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STEP Journal

Welcome to Issue 2 of the STEP Journal.

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STEP UK Annual Tax Conference

21 June 2024, London: For those who can’t attend the in-person event, the webcasts are available to purchase now.

Register for the conference
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 for the conference

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 Matthew Gilligan TEP about his role as Student Liaison Officer.

Read the interview
Join a SIG

STEP Special Interest Groups (SIGs) provide the opportunity for practitioners and related professionals to connect and advance their focused areas of practice.

Join a SIG today
Australia National Trust and Estate Conference

Join us at The Langham Hotel Melbourne, Victoria, Australia, on 8-10 May 2024.

Register for conference
STEP 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 CPD

The 2023/24 CPD year ended on 31 March. Please ensure your CPD records are up to date. Those selected for audit will be notified in the coming months.

Find out more
Essay Route

Register your next essay for the July submission deadline now.

Topics can be found here

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.

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Industry News
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Content

European Union formally adopts unexplained wealth seizure Directive

The EU Council of Ministers (the EU Council) has officially adopted a new Directive requiring Member States to legislate for the confiscation of 'unexplained' wealth, where the property is linked to...

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Tax on UK house sale quashed because seller's brother was the real owner

The First-tier Tax Tribunal (FTT) has quashed a GBP192,000 discovery assessment issued to Rasiah Raveendran (the appellant) in respect of his sale of a property held in his name.

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Member of E&W farming partnership who resigned is entitled to her share, despite lack of negotiated agreement

A woman who resigned her membership of a family farming partnership in 2010, without agreeing any financial terms, has won her claim to be paid the value of her share in the partnership assets as at...

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Setting Standards

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

View professional standards hub