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STEP Private Client Awards - Finalists Announced

STEP is delighted to announce the finalists for the 17th Annual STEP Private Client Awards.

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STEP Global Congress

One week to go until the STEP Global Congress takes place in London. Limited tickets now available – last chance to register this week!

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Essay Route: Submission Deadline Approaching

The next essay submission deadline is Friday 8 July 2022.
If you have registered an essay, please send it by email to [email protected].

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STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. Find out more.

Responsible Stewardship of Wealth

Download our new publication: Circular Economy Principles for Family Business and Wealth Stewardship: A New Governance and Sustainability Framework

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STEP Journal Plus

Eri Horrocks and Henry Hood discuss the recent England and Wales case of Horohoe v Horohoe, stressing its usefulness in preserving the autonomy of separating couples.

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Digital Assets Hub

Welcome to STEP’s Digital Assets Hub, where we have pulled together news, features and resources to keep you up to date with the latest digital assets developments.

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Global Congress

The Global Congress will take place in London on 7-8 July 2022 with a quality programme of presentations and debates that deal with the big issues our profession faces.

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Qualifications

Advanced Certificate in Will Preparation.

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Jobs Board

Find your ideal role, or recruit your ideal candidate.

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COVID-19

STEP is monitoring the development of the COVID-19 situation around the world.

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Read the latest STEP Journal

Issue 3 of the STEP Journal features a regional focus on the Crown Dependencies that covers the latest legislation and regulatory updates. This issue also shines a spotlight on investments, delving into the world of non-fungible tokens, cryptocurrencies, cannabis and other alternative assets that are changing the investment landscape and how we advise.

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Industry News
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EU reaches AML agreement on travel rule for crypto-asset transfers

The European Parliament has provisionally accepted a Council of the European Union (EU Council) proposal to extend the 'travel rule' on information accompanying wire transfers to cover transfers of...

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England and Wales mental health Bill proposes to replace 'nearest relative' with representative nominated by patient

The UK government’s Department of Health and Social Care and Ministry of Justice have issued a draft Mental Health Bill 2022 to amend the Mental Health Act 1983 (MHA).

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Guidance on US corporate transparency and beneficial ownership reporting

STEP USA has produced a guidance note for trust and company service practitioners on the US Corporate Transparency Act (CTA) and proposed national reporting regime for beneficial ownership information...

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Russia-Ukraine conflict

STEP's statement on Ukraine, what you need to know about sanctions and members' responsibilities.

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Setting Standards

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

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