STEP launches website to help families plan for their futures

Monday, 22 May, 2017

STEP is pleased to announce the launch of – a new public-facing website providing information to help families plan for their futures. features articles and information addressing common questions, from why you need to write a will, to how you can provide for vulnerable family members or what you need to think about if you are retiring abroad.

New articles will be added regularly and shared via dedicated social media channels: Twitter (@advisingfamily) and Facebook (

All the articles are written by TEPs, or Trust and Estate Practitioners, the designation given to full members of STEP.

TEPs are specialists in inheritance and succession planning from a range of professions, including accountancy, banking, financial advice, law, tax advice and trust administration. In their professional practice, TEPs draft wills and trusts, administer estates, act as trustees and advise families on how best to plan their finances to ensure compliance and pass on their assets to future generations.

To help people to find a TEP in their local area, hosts a Find a TEP search facility, which connects to STEP’s member database.

Commenting on the launch of, STEP Chief Executive George Hodgson said: ‘We are proud to launch this new website to help families plan for their futures. People often need advice at momentous or difficult points in their lives – the birth of a child, marriage, divorce, the death or illness of a loved one, moving abroad, retiring – these can be emotional and confusing times. Through, STEP hopes to provide clarity about the sometimes complex issues that need to be considered and reassurance that there is help available if they need it.’


For further information please contact Joanna Pegum on +44 (0) 20 3752 3771, Email:

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. STEP members help families plan for their futures, from drafting wills to issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

Find out more at