Connect, Learn, Achieve - join STEP today

Depending on your experience and qualifications/credentials you can join STEP at one of three levels: Student, Affiliate or Full Member (TEP).

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Swiss and Liechtenstein STEP Federation 5th Alpine Conference

This in-person event will take place on 20-21 January 2022 at the Congress Centre Kursaal, Interlaken, Switzerland.

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Deepen your knowledge in a specialist area with STEP's Special Interest Spotlight Sessions this year taking place virtually across two weeks, 29 November - 8 December 2021.

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STEP is the global professional association for those advising families across generations. Our mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice.

30th Anniversary Interview

STEP has helped me in many ways, particularly in expanding my network and keeping my CPD up to date, says George Lyall TEP.

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SIG Webinar

A tangled Webb: untangling the Privy Council decision in Webb v Webb, 2 November 2021.

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STEP Web Events

Reducing the stress and burden for your probate clients 3 November 2021.

Sponsored by Exizent.

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Qualifications

Introducing the STEP Diploma from STEP Worldwide on Vimeo.

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Join STEP

Whatever your training or experience, we have a membership category that’s right for you.

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Setting Standards

Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.

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Read the latest STEP Journal

Varnish test 28/06/2022 12:00 In Issue 5 of the STEP Journal 2021, we shine a spotlight on Europe, looking at tax updates across the continent and the changing trusts landscape in Switzerland. This issue also has a special focus on compliance and careers, covering compliance passports, beneficial ownership reporting and AML rules. This issue also celebrates our STEP Private Client Awards 2021/22 recipients.

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The new STEP Diploma

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Industry News
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Content

FATF releases draft recommendation for compulsory recording of beneficial ownership

Following its October plenary meeting, the Financial Action Task Force (FATF) has released its proposed revised version of Recommendation 24 on the transparency and beneficial ownership of legal...

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UK IHT regulations amended to exempt many more estates

HMRC has amended the Inheritance Tax (Delivery of Accounts) (Excepted Estates) (Amendment) Regulations 2021 to implement suggestions made by HM Treasury's Office for Tax Simplification earlier in 2021...

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US financial regulator tells firms to implement official AML priorities

The US Financial Industry Regulatory Authority (FINRA) has told its member firms to incorporate recently issued Department of the Treasury anti-money laundering (AML) priorities into their risk-based...

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COVID-19

STEP has been monitoring the development of the COVID-19 situation around the world. Our primary concern is the health and wellbeing of our members, our staff, our volunteers, and our event and course delegates and we are working to support our members across the world through this difficult time.

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Introducing the STEP Diploma from STEP Worldwide on Vimeo.