Privacy policy and Terms of use

The Society of Trust and Estate Practitioners Limited (“STEP”, “We”, “us”, “our”) are committed to protecting and respecting your personal information. You should also agree to the terms of use set out the bottom of this page before using this website.

Privacy Policy

We have adopted the following privacy policy which sets out the basis on which any personal information which you may provide to us through this website or by any other means will be processed by us. Please therefore read this policy carefully so that you understand our views and practices regarding your personal information and how we will treat it. Any change to this Privacy Policy will be posted on this website and will become effective 5 days after posting.

1. Information we may collect about you

1.1 We may collect and process the following:

1.1.1 information that you provide by filling in forms (such as STEP and CLT application forms) which are provided on our website (our site). This includes information provided at the time of applying to become a member of STEP, when posting material, or when requesting further services such as requesting to attend STEP events/conferences;

1.1.2 if you contact us, we may keep a record of that correspondence; and

1.1.3 details of your visits to our site and the resources that you access.

2. How we use your information

2.1 We may use your personal information for the following purposes:

2.1.1 to assess, operate and improve this website and to perform the services for which STEP is responsible;

2.1.2 to keep you informed about STEP and its services and about this website (where you have consented to be contracted for such purposes).

2.2 We may also (provided that you have given consent to us) use your information or permit carefully chosen third parties to use your information to provide you (by post or email) with information about products and services which may be of interest to you and which are relevant to your membership.

2.3 If you do not want us to use your information in this way, or to pass your details on to third parties for such purposes, please tick the relevant box situated on the form on which we collect your information (the “STEP Application Form”).

3. Disclosure of your information

3.1 We may disclose your personal information to any of our branches, any member of our group, which means our subsidiaries, our ultimate holding company and its subsidiaries, as defined in Section 1159 of the Companies Act 2006.

3.2 In the event that we disclose your information to any third party we will follow the relevant legal requirements and use reasonable precautions to ensure that there is adequate protection for your personal information in place.

3.3 We may also disclose your personal information to third parties:

3.3.1 in the event that we transfer the whole or a substantial part of our undertaking, in which case we may disclose your personal data to the prospective transferee of such whole or substantial part of our undertaking; or

3.3.2 if we are under a legal duty to disclose or share your personal information.

However, we are not responsible for any breach of security or any act or omission of any third party who receive the personal information.

4. Where we store your information

4.1 Your personal information may be used, transferred to or stored in countries outside your own including to a destination outside the European Economic Area. It may be transferred to and processed by staff of one of our branches operating outside the EEA to enable our local branches to contact you about local STEP events. We will take reasonable steps to ensure that your information is treated securely and in accordance with this privacy policy.

4.2 Unfortunately, the transmission of information via the internet in general is not completely secure. Although we will do our best to protect your personal information, we cannot guarantee the security of your data transmitted to our site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.

5. Use of cookies

5.1 This website uses, or may from time to time use, cookies. Cookies are small pieces of information that a website transfers to your computer/device to enhance or learn about a user's experience. We use cookies on this website to improve user experience and usability of this website. 

5.2 By viewing our content, you agree to our use of cookies. 

5.3 For more information about our cookie usage, to change your cookie settings, to stop or to delete cookies, please read our cookies policy.

6. Your rights

6.1 You have the right to ask us not to process your personal information for marketing purposes. We will usually inform you (before collecting your data) if we intend to use your personal information for such purposes or if we intend to disclose your information to any third party for such purposes. You can exercise your right to prevent such processing by ticking certain boxes on the STEP Application Forms. You can also exercise the right at any time by contacting us at

7. Other websites

7.1 Please note that this Privacy Policy does not apply to external websites linked through this website. Personal information which you choose to provide to other websites will be subject to the privacy policies of those websites. Please therefore read these policies before you submit any personal information to these websites as we do not accept any responsibility or liability for these policies.

8. Access to information

8.1 You have the right to access the personal information that we hold about you. You can request access to details of the information we hold about you at any time subject to meeting any costs that may be applicable. 

If you have any questions or wish to have any personal information edited or deleted, please email or write to us at

Terms of Use

9. Your use of this website

9.1 By using this website, you are agreeing to the terms of use for this website and related applications as set out below. If you do not agree to these terms, you should not use this website. All rights are expressly reserved unless where stated.

10. Intellectual property rights

10.1 © 2016 Society of Trust and Estate Practitioners (STEP), all rights in and relating to the contents of the STEP website are expressly reserved.

10.2 Unless otherwise stated, the copyright and other intellectual property rights in all material on the STEP website (including, but not limited to, written text, photographs and graphical images, videos, and audio) is owned by STEP. No part of this website and all forms of its contents may be reproduced, stored in a retrieval system or transmitted in any form or by any means without written permission from the STEP. The contents of the STEP website are provided as a service to STEP members and to interested non-members. You may print or download material from this site only if:
10.2.1. it is for non-commercial or personal use
10.2.2. it is not stored on any medium other than for subsequent viewing or for personal use
10.2.3. it is not reproduced, modified, adapted or processed
10.2.4. your membership status allows you to use the specific resource i.e. logo, badge or document

11. Liability

11.1 Whilst STEP takes every care in compiling the contents of this website to seek accuracy or completeness, STEP (including our publishers) does not accept liability or responsibility for errors or omissions therein, however caused. STEP does not endorse or approve any advertisement and has no liability for any loss caused by any reliance on the content of any such advertisement. In addition, the views expressed on articles on this website are not necessarily those of STEP and readers should seek the guidance of a suitably qualified professional before taking any action or entering into any agreement in reliance upon the information contained in articles found on this website.

11.2 STEP seeks to make this website available at all times but reserves the right to delete, change, move or suspend the entire website or any of its contents without notice at any time and accepts no liability for any error or omission, inconvenience or any consequences resulting from it doing so. Your use of this website is at your own risk. STEP accepts no liability for any damage or loss caused by computer malware while on this website or after following links from this website to other websites. Links to third party websites from our website are provided solely for your convenience. If you use these links, you will leave our website (links to external sites will generally open a new window, and our website will remain open). The update and review of any third-party sites are beyond our control. Therefore we are not responsible for these websites or their content or availability. We therefore do not endorse or make any representations about them, or any material found there, or any results that may be obtained from using them. If you decide to access any of the third party websites linked to our website, you do so entirely at your own risk.

11.3 STEP reserves the right to amend or alter these guidelines from time to time. If you do not agree to these terms, you should not use this website. If you have any questions about these guidelines please email