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Join STEP
Join STEP
Membership Benefits
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Qualifications
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Advanced Certificates
Certificates
The STEP Diploma
Qualifications & Membership Framework
Postgraduate courses
Professional Postgraduate Diploma in Private Wealth Advising
Continuing Professional Development (CPD) Learning
Contentious Estates
The Informed Trustee
Automatic Exchange of Information
Members
Members
Welcome to STEP new members
Your Membership
Code of Conduct
Member Declaration
Upgrade
Membership Categories
Member Benefits
Member Fees
Continuing Professional Development (CPD)
Recording your CPD
STEP CPD Learning
CPD FAQs
Member Tools
Marketing Portal
Investment Services
STEP Logo & Usage
Volunteers
Get Involved
Committee Vacancies
Branch Portal
EDI: Living our Values
Founder's Awards
Knowledge Hub
Knowledge Hub
Industry News
Industry News Digests
Topics in focus
30 Years of Trusts
Decoding Digital Assets
Digital Assets Hub
Mental Capacity Hub
Modern Families Hub
Responsible Stewardship of Wealth Hub
STEP Journal
Back Issue Archive
STEP Journal+
Editorial Board
Advertise
Subscribe
Contribute
TQR
Back Issue Archive
Editorial Board
Contribute
Sponsored Content
Roundtables
Sponsored Supplements
Industry Insight
Books
STEP Books
Discounted Books
Jurisdiction Reports
Web Events Library
Thought Leadership & Research
Digital Assets: A Call to Action
Responsible Stewardship of Wealth
Meeting the Needs of Modern Families
Social and economic benefits of trusts
Wills and Trusts: Buyer Beware
Loss of Mental Capacity: A Global Perspective
Best Practice & Guidelines
Russia-Ukraine conflict & associated sanctions
Technical Guidance and Briefing Notes
Templates and Toolkits
Digital Legacy Scorecard
Digital assets: Explained
STEP Standard Provisions (England, Wales and Northern Ireland)
Events
Events
Upcoming Events
Conferences
Meeting/Seminars
Private Client Awards
Web Events
SIG-Related Events
Past Events
Past Conferences
Past Meeting/Seminars
Past Web Events
Past SIG-Related Events
Communities
Communities
Special Interest Groups
Business Families
Contentious Trusts and Estates
Cross-Border Estates
Digital Assets
International Client
Mental Capacity
Philanthropy Advisors
Join a SIG
SIG Member Benefits
SIG related Qualifications
Awards
Contact SIGs
Academic Community
How to Join
Resources
Forums
The STEP Blog
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60 Second Interviews
Member News
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Jobs & Employers
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Career Support
New Members or Just Qualified
Employers
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About STEP
About STEP
What We Do
Where We Are
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Making a Complaint: Our Disciplinary Process
Governance
Central Structure and Governance
Region and Branch Governance
Branch Portal
Public Policy
Consultation tracker
STEP Global Representative Power
Anti-Money Laundering
Automatic Exchange of Information
Base Erosion and Profit Shifting (BEPS)
European Succession Regulation
Policy Points Series
Policy News
COVID-19: Supporting Members
COVID-19: Technical Hub
For the Public
STEP Will Code
Advice and Information
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Business Families SIG Steering Committee
Business Families SIG Steering Committee
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