STEP was founded in 1991 by George Tasker after his letter to an industry magazine calling for the creation of local forums of practitioners was met with huge enthusiasm and support.

In July 1991, an inaugural meeting was held in Baker Street in London, which appointed the first STEP Council, and later that month STEP was registered as a Private Limited Company. The first Council meeting took place in September 1991.

We quickly grew, establishing local branches first in England and Wales, then the rest of the UK, Switzerland and the Crown Dependencies, before expanding to Europe, Canada, the Caribbean and beyond.

By 2000, we had developed into a full-scale worldwide professional association, offering a range of qualifications and an extensive array of services for our growing membership, including conferences, seminars and lectures; publications and websites; as well as working with governments and regulatory authorities all over the world to examine the likely impact of any proposed changes, providing technical advice and support and responding to consultations.

Download George Tasker's own account of our origin: The STEP Story (PDF 213KB).

Key dates

  • 2019: Mark Walley joins as Chief Executive. 
  • 2018: Simon Morgan elected Worldwide Chair, effective January 2019.
  • 2017: George Hodgson appointed Chief Executive.
  • 2016: Patricia Wass elected Worldwide Chair, effective January 2017. 
  • 2015: STEP reaches 20,000 members.
  • 2014: Edward Buckland elected Worldwide Chair, effective January 2015.
  • 2012: 100th branch/chapter launched. Hélène Anne Lewis elected Worldwide Chair, effective January 2013. STEP reaches 18,000 members.
  • 2009: Michael Young elected Worldwide Chair, effective January 2010. STEP reaches 15,000 members.
  • 2007: Rosemary Marr elected Worldwide Chair, effectve January 2008.
  • 2006: Richard Pease elected Worldwide Chair, effective January 2007. First STEP Private Client Awards.
  • 2004: Michael Cadesky elected Worldwide Chair, effective January 2005. STEP reaches 10,000 members.
  • 2002: Clare Colacicchi elected Worldwide Chair, effective January 2003.
  • 2001: David Harvey joins STEP as Chief Executive.
  • 2000: Colin Sharp elected Worldwide Chair. STEP partners with CLT to provide qualifications.
  • 1998: First STEP qualifications launched. STEP Canada launched.
  • 1998: Philippa Blake-Roberts elected Worldwide Chair. STEP reaches 6,000 members.
  • 1997: 23 UK branches and 11 international branches. STEP reaches 5,000 members.
  • 1995: STEP reaches 3,000 members.
  • 1994: Geoffrey Shindler elected Worldwide Chair.
  • 1993: First international branch formed (Geneva).
  • 1992: STEP reaches 1,000 members. First permanent STEP office in Haywards Heath, UK. 
  • 1991: STEP is founded. National Council of 21 appointed. George Tasker elected first Chairman.