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STEP is the global professional association for those advising families across generations. Our mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice.

Anniversary Interview

STEP is truly leading the field, and making significant contributions, in all aspects of technology in the trust and estate industry, says Kimberley Martin TEP.

Special Interest Groups

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

Australia Conference

This STEP Conference, bringing together leading minds in trusts and estates from across STEP Australia and beyond, is not to be missed.

7-9 November 2021

Qualifications

STEP Diploma in International Trust Management.

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.

Industry News
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Nigeria's government has launched a voluntary offshore assets regularisation scheme, opening declaration facilities in Abuja, Dubai and, most recently, London.

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The England and Wales Court of Appeal (EWCA) has reversed HMRC’s Upper Tax Tribunal (the Upper Tribunal) victory in the long-running Ingenious Media Group partnership litigation.

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The State of California’s Assembly Bill 150 has allowed a so-called “workaround” for taxpayers’ USD10,000 limitation on state and local tax (SALT) deductions on their federal income tax returns.

Celebrating 30 years of STEP

Read our Anniversary Journal Issue

In Issue 3 of the STEP Journal 2021, we’re celebrating 30 years of STEP! Follow the journey of STEP via a timeline of key moments in history, and hear from our members as they reflect on the past and look to the future. This issue also features a special focus on insurance and investment, and a spotlight on the Crown Dependencies, delving into two separate cases dealing with the issue of ‘mistake’.

New Guide to Responsible Stewardship of Wealth

Responsible stewardship is interwoven throughout the fabric of society. It informs the way we plan for our immediate and long-term needs, the needs of our current family members and future generations. This Guide, sponsored by IQ-EQ, seeks to engender a discussion on responsible stewardship and what it means for wealth holders.

More information

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.

STEP Blog
The consultation on modernising LPAs has been published, Emily Deane TEP writes