Home Page

Trust Quarterly Review

Welcome to the Spring 2023 edition of the Trust Quarterly Review.

Read now
STEP Private Client Awards

Deadline approaching! 18 categories are open for entry until midnight on 14 April.

Enter now
STEP Caribbean Conference

The STEP Caribbean Conference returns this year in Panama on 10-12 May 2023. Join us for this essential two-day conference where a line-up of industry experts will address the key themes to help you drive change in an uncertain world.

Register now

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

Read the latest STEP Journal

Welcome to the first issue of the 2023 STEP Journal. This edition focuses on philanthropy and charity, with articles covering charitable trusts in China, donor-advised funds in the US and philanthropy in the crypto world. The UK takes the regional spotlight, with our cover story analysing how tax planning advice has changed since the '90s. Plus, we celebrate the winners of the 2022/23 STEP Private Client Awards.

Read full issue

STEP Blog

The Chancellor’s Spring Budget coincided with a challenging set of global circumstances. The collapse of Silicon Valley Bank just days prior emphasised the need for economic confidence, investment, and growth here in the United Kingdom

Read more
Join a Special Interest Group

Enhance your knowledge in trusts and estates by joining a Special Interest Group for free today.

Explore the SIGs
STEP South Africa Conference

Join us at the upcoming STEP South Africa Conference, taking place on 17-18 April 2023 at the Sandton Convention Centre in Africa’s industrial heartland of Johannesburg.

Register now
Join STEP

Elevate your career. Join the leading global network of trust and estate professionals.

Find out more
STEP Directory

Search for STEP members, firms, branches or jurisdictions.

Search now
Renew your membership for 2023/24

Login to renew your membership and re-confirm your member agreement before 1 April 2023.

Renew now

Digital Assets hub

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

Visit the hub

The Social and Economic Benefits of Trusts

Trusts have a longstanding tradition under English Common Law. This report draws together existing evidence and research about how trusts are used for wider societal benefit, and impact every facet of society.

Get Involved

Volunteer support is crucial to STEP, but it can also offer real benefits to those who get involved.

STEP's governing bodies and committees, and its worldwide network of regions, branches and chapters are all run by members: volunteers who offer their time and expertise to provide essential direction, leadership, guidance, development and support for the Society.

View our volunteer vacancies
Industry News
Image
Content

Ireland proposes new fitness and probity regime for regulated firms

The Irish government has begun consulting on the Central Bank (Individual Accountability Framework) Act 2023, setting out new standards of conduct and amending the fitness and probity regime.

Read more
Read more
Image
Content

Pre-nuptial agreement prevents wife from retaining London house but EWHC forbids husband to move back into it

The England and Wales High Court (EWHC) has upheld a pre-nuptial agreement made in 2005 that gave the wife GBP11.75 million, including GBP4.75 million for accommodation.

Read more
Read more
Image
Content

Canadian court rules POA invalid due to lack of capacity

The Court of Appeal for Ontario (the Court of Appeal) has upheld the decision of the province’s Superior Court of Justice (the Superior Court) that ruled a grantor’s powers of attorney (POAs) invalid...

Read more
Read more

STEP Annual Review 2021/22

Read the 2021/22 Annual Review for an insight into what STEP has achieved over the year.