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The STEP Private Client Awards are the most important awards as they are judged by our peers and backed by such a respected international organisation, says Richard Joynt of Ocorian Jersey.

Mental Capacity

Hear best practices for estate practitioners when addressing assessment of capacity virtually.

Webinar: 1 December 2020, 11:00 GMT/UTC

Thought Leadership

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

27 January 2021 - 16.30-17.30 GMT


This qualification is designed for those who need a detailed understanding of their UK-connected international clients’ tax position.

Setting Standards

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


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.

Welcome to the latest issue of the STEP Journal

Welcome to Issue 5 of the STEP Journal. This issue shines a spotlight on the Asia-Pacific region, exploring China’s first-ever judicial recognition of testamentary trusts, and an NSW Commission’s approach to accessing digital records upon death or incapacity, among others. From property insurance and reporting compliance to purpose-driven investment, this issue also shares the latest in investment and insurance trends globally.

Read more from STEP Journal,October 2020

Industry News

Yesterday (November 17, 2020), Argentina’s Chamber of Deputies (Cámara de Diputados de la Nación) opened debates on a one-off wealth tax, applying to those with assets over ARS200 million (USD2.7...


Jersey has delayed implementation of its Financial Services (Disclosure and Provision of Information) (Jersey) Law 2020 (the Law) from 1 December to 6 January 2021.


The England and Wales Court of Protection (EWCOP) has approved an application for a protected person's inheritance to be settled in trust so that it will be protected from benefits means-testing when...