STEP members spend their professional lives working with families and tackling real problems.  Common issues for members to advise on are:


How does STEP ensure its members are best qualified to represent my interests?

STEP’s primary focus is on professional development.  We offer a number of formal qualifications ranging from entry-level programmes to advanced certificates and diplomas.  These formal qualifications are supplemented by resources designed to help our members maintain and develop their skills and knowledge so that they can best serve their clients.

Members are expected to abide by STEP’s Code of Professional Conduct, which sets out the key ethical and professional standards a member should uphold.  These professional standards provide a clear understanding of what to expect from a STEP Member.

Working To
Protect Families

STEP Worldwide takes a leading role in explaining our members’ views and expertise to governments, tax authorities, regulators and the public.

STEP has consistently campaigned for fair, transparent and consistent tax rules to give families the confidence to make long-term plans.   We also work to defend families’ right to legitimate confidentiality in their financial affairs and to protect their information from risk of abuse.

STEP therefore works closely with governments and regulatory authorities to highlight the impact of any proposed changes to legislation and provide technical support and advice where appropriate.