Policy & Standards

STEP is the worldwide professional body for those advising families across generations. We strongly condemn tax evasion and any actions that support criminal activity such as money laundering and terrorist financing. We do, however, respect the rights of families to plan for tax and maintain confidentiality in their financial affairs. Our members maintain a high professional standard through continuing professional development and adherence to STEP's Code of Professional Conduct.

Best Practice and Guidelines

To help STEP members deliver a high quality of service to their clients

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Research Reports

STEP periodically commissions reports on subjects of interest to our membership

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