STEP invites practitioners to give opinion on the Society

STEP invites practitioners to give opinion on the Society

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 and focus our offering, so that we can continually improve the services we provide.

The survey will close on 12th June 2022 and will take no longer than 10 minutes to complete. By completing the survey you’ll also be helping STEP’s Charity Partner, the World Literacy Foundation. For every survey completed, STEP will donate GBP1 (up to a maximum of GBP3,000) to the charity, which works to ensure every child has access to books and the right to acquire literacy skills from an early age.

The information gathered in this survey will be used by STEP to continually improve the service we offer.

The data will only be used for research purposes and will not be shared with any commercial partners or third parties. Please email [email protected] with any questions or feedback.

Thank you in advance for taking the time to help us with this research. Launch survey

This article was submitted to be published by STEP as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.






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]


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