Get Involved

Volunteer for STEP

Volunteer support is crucial to STEP, but it can also offer real benefits to those who get involved.

STEP's governing bodies and committees, and its worldwide network of regions, branches and chapters are all run by members: volunteers who offer their time and expertise to provide essential direction, leadership, guidance, development and support for the Society.

You can get involved at a local, national or an international level. From joining your local branch committee to taking part in working groups and committees – there are opportunities for everyone. You can make a start by contacting your local branch chair or contact STEP. Just let us know what you have to offer, and we can go from there.

Other ways to participate include:

Current vacancies for volunteers

Subject Matter Expert vacancies

STEP and CLTI are recruiting subject matter experts (tutors, markers and examiners) for the following courses: International Trust Management, Tax and Wills and Execs (Scotland), Administration of Estates. Vacancies also exist for External Examiners for courses offered in Scotland as well as Will Preparation and UK Tax. For further information please contact Clare Moss at CLTI by email at [email protected]

Panel Member, Membership Panel

We are looking for an additional member to join the worldwide Membership Panel. The Membership Panel is responsible for reviewing all applications and upgrades for Full membership of STEP. The panel reviews new applications monthly and works closely with the Membership Team to ensure that all new applicants meet the ‘Gold Standard’ expected of a TEP. Please contact [email protected] to register your interest.

Committee Members, Professional Development Committee

We are looking for TEPs from a range of jurisdictions including Australia, Canada, England and Wales, LATAM and the US to join the STEP Professional Development Committee from January 2023. The Committee is responsible for overseeing STEP’s professional development programmes on behalf of the Board. The Committee’s role is to promote high-quality professional development for existing and potential members in line with STEP’s strategy. The Committee meets five times a year, working closely with the Professions Directorate and collaborating with other STEP committees to ensure that the STEP Professional Development Strategy is consistent with and delivers objectives as set by the Board. If you are interested, please email [email protected] with your CV.

Committee Members, Professional Standards Committee

We are currently seeking volunteers for our Professional Standards Committee. The Committee is responsible for the oversight of STEP’s ethical guidance and policies to enable and support STEP members worldwide to demonstrate high professional standards, to act with integrity and in a manner that inspires the confidence, respect and trust of clients and of the wider community. The Committee oversees the issues being considered by the Disciplinary Panel in order to monitor any trends and manage associated risks. We are seeking applications from TEPs with a keen interest in ethics and standards development who are able to contribute to effective decision making and act in the best interests of the profession as a whole. We welcome applications from members of all backgrounds and identities, and due to the current membership of the committee, we would particularly welcome expressions of interest from members based in the Swiss Federation and the US. No previous committee experience is necessary. Please see the full role profile. If you would like to be involved, please email [email protected]

Panel Members, Accreditation Panel

The Accreditation Panel is working to increase the range of recognised STEP education partners and courses to help build STEP’s reputation for professional development. The Panel will be responsible for helping STEP develop high-quality accreditations by reviewing new and existing programmes to help ensure that STEP’s high standards for education are maintained. We welcome applications from all jurisdictions. Please contact [email protected] to register your interest.

Committee Members, various Special Interest Groups

STEP Special Interest Groups (SIGs) provide the opportunity for practitioners and related professionals to connect and advance their focused area of practice. Specialisms focus around some of the more complex issues families face in planning for their future surrounding international families, protection of the vulnerable, family businesses and philanthropic giving, for example. The groups aim to benefit the practitioner, their area of specialisation, the clients they serve, and the industry at large. The various opportunities and application forms can be found here

Why get involved?

So what’s in it for you? There are real benefits to getting involved with STEP:

Improve your skill-set

  • Develop a range of skills you would not necessarily learn in your day job
  • Broaden your knowledge base in technical areas that may not otherwise be your primary focus

Boost your career

  • Build valuable relationships with other professionals
  • Raise your professional profile
  • Showcase your expertise and share knowledge with other professionals

Have a say in STEP’s strategic direction

  • Take an active role in STEP’s development

Influence policy

  • Recommend and input on public policy
  • Get involved with current debates on industry issues
  • Discuss public and confidential matters with leading experts in the field
What our members say

This is what some of our members say about their involvement with STEP's committees:

Richard Frimston TEP, Public Policy Committee: 'The committee tries to look over the horizon and see what is going to come up and hit us in the next year or two. I find it fascinating to see the way that similar ideas about tax information exchange, beneficial ownership and money laundering are discussed at the EU, OECD and UN. Knowing more about what is coming up the track is extremely valuable professionally. Getting better acquainted with other STEP members from around the world who are also looking at these issues is also very rewarding.'

Ian Macdonald TEP, Professional Development Committee: 'Most students and members join STEP for the education it offers, whether to achieve the STEP Diploma, keep up-to-date with CPD or extend their knowledge through specialist and advanced qualifications. Being a member of the Professional Development Committee puts you at the forefront of STEP's work and allows you to bring your specialist knowledge and perspective to its educational offering. Through serving on the committee, I have learned a lot about how members advise individuals and families in different parts of the world, met many interesting and committed people, and helped my own branch and colleagues to get much more out of STEP.'

Peter Pexton TEP, Membership Committee: 'Serving on the Membership Committee has been a stimulating and enjoyable experience. It involves a commitment of time and energy, but gives great insight into how STEP works and enables you to make a positive and practical contribution to the future success of the Society. Through my service on the committee, I have gained a much greater awareness of trends developing in the trust and estate industry, and I have extended my network of contacts throughout the world through working together as committee colleagues.'

Volunteer Resources
Raise Public Awareness