Welcome to STEP Scotland

Founded in 1991, the STEP Scotland Branch is one of the largest and most active branches in the UK with over 500 members. Our membership is growing and we are always keen to welcome new members. We are made up of professionals from the worlds of law, tax, accountancy and wealth management. Together, we work with our members to strengthen STEP’s professional standards with a view to achieving STEP’s vision to be the pre-eminent worldwide professional association for those advising families across generations.

As a branch we organise a number of conferences throughout the year with the aim of delivering high quality training to our members and other professionals who are involved in advising families. We also host local discussion groups and social events providing a forum for the STEP community to come together, share knowledge and support each other.

Our committee is made up of 13 members. We are committed to providing a link between Scotland and STEP HQ so that our members feel that they have an effective voice in developing STEP’s membership offering.

The Scotland Branch committee meets on a quarterly basis to discuss Branch business and to plan and manage the local educational programme, as well co-ordinating Scottish branch participation in STEP SIGs, the UK Practice Committee and STEP Worldwide Council.

STEP Scotland Branch Local Discussion Groups

  • Edinburgh - SJ Macdonald & Roddy Harrison
  • Glasgow - Susie Tweedie & Ross Brown
  • Dundee - Laura McDowall

Those undertaking STEP qualifications, and based in Scotland, may be eligible for a bursary towards the financial costs of studying. An application form can be found here and should be emailed to [email protected] for consideration by the committee.

Upcoming events

STEP Journal

The STEP Journal provides news, reviews, opinion and technical analysis on trends and issues …

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