Home Page

STEP UK Annual Tax Conference

Join us on the 21 June 2024 in London, For those that can’t make the in-person event, the webcasts are available to purchase now.

Register for the conference today
STEP CPD Learning Course: Contentious Estates

he Contentious Estates course will enable you to deal more effectively with this type of work and ultimately avoid or mitigate stress for your clients.

Find out more
Welcome to STEP's Jobs Board

Find your ideal role, or recruit your ideal candidate.

Find out more

STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. Learn more about STEP today.

Member subscription renewals

For all members who pay STEP Head Office, your STEP membership was due for renewal on 1 April 2024. Payment of the subscription fee and completion of the member declaration are both required to renew your membership for another year. If you haven’t yet done so, please login today to take action to maintain your membership.

60-second interview

We spoke to Heledd Wyn TEP from Employer Partner Shakespeare Martineau about her career, STEP and STEP qualifications.

Read the interview
Mental Capacity Hub

Explore STEP’s Mental Capacity Hub, where we have pulled together news, features and resources to help you and your clients navigate through issues of capacity.

View the hub
16th Annual STEP International Tax and Estate Planning Forum

Join us at the Surf and Sand Resort in Laguna Beach, USA, on 13-14 June 2024.

Register today
Certificate in Anti-Money Laundering

Protect your firm with an enhanced insight as to how to identify and prevent money laundering.

Find out more
STEP Directory

Search for STEP members, firms, branches or jurisdictions.

Search now
Your opinion matters

Help us to understand your priorities and improve the service we offer to you.

Launch survey

STEP Annual Review 2022/23

Read the 2022/23 Annual Review for an insight into what STEP has achieved over the year.

Read the Annual Review

How to join STEP

There are four levels of STEP membership: Full Member (TEP) – our highest level of membership for experienced practitioners; Associate; Affiliate; and Student – entry-level membership for those just starting out.

Depending on your experience and qualifications/credentials you can join STEP as a Student, Affiliate or Full Member (TEP). Practitioners who join at Student or Affiliate level can work their way up to TEP status via our Exam or Essay Route, or through acquiring the necessary level of experience.

Join STEP now
Setting Standards

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

View professional standards
Industry News
Image
Content

Canadian tax court rejects use of GAAR to block corporate expatriation plan

The deliberate continuance of a Canadian-controlled private corporation (CCPC) to the British Virgin Islands did not constitute abusive tax planning and does not warrant ministerial use of the general...

Read more
Read more
Image
Content

Isle of Man considers change of policy on family offices

The Manx financial regulator is beginning a consultation exercise to determine whether to impose registration and oversight requirements on family offices for ultra-high-net-worth (UHNW) families.

Read more
Read more
Image
Content

Validity of existing LPAs should be reviewed in light of EWCOP case decision

The England and Wales Court of Protection's decision in the recent case of TA v Public Guardian (2023 EWCOP 63) potentially renders existing lasting powers of attorney (LPAs) invalid even in...

Read more
Read more