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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.

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60 Second Interview

STEP has provided me with an opportunity to form valuable networking relationships with like-minded colleagues in the legal and financial services industries, says Kelly Gatehouse TEP from Brisbane.


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

4 February 2021

Thought Leadership

Webinar 4: Residency and Domicile: What Will be ‘Home’ in a Post-COVID-19 World?

27 January 2021 - 16.30-17.30



A specialist qualification that offers you a detailed insight into the different issues that arise when dealing with cross-border estate planning and succession worldwide.


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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

The OECD is preparing a public consultation on possible improvements to its Common Reporting Standard (CRS) for the automatic international exchange of financial account data.


The final break between the UK and the EU on 31 December 2020 has caused significant changes to family law jurisdiction rules, with Scotland having revoked Council Regulation (EC) No 2201/2003...


On December 4, 2020, the National Congress of Argentina approved a one-off wealth tax aimed at raising revenues to support the country’s fight against COVID-19. The government hopes to raise ARS3.5...

Setting Standards

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

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