STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. We work to improve public understanding of the issues families face in this area and promote education and high professional standards among our members.
STEP members help families plan for their futures, from drafting a will to advising on issues concerning international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.
By joining STEP, practitioners and employers benefit from quality education and resources, professional recognition, and international connections. There are three routes to membership, depending on a practitioner’s level of experience and qualifications – Exam, Essay or Expertise. You can join via these routes to become either a Student, Affiliate, Associate or Full Member of STEP. Find out more about joining STEP at www.step.org/join
Key Services
Key Contact
Kelly Farrell
T: 020 3752 3700
E: Kelly.farrell@step.org
Linkedin: https://www.linkedin.com/in/kelly-farrell-0b97643/
Address:
Artillery House
11-19 Artillery Row
London
SW1P 1RT
In STEP’s Attitudes to Wealth report, research showed that clients are increasingly diversifying into digital assets and other non-traditional investments. STEP has been at the forefront of exploring what this means for professionals operating with
Entries are now open for the STEP Private Client Awards – recognising excellence, innovation and best practice across the global private client community. Why enter? Gain independent recognition for your expertise and the vital work
We are excited to announce that the 2026 STEP Private Client Awards are now open for entries. STEP is a global professional membership body for lawyers, accountants, trustees and other practitioners that help families plan
Confidently navigate digital assets in estate planning and administration with the knowledge and skills essential for today’s digital world. Digital assets are now part of everyday life and increasingly form a key part of clients’
In the 2024 Autumn Budget, the UK government announced changes to agricultural property relief (APR), business property relief (BPR) and unused pension funds. STEP, the global membership body for inheritance advisors, recently submitted two consultation
As we progress through the largest intergenerational wealth transfer ever seen, the concept of the responsible stewardship of wealth has become ever more relevant to high-net-worth individuals (HNWIs) around the world. The beneficiaries of this
Michael Olesnicky TEP, of STEP Hong Kong, and James von Simson TEP, of STEP City of London, have been elected as Deputy Chairs of STEP, the multidisciplinary, global professional body for advisors that help families
The global professional membership body STEP is delighted to announce the winners of this year’s worldwide Excellence Awards. STEP’s Excellence Awards celebrate exceptional student achievement by recognising the highest achievers across all STEP qualifications and
The global membership body STEP has today announced the shortlist for the 2025 Private Client Awards. The judges have chosen 73 firms and 18 individuals from 21 countries as meeting the high standard needed to
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. Open globally to both STEP members and non-members, these prestigious Awards recognise and celebrate excellence among private client
As we stand at the crossroads of unprecedented technological advancements, shifting societal values and complex global challenges, STEP Global Congress gathers thought leaders, industry experts, policymakers and innovators to engage in a dynamic dialogue about
How do practitioners deal with increasingly complex modern family structures? What can go wrong if a will or probate isn’t prepared properly? STEP’s new online and on demand CPD Learning Course – Contentious Estates, will
Are you looking for a new job opportunity? Or maybe you need to fill a position in your team or firm? Whether you are looking for a new role or recruiting candidates, STEP Jobs Board
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. Open globally to both STEP members and non-members, these prestigious Awards recognise and celebrate excellence among private client
STEP has responded to the House of Common’s Justice Committee Inquiry into the performance of the probate service amid concerns about serious delays. Delays in the probate service have risen sharply and the enquiry focuses
STEP’s recent international mental capacity survey showed that there is a clear demand for cross-border recognition and portability of lasting powers of attorneys (LPA) and enduring powers of attorney (EPA). As a result, STEP has
STEP continues to focus on the significant issues that surround loss of capacity particularly in light of a recent report stating that dementia cases are set to triple by 2050. Therefore supported by the Alzheimer’s
How do practitioners deal with increasingly complex modern family structures? What can go wrong if a will or probate isn’t prepared properly? STEP’s new online and on demand CPD Learning Course – Contentious Estates, will
How do practitioners deal with increasingly complex modern family structures? What can go wrong if a will or probate isn’t prepared properly? STEP’s new online and on demand CPD Learning Course – Contentious Estates, will
STEP are running a joint event, with Farrer & Co, on 17 October at the Law Society about modernising wills, with regard to mental capacity and will disputes. Law Commissioner Professor Nicholas Hopkins will be
Are you looking for a new job opportunity? Or maybe you need to fill a position in your team or firm? Whether you are looking for a new role or recruiting candidates, STEP Jobs Board
The global membership body STEP has today announced the shortlist for the 2023/24 Private Client Awards (PCA). The judges have chosen 75 firms and 11 individuals as being of the high standard needed to win
By Simon Hodges, Director of Profession at STEP Today’s Wills and Probate readers will be all too familiar with the public perception of inheritance tax (IHT) as being too complex, ineffective and unfair. It’s certainly
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. Open globally to both STEP members and non-members, these prestigious Awards recognise and celebrate excellence among private client
Tony Pitcher TEP, Chair of the Jersey Board of Altum Group, has been elected as worldwide Chair of STEP, effective 1st January 2023. Tony qualified as a chartered accountant in 1986 and over the course
We asked Tony Pitcher TEP what he is looking forward to about this year’s STEP Congress. What’s the best thing about Congress? The people. For Congress, we have a great range of exciting speakers, with
Your opinion matters We invite both members and non-members of STEP to give us your opinion on the Society by completing this survey. The results of this survey will help us to understand your priorities
STEP are delighted to welcome the Global Congress to London on 7th-8th July 2022 with a quality programme of presentations and debates that deal with the big issues that our profession faces. The Congress will
STEP welcomes change to guidance on financial Lasting Power of Attorneys that makes it easier for families to get value for money for their loved ones STEP is delighted that the Office of the Public