Best Practice & Guidelines

We work with various technical and practice committees to develop best practice guidance and tools to assist our members in their work.

STEP Standard Provisions

The STEP Standard Provisions provide non-technical clauses for practitioners to include in wills they prepare. There are Provisions that cover the law of England and Wales, and Northern Ireland respectively.

Technical Guidance and Briefing Notes

Guidance for members on a range of subjects, from FATCA to trustee exemption clauses.

Templates and Toolkits

Practical materials to assist our members in their work.

Digital assets: Explained

We have produced a series of short video clips explaining some key terminology relating to digital assets.