Society of Trust & Estate Practitioners

The Society of Trust and Estate Practitioners (‘STEP’) is the global professional association for practitioners who specialise in family inheritance and succession planning.


The importance of STEP qualification

Most of our senior solicitors are full members of STEP.  This means they have undertaken further qualifications in the specialist areas of estate administration, trust administration, taxation of trusts and estates and trust and estate accounting.

Full STEP members are known as TEPs (Trust and Estate Practitioners).  They are internationally recognised as experts in their field, with specialist, proven qualifications and experience.

TEPs must adhere to the Code of Professional Conduct, requiring them at all times to act with integrity and in a manner that inspires the confidence, respect and trust of their clients.  In England and Wales, TEPs who draft Wills are also bound by STEP’s Will Code.

For more information about STEP, click here.

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