Home Page

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

The STEP Blog

STEP is a member of the Probate User Group, which brings together His Majesty’s Courts and Tribunals Services (HMCTS), professional bodies and charities to address issues with the probate service.

Your opinion matters

We invite both members and non-members of STEP to give us your opinion on the Society by completing this survey.

Australia Conference

The conference programme provides an unparalleled opportunity to broaden your knowledge and network with Australian trust and estate practitioners. Queensland, 4-6 June 2023.

Professional Postgraduate Diploma

The STEP Professional Postgraduate Diploma in Private Wealth Advising is an advanced programme for senior industry practitioners and TEPs.

Our Strategy

Our strategy to champion the big issues and raise our profile is starting to attract new members and increase engagement with members and stakeholders.

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.

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

A deed executed by Ernesto and Josephine Colicci promising to make wills leaving their family business to their two children has been held legally binding by the England and Wales High Court.


The US federal Supreme Court has unanimously ruled that the Internal Revenue Service (IRS) is not required to provide notice when seeking the records of innocent third parties, provided the purpose is...


A Canadian widow who was beneficiary of her late husband's registered retirement savings plan (RRSP) counted as her husband's spouse for tax purposes when the funds were transferred to her after his...

STEP Annual Review 2021/22

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