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We are pleased to announce the appointment of Brian Walters as STEP’s new Director of Markets, Brian will join us on 17 August as a member of our executive team to lead on growth across markets and sectors. Welcome Brian!


The Philanthropy Programme is hosting two further webinars this year, designed to support your technical expertise in trusts and estates, develop your philanthropy advisory practice and expand your network.


The STEP Private Client Awards 2020/21 virtual awards ceremony will take place on 9 December 2020 celebrating the success and recognising the achievements of the leading lights in the wealth management industry.

Founder’s Awards

This year’s Awards opened on Wednesday 22 July, and branches and regions are invited to submit their nominations to STEP Head Office.

Setting standards

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

Renew Membership

Log in to renew your membership and re-confirm your member agreement.

Welcome to the latest issue of the STEP Trust Quarterly Review

This edition of the Trust Quarterly Review looks at the expanding meaning of ‘property’ in the trust context, by reference to recent New Zealand case law; and examines legal professional privilege, data protection and ‘filing systems’ after Dawson-Damer v Taylor Wessing, including the practical implications of that decision. Read more from STEP TQR: June, 2020

Industry News

The Hong Kong Monetary Authority (HKMA) has issued a draft code of practice intended to improve the regulation and supervision of trust businesses in the jurisdiction's banking sector.


Four UK charities are suing a law firm, one of its partners and its insurers, to recover millions of pounds stolen from the firm's client account by another partner during the administration of...


The British Columbia Supreme Court (BCSC) has found that a man’s “moral obligation” to his adult daughter under BC wills variation law was not discharged by him benefitting her sons at her expense.