Best Practice & Guidelines

The STEP Standard Provisions provide non-technical clauses for practitioners to include in wills they prepare. There are Provisions that cover the law of England and Wales, and Northern Ireland respectively.

Guidance for members on a range of subjects, from FATCA to trustee exemption clauses.

Practical materials to assist our members in their work.

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