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Qualifications & Membership Framework
Postgraduate courses
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
Member Fees
Continuing Professional Development (CPD)
Recording your CPD
STEP CPD Learning
CPD FAQs
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STEP Logo & Usage
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Get Involved
Committee Vacancies
Branch Portal
EDI: Living our Values
Founder's Awards
Knowledge Hub
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Industry News
Industry News Digests
Topics in focus
30 Years of Trusts
Digital Assets Hub
Mental Capacity Hub
Modern Families Hub
Responsible Stewardship of Wealth Hub
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)
Events
Events
Upcoming Events
Conferences
Meeting/Seminars
Private Client Awards
Web Events
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Past Conferences
Past Meeting/Seminars
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Communities
Communities
Special Interest Groups
Business Families
Contentious Trusts and Estates
Cross-Border Estates
Digital Assets
International Client
Mental Capacity
Philanthropy Advisors
Join a SIG
SIG Member Benefits
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Awards
Contact SIGs
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Resources
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About STEP
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Region and Branch Governance
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Consultation tracker
Anti-Money Laundering
Automatic Exchange of Information
Base Erosion and Profit Shifting (BEPS)
European Succession Regulation
Policy Points Series
Policy News
COVID-19: Supporting Members
COVID-19: Technical Hub
For the Public
STEP Will Code
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Past Events
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Private client tax conference. 5 October 2023
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05/10/2023
Conference
Tax technical session and Yorkshire Branch AGM. 20 June 2023
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20/06/2023
Meeting/Seminar
Planning with pension death benefits – Making the most of flexible pension options. 9 May 2023
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20/06/2023
Meeting/Seminar
STEP Canada Conference. 19-20 June 2023
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19/06/2023
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20/06/2023
Conference
Advising vulnerable and elderly clients. 18 April 2023
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18/04/2023
Meeting/Seminar
Digital Assets including crypto assets and NFTs. 7 March 2023
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07/03/2023
Meeting/Seminar
An Introduction to STEP, the STEP Diploma and other STEP Qualifications. 21 February 2023
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21/02/2023
Meeting/Seminar
Predatory Marriage – Why it matters to private client advisors. 9 February 2023
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09/02/2023
Meeting/Seminar
Cancelled:Incapacity and trusts webinar. 7 February 2023
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07/02/2023
Web Event
Cross-Border estates webinar. 15 November 2022
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15/11/2022
Web Event
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