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Join STEP
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Study with STEP
Advanced Certificates
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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
Member Tools
Marketing Portal
Investment Services
STEP Logo & Usage
Volunteers
Get Involved
Committee Vacancies
Branch Portal
EDI: Living our Values
Founder's Awards
Knowledge Hub
STEP Journal
TQR
Industry News
Industry News Digests
Topics in focus
30 Years of Trusts
Decoding Digital Assets
Digital Assets Hub
Mental Capacity Hub
Modern Families Hub
Responsible Stewardship of Wealth Hub
Jurisdiction Reports
Sponsored Content
Sponsored Supplements
Industry Insight
Books
STEP Books
Discounted Books
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
SIG-Related Events
Past Events
Past Conferences
Past Meeting/Seminars
Past Web Events
Past SIG-Related Events
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
Academic Community
How to Join
Resources
Forums
The STEP Blog
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60 Second Interviews
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