Welcome to STEP West of England

STEP is the global professional body for practitioners who specialise in family inheritance and succession planning. We work to improve public understanding of the issues families face in this area and promote education and high professional standards among our members.

The West of England Branch was formed in 1992 and draws its membership from the whole of Devon and Cornwall; as well as parts of Dorset and Somerset. Our branch provides regular Continuing Professional Developmental seminars covering a wide selection of topics to cater for the ever-changing needs of our multi-disciplined members. We now serve a mixture of professions, to include: Legal, Accounting, Trust, Financial Services, Insurance, and those other industries where planning for High Net Worth Individuals and Families is paramount.

Are you thinking about becoming a member of Step West of England Branch? Please do get in touch. There are also opportunities for speakers to provide seminars to our growing membership (c.300+) and sponsorship opportunities for our program of events throughout the year. If this is of interest to you, we would love to hear from you.

Upcoming events