STEP-Endorsed Books

In most instances, you can order and pay for these books online. Please follow the instructions noted in the individual publication listings below.

NB: While a STEP panel has reviewed these titles and considered them to be useful to a significant group of STEP members, STEP does not accept liability or responsibility for errors or omissions therein.

Business Families and Family Businesses (2nd Edition) 2018

Consulting editors - Simon Rylatt TEP
Price - STEP member GBP100, non-members GBP125

This is a comprehensive handbook for all practitioners who advise business families, including lawyers, accountants, financial advisers and wider family business advisers. The new edition features chapters by leading practitioners in the field, including the Family Firms Institute, Schroders, Boodle Hatfield and SandAire, Kleinwort Hambros, Dixon Wilson and Rathbones. The book considers what makes business families and family businesses unique, and examines the issues that advisors are often called upon to consider and address when assisting them. It helps practitioners to deepen their understanding of how families operate, and develop the skills and knowledge necessary to advise on such complex areas as conflicts between working and non-working family members, ownership structure, succession, wealth management, governance and meeting a family’s philanthropic objectives.

Members - Get a discount with your order

Non-members - Order online

European Cross Border Estate Planning

General Editor - Timothy Lyons QC TEP
Price - STEP member GBP944, non-members GBP1,049

European Cross Border Estate Planning discusses legal entities, the concepts of domicile and residence, considers reliefs and exemptions and explains the law relating to the estates of deceased individuals.

Members - Get a discount with your order

Non-members - Order online

Finance and Law for the Older Client

Price - STEP member GBP308, non-members GBP385

This looseleaf is designed to help financial advisers, lawyers and accountants advise their elderly clients on a range of financial and legal topics. It contains easy to access information that is both detailed and practical.

Endorsed by STEP, a 20% discount is available to STEP members.

Members - Get a discount with your order

Non-members - Order online

International Protection of Adults

Editors - Richard Frimston TEP, Alexander Ruck-Keene TEP, Claire van Overdijk TEP and Adrian Ward MBE TEP
Price - STEP member GBP140 (plus P&P), non-members GBP175

Endorsed by STEP, the International Protections of Adults provides a clear, comprehensive, and unique overview of all relevant capacity and private international law issues, and the existing solutions in common law and civil law jurisdictions and under Hague Convention XXXV. It is the only comprehensive analysis available of the key issues in relation to mental capacity in 52 jurisdictions, delivered by renowned experts in the field.

Members - Get a discount with your order

Non-members - Order online

The International Family Offices Journal

Editor - Barbara R Hauser TEP
Price - STEP member GBP332.50, non-members GBP475 for a one-year subscription (four issues)

International journal featuring articles from leading professionals, who discuss a range of topics including: the various family office models and structures; governance issues; protection of assets; charity projects; consensus and communication within families; next generation issues. Endorsed by, and featuring news alerts from, STEP.

Members - Get a discount with your order

Non-members - Order online

International Succession Laws

Consultant Editors -Mark Bridges, and David Way
Price - STEP member GBP262, non-members GBP328

Written by leading practitioners from around the world, this looseleaf title is an important service for trust practitioners, lawyers, accountants and banks.

Members - Get a discount with your order

Non-members - Order online

Planning and Administration of Offshore and Onshore Trusts

Consultant Editors - Simon Jennings, Joseph A Field and Anthony Travers
Price - STEP member GBP330, non-members GBP412

Members - Get a discount with your order

Non-members - Order online

Tolley’s Administration of Estates

Price - STEP member GBP427.99, non-members GBP534.99

In this one volume not only are all the important legal aspects discussed, but also tax and accounts issues are fully covered - and a variety of useful examples of completed forms and accounts help to provide practical assistance.

Approximately two issues per year (invoiced separately). Endorsed by STEP, a 20% discount is available to STEP members.

Members - Get a discount with your order

Non-members - Order online

Tolley’s Administration of Trusts

Price - STEP member GBP389.59, non-members GBP486.99

Written by a team of more than 20 distinguished and leading experts in the field, Tolley's Administration of Trusts provides practical and accessible guidance on all aspects of trust administration.

Approximately two issues per year, invoiced separately. Endorsed by STEP, a 20% discount is available to STEP members.

Members - Get a discount with your order

Non-members - Order online

Trust Drafting and Precedents

Editors - Geoffrey Shindler OBE and Julie Bell
Price - STEP member GBP328, non-members GBP410

Members - Get a discount with your order

Non-members - Order online

Trusts in Prime Jurisdictions: Fourth Edition

General Editor - Alon Kaplan TEP
Price - STEP Member GBP161, Non-Members GBP230

Members - Get a discount with your order

Non-members - Order online

STEP Books

We work with authors to publish certain titles that are of interest to our members. Members are eligible for discounts on these titles.

Discounted Books

Substantial member discounts with specialist publishers on selected titles. Member login required.