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.

Modern families research reports

Modern families can often be complicated families: they can be challenging, diverse, intricate, and all over the map – often literally – and their needs are equally complex. Identifying and navigating their needs requires expertise and collaboration across borders, cultures and professions.

60 Seconds interview

In anticipation of the STEP Bermuda Conference we spoke to one of the speakers, Nicholas Jacob TEP.

Join a SIG

Join over 5,000 experienced professionals across 65 countries and 1,800 organisations.

Cayman Conference

Join us at the STEP Cayman Conference, taking place on 18-19 January 2024 at the Ritz-Carlton Hotel.

Contentious Estates

The Contentious Estates course will enable you to deal more effectively with this type of work and ultimately avoid or mitigate stress for your clients.


The 2022/23 CPD audit is due to commence in October 2023. You may wish to ensure your CPD records are up to date in case you are asked to submit your records.

STEP's Jobs Board

Find your ideal role, or recruit your ideal candidate.

How to join STEP

There are four levels of STEP membership: Full Member (TEP) – our highest level of membership for experienced practitioners; Associate; Affiliate; and Student – entry-level membership for those just starting out.

Depending on your experience and qualifications/credentials you can join STEP as a Student, Affiliate or Full Member (TEP). Practitioners who join at Student or Affiliate level can work their way up to TEP status via our Exam or Essay Route, or through acquiring the necessary level of experience.

Industry News

The Superior Court of Justice of Ontario has considered the minimal evidentiary threshold required to proceed with a will challenge in the province, setting out the evidence needed to satisfy the...


HM Revenue & Customs (HMRC) has launched a campaign to persuade taxpayers to voluntarily disclose any unpaid tax on crypto-asset transactions, possibly going back to the emergence of crypto-assets.


Member countries of the United Nations General Assembly have voted by a 125 to 48 majority to bring international tax cooperation within the UN's remit.

STEP Annual Review 2022/23

Read the 2022/23 Annual Review for an insight into what STEP has achieved over the year.

Digital Assets hub

STEP has produced a series of short video clips that explain some of the key terminology relating to digital assets. We produced these clips in response to the findings of STEP’s digital assets research report – Digital assets: A call to action.

Setting Standards

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