What we do

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

We provide confidence to families by setting standards, training and educating our members, and upholding those standards. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

STEP: An overview (PDF 580KB)

Vision

To be the pre-eminent worldwide professional association for those advising families across generations.

Mission

To help families plan their assets across generations by:

  • Promoting high professional standards
  • Educating professionals
  • Connecting advisors and families globally
  • Informing public policy
  • Acting in the public interest.
Values
  • Promote professional educational attainment.
  • Act transparently.
  • Uphold professional standards.
  • Serve our members, whatever their professional background, wherever based.
  • Recognise our responsibility to the public interest
Promoting high professional standards

All of our members are subject to an extensive Code of Professional Conduct, requiring them at all times to act with integrity and in a manner that inspires the confidence, respect and trust of their clients and of the wider community. Our members are also required to keep up to date with the latest legal, technical and regulatory developments.

You can recognise a Full Member of STEP by the letters ‘TEP’ (Trusts and Estates Practitioner) after their name.

Educating professionals

We offer a number of qualifications, from entry-level programmes to advanced certificates and diplomas and postgraduate diplomas. These qualifications are supplemented by resources that provide continuing professional development and opportunities for sharing knowledge.

Connecting advisors and families globally

We have more than 21,000 members across 96 countries. All STEP members belong to a branch or chapter that provides professional development and opportunities to network with peers at a local level. We have 110 branches and chapters across the world.

Our members work with families, helping them with real problems. Some examples of what our members advise on are:

  • providing for a husband following his wife’s death, while protecting the interests of their children; ensuring elderly or vulnerable relatives are cared for and supported;
  • helping families with interests spread across the world to be compliant with the laws and tax rules of different countries;
  • ensuring that a family business will pass safely from one generation to x another; and
  • helping clients to support charitable causes in an effective way
Informing public policy

We work constructively with governments, tax authorities and regulators across the world to ensure that policy decisions are well-informed and made with the public interest at heart, providing technical advice and support and responding to consultations

Acting in the public interest

We work to improve public understanding of the issues families face in planning for their futures, and set and uphold high professional standards among our members to provide confidence and reassurance to the public.

Our Brand
Find out about our brand and download our guidelines and logo.
Our Strategy
How we will achieve STEP’s vision.
Annual Report

View our annual financial statements and impact reports, in which we demonstrate what we have done to benefit members.