STEP is the global professional association for those advising families across generations.


Join the leading international network of experts in trust and estate planning!
Membership of STEP demonstrates commitment to high professional standards and continued professional development, inspiring the confidence, respect and trust of employers, clients and of the wider community.


STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures.
Our mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.


Access your account, edit your profile, explore member benefits, and more about getting involved as a STEP member.


STEP provides an array of resources to keep you up to date with the latest developments, and to build your skills and knowledge.
The Knowledge Hub brings all of these resources together into one place. You can search the whole Knowledge Hub by keyword, author or topic; or you can visit the individual sections to fully explore what’s on offer.
Step Journal

The STEP Journal provides news, reviews, opinion and technical analysis on trends and issues facing trust and estate practitioners internationally.


All STEP and CLTI teaching and assessments will remain online until the end of December 2021. This includes workshops, revision classes and assessments.


STEP’s high-quality events offer continuing professional development to help you get and stay ahead of your peers.
These events are major forums for topical industry discussion presented by senior practitioners and academics. At present, many of our long-standing conferences have adapted to the current conditions and in place of the in-person event we bring to you either virtual conferences or webinar series’.


STEP is a community of more than 21,000 practitioners, forming an information network enabling the sharing and exchange of knowledge and ideas.

Within the wider STEP community, we have several specialist communities, including seven Special Interest Groups and an Academic Community. You can also get involved with members online through our topic-based forums and social media platforms.
Special Interest groups

STEP Special Interest Groups (SIGs) provide the opportunity for practitioners and related professionals to connect and advance their focused area of practice.

Academic Group

The Academic Community aims to further research in the fields of practice represented by STEP.


Explore the Employer Partnership Programme (EPP), Industry Jobs board, and a range of career support services designed to ensure STEP members get the best possible career experiences.