What we do

Our primary purpose is to provide confidence to families by setting standards, training and educating our members, and upholding those standards.

STEP is a global professional body, comprising lawyers, accountants, financial advisors and other practitioners that help families plan for their futures. 

Training and development

We offer a number of qualifications, from entry-level programmes to advanced certificates and diplomas. These qualifications are supplemented by resources that provide continuing professional development and opportunities for sharing knowledge.

Professional standards

All of our members are subject to an extensive Code of Professional Conduct, requiring them at all times to act with integrity and in a manner that inspires the confidence, respect and trust of their clients and of the wider community. Our members are also required to keep up to date with the latest legal, technical and regulatory developments. You can recognise a Full Member of STEP by the letters ‘TEP’ (Trusts and Estates Practitioner) after their name.

What our members do

Our members work with families, helping them with real problems. Some examples of what our members advise on are: providing for a husband following his wife’s death, while protecting the interests of their children; ensuring elderly or vulnerable relatives are cared for and supported; helping families with interests spread across the world to be compliant with the laws and tax rules of different countries; ensuring that a family business will pass safely from one generation to another; and helping clients to support charitable causes in an effective way. Search for a practitioner.

Public policy

We work constructively with governments, tax authorities and regulators across the world to ensure that policy decisions are well-informed and made with the public interest at heart, providing technical advice and support and responding to consultations.

Worldwide network

All STEP members belong to a branch or chapter that provides professional development and opportunities to network with peers at a local level. We have over 100 branches and chapters across the world.

Our Mission and Vision

Our guiding principles

STEP's mission is to help families plan their assets across generations.


Our History

Why & how STEP was founded

STEP was founded in 1991 by George Tasker as a hub for local forums of practitioners.


Our brand

Simply known as STEP

We are a professional, international and outward facing organisation; and our brand has evolved to reflect this.