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Professional Postgraduate Diploma in Private Wealth Advising
Continuing Professional Development (CPD) Learning
Contentious Estates
The Informed Trustee
Automatic Exchange of Information
Members
Members
Welcome to STEP new members
Your Membership
Code of Conduct
Member Declaration
Upgrade
Membership Categories
Member Benefits
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Continuing Professional Development (CPD)
Recording your CPD
STEP CPD Learning
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Get Involved
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Topics in focus
30 Years of Trusts
Digital Assets Hub
Mental Capacity Hub
Modern Families Hub
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STEP Journal
Back Issue Archive
STEP Journal+
Editorial Board
Advertise
Subscribe
Contribute
TQR
Back Issue Archive
Editorial Board
Contribute
Sponsored Content
Roundtables
Sponsored Supplements
Industry Insight
Books
STEP Books
Discounted Books
Jurisdiction Reports
Web Events Library
Thought Leadership & Research
Digital Assets: A Call to Action
Responsible Stewardship of Wealth
Meeting the Needs of Modern Families
Social and economic benefits of trusts
Wills and Trusts: Buyer Beware
Loss of Mental Capacity: A Global Perspective
Best Practice & Guidelines
Russia-Ukraine conflict & associated sanctions
Technical Guidance and Briefing Notes
Templates and Toolkits
Digital Legacy Scorecard
Digital assets: Explained
STEP Standard Provisions (England, Wales and Northern Ireland)
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Private Client Awards
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Business Families
Contentious Trusts and Estates
Cross-Border Estates
Digital Assets
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Join a SIG
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Base Erosion and Profit Shifting (BEPS)
European Succession Regulation
Policy Points Series
Policy News
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STEP Will Code
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Past Events
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STEP Asia Conference. 14-15 November 2023
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14/11/2023
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15/11/2023
Conference
A Canadian refresher and update for offshore estate planners and litigators. 3 November 2023
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03/11/2023
Meeting/Seminar
5th mid-autumn festival networking celebrations. 28 September 2023
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28/09/2023
Social Event
Seminario anual STEP Mexico. 22 June 2023
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22/06/2023
Meeting/Seminar
Cross border wealth management: Taiwan and Singapore. 23 May 2023
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23/05/2023
Web Event
Launch of STEP Singapore Young professionals network and networking night. 15 May 2023
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15/05/2023
Social Event
STEP Caribbean Conference . 11-12 May 2023
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11/05/2023
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12/05/2023
Conference
US tax issues impacting international families. 20 April 2023
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20/04/2023
Meeting/Seminar
STEP LatAm Conference. 14-15 October 2021
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14/10/2021
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15/10/2021
Conference
STEP 30th Anniversary Special: Policy and the public interest – STEP’s impact and influence. 20 July 2021
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20/07/2021
Web Event
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