STEP Books

We work with authors to publish certain titles that are of interest to our members. Members are eligible for discounts on these titles.

If you would like to order a STEP Book, please follow the instructions for the relevant item below.

Beneficial Ownership Registers: The STEP Handbook for Advisers (August 2021)

Consulting Editor - Paolo Panico TEP

Price - STEP member GBP140, non-member GBP175

The registration of the details of beneficial owners has become a new variable to be considered in any estate planning or asset protection exercise and more generally in any circumstance where a company or any other legal arrangement is created. The first to comprehensively approach this topic, this book, which is co-published by Globe Law and Business and STEP, provides an in-depth analysis of the beneficial ownership registers legislation in a number of EU jurisdictions as well as in the UK, which pioneered it with the creation of its own ‘PSC Register’. It also looks at similar initiatives being experienced in some leading international financial centres as well as in the US.

Member - Get a 20 per cent discount on your order via our discounted books page.

Non-members - Order online

Global Mobility of Ultra-High-Net-Worth Individuals (August 2021)

Consulting Editor: - Nicola Saccardo TEP

Price - STEP member GBP140, non-member GBP175

Co-published in association with STEP, this title features contributions by leading private client practitioner from 15 key jurisdictions worldwide and provides readers with expert guidance on the tax and legal aspects of inbound and outbound transfer of residence of ultra-high-net-worth individuals. Chapters cover the relevant law in their respective jurisdictions relating to immigration; tax; succession; and family. It also considers the application of tax treaties to beneficial tax regimes, fiscal nomads, as well as other key topics.

Member - Get a 20 per cent discount on your order via our discounted books page.

Non-members - Order online

STEP Accounting Guidelines, 3rd Edition (2018)

Author - Jonathan Cooke TEP

Buy on Amazon - STEP members get a discount code to buy this book at GBP35 (plus P&P), non-members GBP45 (plus P&P) can buy directly on Amazon

STEP Accounting Guidelines for the Preparation of Trust and Estate Accounts in England & Wales is an essential handbook for all practitioners who prepare trust and estate accounts. It provides material and commentary to enable professionals to produce accounts that meet the special needs of trustees, personal representatives and their beneficiaries. The second edition was written as a supplement to the first edition for those practitioners who wished to explore the subject in greater depth and learn more about the process of preparing accounts, and this third edition is an updated version of that. It includes examples of tax returns and tax deduction certificates that would be prepared based on the specimen accounts. These are available to download here

These Guidelines have been prepared with the authority of the STEP England & Wales Committee and cover the needs of trust and estate practitioners in England and Wales. Nevertheless, practitioners from jurisdictions with similar laws and practices may also find them useful.

A Practical Guide to Transfer of Trusteeships, 3rd edition (August 2017)

Editors - Richard Williams TEP, Arabella Saker TEP and Toby Graham TEP
Price: STEP members - GBP88 Non-members: GBP110

Non-members - Order now via the Globe website

Members - email Nicola Hornsby on [email protected] with your membership number to order

This text, first published by STEP in 2007 and now in its third edition, reviews the difficulties that rise on the transfer of trusteeships, particularly in respect of the negotiation of indemnities, and sets out a suggested approach. It contains:

  • a core section dealing with trusts governed by English law;
  • jurisdictional chapters, which explain the differences under local law for trusts governed by the laws of The Bahamas, Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Hong Kong, the Isle of Man, Jersey, New Zealand and Singapore;
  • precedent deeds of change of trustee for each of those jurisdictions;
  • a detailed drafting commentary;
  • a U.S. commentary which outlines general principles involved in the transfer of trusteeships of U.S. trusts and general tendencies among states, with a particular focus on the trusteeship laws of the State of New York; and
  • a table of references listing the statutes and cases, for ease of reference.

The text is an essential reference work for any legal practitioners, trust company professionals and others involved in advising on the transfer of trusteeships.

Cross-Border Wealth Planning through Liechtenstein: The new tax regime, arrangements within the United Kingdom and international tax agreements

Authors - Ralph Thiede and Mark Summers
Price - CHF30 (including P&P)

This book provides a comprehensive overview of the new domestic taxation rules in Liechtenstein and the cross-border tax principles implement under the UK-Liechtenstein double-tax agreement and the Liechtenstein Disclosure Facility.

To order email the STEP office in Zug: [email protected]

Deconstructing National Blacklists (2005)

Deconstructing National Tax Blacklists reveals that the blacklists operated by large and powerful countries against smaller and weaker ones are often based on arbitrary criteria and not objectively justified.

Blacklists may simply be copied between countries without revision or drawn from lists compiled by international organisations for other purposes; and even when initially based on a clear methodology, they are rarely updated to take account of changed circumstances. Deconstructing National Tax Blacklists should cause the exponents of blacklists to rethink their approach and end discrimination against smaller states.

This publication is available to read free of charge: Deconstructing National Tax Blacklists

Developing a Global Agenda (2014)

Published by - STEP in association with Bloomsbury Professional and edited by Richard Pease

Buy on Amazon - STEP members get a £15 discount, non-members GBP75 (plus P&P) can buy directly on Amazon.

Developing a Global Agenda draws together expert insight and analysis on many of the key themes from the inaugural Congress; from international developments in transparency and compliance, to challenges and opportunities brought by technology, the changing global demographic, and an increasingly global client base.

Family Offices: The STEP Handbook for Advisers (second edition, May 2019)

Consulting editor - Barbara Hauser
Price - STEP member GBP140, non-member GBP175

Prepared in association with STEP, this new edition of Family Offices features updated chapters from key players in the field including Sandaire, Pitcairn and Farrer & Co. This practical guide steers readers through the family office model, from its inception to the final stage in its 'life cycle'. The second part of the book explores the increasing number of important jurisdictions and features chapters on Australia, Bermuda, Canada, the Gulf region, Hong Kong, India, Israel, the Netherlands, Singapore, Switzerland, the United Kingdom and the United States. Whether you are a professional practising in the family office sphere or a new entrant to this diverse and challenging arena, this comprehensive publication provides essential insight into all aspects of the family office world.

Review of the first edition: "With the publication of Family Offices: The STEP Handbook For Advisers, the Editors have raced ahead of rivals in the world of family office scholarship.’" Melissa Langa TEP, Managing Director at Bove & Langa, PC in Boston, Massachusetts.

Member - Get a 20% discount on your order

Non-members - Order online

Towards a Level Playing Field (2003)

Corporate Vehicles in Cross-Border Transactions, 2nd Edition

A review commissioned by the International Trade and Investment Organisation and the Society of Trust and Estate Practitioners. Conducted by Stikeman Elliot.

This publication is available to read free of charge: Towards a Level Playing Field: Regulating Corporate Vehicles in Cross-Border Transactions, 2nd edition

Towards Greater Fairness in Taxation: A Model Taxpayer Charter

Authors - Michael Cadesky TEP, Ian Hayes, David Russell QC TEP

Buy on Amazon - STEP members get a discount to buy this book for GBP40 (plus P&P), non-members GBP80 (plus P&P) can buy directly on Amazon.

In this Preliminary Report, AOTCA, CFE and STEP have collaborated on the development of a Model Taxpayer Charter. The provisions were derived from a survey of taxpayer rights and responsibilities in 37 countries, collectively representing over 73 per cent of world GDP. The overriding purposes of the Charter are to foster a relationship of mutual trust, respect and responsibility between taxpayers and the State, regarding taxpayers' obligations to the State; and, on behalf of the State as to the rights of taxpayers, to codify certain duties of the tax administration. Through these means, it is suggested that it will reduce the costs of compliance, increase the quality and efficacy of willing compliance, and ensure that all taxpayers are treated equally and without bias or preference.

Trust Taxation in Switzerland

Price - within Switzerland: CHF10 (including VAT, P&P) The rest of the world: CHF20 (including P&P)

This booklet is the result of cooperation between all the STEP Branches and Centres in Switzerland and Liechtenstein, and includes STEP's translation of Circular Letter No. 30, of the Swiss Conference for Tax Matters, as well as a commentary thereto, and a bibliography of related books and publications in various languages.

To order your copy please email the STEP office in Zug: [email protected]


Discounted Books

Substantial member discounts with specialist publishers on selected titles. Member login required.

Other Books

STEP endorses select titles that it judges to be useful to a significant group of members.