20 STEP Annual Review provides an insight into what STEP has achieved over the year and a look ahead to what's coming up as we move forward into STEP's 30th year.

Read the Annual Review here

Industry News

Ireland has updated its medium-term corporation tax strategy, indicating that this year it will implement several anti-avoidance policies inspired by the European Union.


A record GBP64.5-million worth of art and heritage assets came into public ownership in 2020 through HMRC’s acceptance in lieu and cultural gifts schemes.


The US Department of the Treasury's Financial Crimes Enforcement Network (FinCEN) has proposed that banks and money services businesses (MSBs) start reporting on certain virtual currency and crypto...

Setting Standards

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

Find out more