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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.

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.

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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

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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.


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STEP Directory

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Renew your membership for 2023/24

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

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.

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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.

Industry News

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.


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.


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...

STEP Annual Review 2021/22

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