STEP

Who we are

STEP is a global professional body, with more than 23,000 members 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, recognised by the letters 'TEP' (Trust and Estate Practitioner) after their name, are internationally recognised as experts in their field, with proven qualifications and experience.

Our culture and values

Our Vision

To be globally recognised as setting the standard for those advising families across generations.

Our Mission

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.

Our Values

Community: We respect each other and value diversity

Collaboration: We work together and learn from each other to find new and better ways of doing things

Integrity: We are honest, open and committed to upholding our ethical and professional standards

Continuous learning: We champion continued learning and development to build the knowledge and skills necessary to deal with a rapidly-changing business environment

Equality, diversity and inclusion policy

Equity, diversity and inclusion (EDI) go to the heart of STEP’s values of community, collaboration, integrity and continuous learning.

We are committed to fostering an inclusive and welcoming professional community: one that people want to join and remain actively involved with throughout their careers.

Everything we do, from understanding our members and their clients and ensuring our standards retain their globally recognised status, to developing and growing our global community, can only be enhanced with the contribution of diverse experiences, insights and perspectives. Garnering those diverse contributions depends on being open and welcoming of them – being so inclusive that we understand and value the rewards that they bring to us, our members and their clients.