Code of Conduct

STEP’s Codes of Professional Conduct provide a broad set of principles for the conduct of a member’s professional activity.

  • All STEP members are expected to abide by the STEP Code of Professional Conduct, which highlights the principal professional standards that a STEP member agrees to uphold.
  • All members who advise on UK tax must also adhere to guidance on Professional Conduct in Relation to Taxation (PCRT).
  • Members practising in England and Wales are also expected to abide by the STEP Code for Will Preparation.  

Watch STEP CPD Panel member Greta Pender TEP explain STEP's Code of Professional Conduct.

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Further resources

Standards Guidance

Guidance on certain aspects of STEP's Code of Professional Conduct.

CPD

Find out about STEP’s CPD policy and requirements.

Best Practice and Guidelines

Templates, toolkits and technical guidance.