STEP is a global professional body that brings together lawyers, accountants, trustees, and other practitioners to assist families in planning for their futures. With a mission to inspire confidence in asset planning across generations, STEP sets and upholds high professional standards, informs public policy, promotes education, and connects practitioners worldwide to share knowledge and best practices. Full STEP members, known as TEPs, are highly regarded experts in their field, with recognized qualifications and extensive experience.

The brand offers a range of qualifications, including advanced certificates and diplomas, as well as a professional postgraduate diploma in private wealth advising. STEP also provides a comprehensive Continuing Professional Development (CPD) program for members. Through its global network of over 21,000 members in 96 countries, STEP aims to support families and individuals in making informed decisions about their assets.

Whether you need guidance in estate planning, trust administration, or wealth preservation, STEP and its members are dedicated to providing reliable and expert assistance. For more information about STEP and its services, visit their website or connect with them on social media platforms such as Twitter, Facebook, and LinkedIn