PRACTISE 3

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STEP is the global professional association for those advising families across generations. Our mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice.

60-second interview

As part of celebrating last year's Private Client Awards winners, we spoke to Hayden Bailey TEP from Boodle Hatfield, winners of International Legal Team of the Year (midsize firm) 2022.

Digital Assets Explained

We have produced a series of short video clips that explain some of the key terminology relating to digital assets.

Asia Conference

Join us on 14-15 November 2023 at the Grand Hyatt in Hong Kong. This annual conference is a must-attend event in the diaries of leading practitioners around the world.

STEP Diploma

The benchmark qualification for trusts and estates: Recognised globally, tailored for you.

Public Policy

Practical materials to assist our members in their work.

STEP Jobs

Find your ideal role, or recruit your ideal candidate.

Read the latest STEP Journal

Varnish test 28/06/2022 12:00 In Issue 5 of the STEP Journal 2021, we shine a spotlight on Europe, looking at tax updates across the continent and the changing trusts landscape in Switzerland. This issue also has a special focus on compliance and careers, covering compliance passports, beneficial ownership reporting and AML rules. This issue also celebrates our STEP Private Client Awards 2021/22 recipients.

Read full issue

The new STEP Diploma

iframe src="https://player.vimeo.com/video/726812116?h=0bf3860db1" width="640" height="360" frameborder="0" allow="autoplay; fullscreen; picture-in-picture" allowfullscreen> Introducing the STEP Diploma from STEP Worldwide on Vimeo.

Industry News
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Following its October plenary meeting, the Financial Action Task Force (FATF) has released its proposed revised version of Recommendation 24 on the transparency and beneficial ownership of legal...

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HMRC has amended the Inheritance Tax (Delivery of Accounts) (Excepted Estates) (Amendment) Regulations 2021 to implement suggestions made by HM Treasury's Office for Tax Simplification earlier in 2021...

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The US Financial Industry Regulatory Authority (FINRA) has told its member firms to incorporate recently issued Department of the Treasury anti-money laundering (AML) priorities into their risk-based...

COVID-19

STEP has been monitoring the development of the COVID-19 situation around the world. Our primary concern is the health and wellbeing of our members, our staff, our volunteers, and our event and course delegates and we are working to support our members across the world through this difficult time.