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time, more than 350 delegates joined us from 47 countries.

Register for Congress today
STEP Arabia Conference

The STEP Arabia Conference will take place on 11 November 2024 in Dubai at the
Habtoor Palace. Secure your place at the foremost wealth planning and networking
event in the region.

Register for the conference today
Join STEP

Join the leading global network of trust and estate professionals

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60-second interview

In anticipation of James Quarmby TEP speaking at the upcoming STEP Bermuda
Conference, we spoke to him about the Conference and his session within it.

Read now
Research Reports

Download Circular Economy Principles for Family Business and Wealth Stewardship:
A New Governance and Sustainability Framework.

Download your copy
Asia Conference

This year’s conference will take place on 12-13 November 2024 at the Marina Bay
Sands in Singapore.

Register today
Advanced Certificate in Advising Vulnerable Clients

The will preparation qualification enables will draftsmen to provide an
excellent service to their clients, whatever their circumstances.

Find out more
CPD Audit Notice

The 2024 CPD Audit is due to commence on 27th August. Those selected for audit
will be notified via email, please ensure your contact details and CPD record
are up to date.

Log in to update
STEP's Jobs Board

Find your ideal role, or recruit your ideal candidate.

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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.



Join STEP now
Setting Standards

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

View professional standards
Industry News
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CJEU CLARIFIES EXEMPTIONS FROM BAN ON LEGAL SERVICES TO RUSSIANS

A notary working in a European Union Member State does not breach the EU's
sanctions against Russia when authenticating the sale of a property owned by an
unlisted Russian company, the Court of...

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Content


NEW UK REGULATIONS PERMIT LAWYERS TO ADVISE RUSSIANS ON COMPLYING WITH SANCTIONS

The UK government has enacted new regulations clarifying that professionals can
provide Russian clients with legal advice intended to help them comply with
sanctions, despite the general ban on legal...

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Content


LITIGATION COSTS MUST BE KEPT SEPARATE FROM 1975 ACT AWARD, SAYS EWHC

The England and Wales High Court (EWHC) has ruled on the controversial issue of
whether litigation costs in disputes under the Inheritance (Provision for Family
and Dependants) Act 1975 (the 1975 Act)...

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