The Society of Trust and Estate Practitioners (STEP)

The Society of Trust and Estate Practitioners (STEP) is the leading worldwide professional body for practitioners in the fields of trusts, estates and related issues. STEP members help families plan their long term financial future, facilitating good stewardship and financial planning across future generations. STEP members also help families comply with the often complex tax rules surrounding trusts, estates and inheritance.

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STEP’s Aims

STEP was founded with the aim of bringing together all the practitioners in the field and cutting across old established professional boundaries.

Through meetings, seminars, lectures, national and international conferences and the exchange of technical papers and reports, Members share information, knowledge and experience, and benefit from the network of contacts that membership provides.

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Need an issue solved or good quality advice?

Use a STEP practitioner to support you through any trusts, estates or related issues. STEP members (TEPs) provide expert advice on how to comply with the often complex law and tax rules surrounding trusts, estates and inheritance.

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