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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.

Latest Issue

Philanthropy Advisors

Hear how advisors are helping their clients to bridge the funding gap.

Webinar: Thursday 3 December 2020, 9:00 GMT/UTC

Tax, Trusts and Estates

The Virtual STEP UK Tax, Trusts and Estates Conference, taking place on 4 November 2020, is established as the essential annual update for all STEP practitioners.

Industry Jobs Board

Find your ideal role, or recruit your ideal candidate.

Setting standards

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


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.

Welcome to the latest issue of the STEP Journal

Welcome to Issue 4 of the STEP Journal. This issue’s regional focus shines a spotlight on Canada and the US, with an analysis of the status of US-situs foundations in New Hampshire and Wyoming; an overview of cross-border planning probate alternatives available to Canadian clients in select states and a detailed look at the evolution of private trust companies in the US.

Read more from STEP Journal: September, 2020

Press Release

Nancy Golding QC TEP elected worldwide STEP Chair, effective January 2021.

Read more

Industry News

An administrative error has forced the US Department of the Treasury to push back the filing deadline for all taxpayers’ foreign bank account reports (FBARs) for the 2019 tax year, from 14 October to...


The UK's financial regulator, the Financial Conduct Authority (FCA) has written to chief executives of UK and international banks urging them to make plans for servicing clients in EU and EEA Member...


Argentina’s Federal Administration of Public Revenues (Administración Federal de Ingresos Públicos, AFIP) has announced that is it launching the tax planning information regime (régimen de información...

Celebrating 30 years of STEP

Read our Anniversary Issue

In Issue 3 of the STEP Journal 2021, we’re celebrating 30 years of STEP! Follow the journey of STEP via a timeline of key moments in history, and hear from our members as they reflect on the past and look to the future. This issue also features a special focus on insurance and investment, and a spotlight on the Crown Dependencies, delving into two separate cases dealing with the issue of ‘mistake’.