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

Key Services

Key Contact

Kelly Farrell
T: 020 3752 3700
E: [email protected]


Artillery House
11-19 Artillery Row

Latest News

STEP Congress: 60-second interview with Tony Pitcher

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 over 20 different jurisdictions represented and almost double that number of jurisdictions represented by attendees. That we are able to […]Read More

Editor's Pick

STEP Global Congress 2022 to be held in London on

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 not only focus on the debates happening now, but also those that will dominate in the future too. This event […]Read More

Latest News

STEP welcomes change to guidance on financial LPAs

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 Guardian (OPG) has agreed to change its guidance on the requirement to have express provision for a discretionary investment management […]Read More