GROW WITH STEP Join the leading international network of experts in family inheritance and succession planning

CONTENTS 1 2 3 4 5 6 STEP EXPLAINED OUR MEMBERS GROW WITH QUALITY EDUCATION & RESOURCES 4 GROW WITH PROFESSIONAL RECOGNITION 5 GROW WITH INTERNATIONAL CONNECTIONS HOW TO JOIN STEP 6

STEP EXPLAINED STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience. In joining STEP, you will become part of a unique global network of more than 20,000 practitioners across 96 countries, drawing together lawyers, accountants, trustees, and other specialists.

STEP EXPLAINED ACCORDING TO OUR WOULD RECOMMEND STEP TO A COLLEAGUE LATEST MEMBER SURVEY, 97% OF STEP MEMBERS WOULD RECOMMEND STEP TO A COLLEAGUE ‘We have a long association with STEP and have actively encouraged all our tax and trust based client-facing staff to work towards STEP membership.’ Rawlinson & Hunter

OUR MEMBERS REGIONAL MEMBERSHIP Asia & Australia 11% Caribbean & Latin America 8% USA 5% Africa & Arabia 2% UK & Ireland 38% Continental Europe 13% Crown Dependencies 12% Canada 11% STEP members help families plan for their futures, from drafting a will to advising on issues concerning international families, protection of the vulnerable, family businesses and philanthropic giving. 

OUR MEMBERS 6 1 7 2 8 3 9 4 10 5 TOP TEN STEP MEMBER PROFESSIONS Accountant  6 1 Lawyer 7 Financial Advisor 2 Solicitor 8 Trust Officer 3 Attorney 4 Barrister 9 Trustee/Fiduciary Officer Tax Advisor 10 5 Notary

GROW WITH QUALITY EDUCATION AND RESOURCES Extensive suite of courses, qualifications and diploma programmes STEP Journal and TQR to keep you up-to date with the latest industry trends Attend seminars, conferences and web events on a local, national and international level

GROW WITH QUALITY EDUCATION AND RESOURCES THEIR SPECIALIST MEMBERS FEEL THE MOST IMPORTANT BENEFIT STEP PROVIDES IS THE OPPORTUNITY TO DEVELOP THEIR SPECIALIST KNOWLEDGE AND SKILLS ‘The professional education that STEP provides is extremely valuable, as is the range of training and CPD resources offered.’ Charlotte Denton TEP NWH Global, Guernsey

GROW WITH PROFESSIONAL RECOGNITION Members are recognised as experts by employers, governments, regulators, clients and practitioners TEP designation status and STEP logo is recognised globally Become a contributor and get involved in writing for our publications, speak at STEP events and contribute to technical and policy debates

GROW WITH PROFESSIONAL RECOGNITION STEP MEMBERSHIP IS 93% OF MEMBERS BELIEVE STEP MEMBERSHIP IS CONSIDERED IMPORTANT WITHIN THE INDUSTRY ‘It is an industry standard of quality to be a STEP member and a useful ‘international passport’ for the private client practitioner.’ Mark Summers TEP, Charles Russell SpeechlysAG, Switzerland

INTERNATIONAL CONNECTIONS GROW WITH INTERNATIONAL CONNECTIONS Over 20,000 member profiles in our online directory Add value to your business and clients with International business development opportunities Be part of our Special Interest Groups and exchange knowledge with people who work in your specialist area

GROW WITH INTERNATIONAL CONNECTIONS THEIR CAREER 91% OF MEMBERS SAY STEP HAS BENEFITED THEIR CAREER ‘STEP has introduced me to a world of like-minded professionals, all highly qualified in their field, so that we can collaborate on our complicated cross-border planning matters.’  Kathryn von Matthiessen TEP, Katten Muchin Rosenman LLP, USA

HOW TO JOIN STEP www.step.org/join Exam Route Essay Route There are three routes to membership, depending on your level of experience and qualifications Exam Route Accumulate 240 credits through completing qualifications and demonstrating relevant professional experience If you are already qualified, demonstrate your experience by submitting three Essays of approximately 5000 words Essay Route Already hold a relevant professional qualification and a minimum of ten years’ senior experience working at leadership level, complete an Expertise route application form Expertise Route www.step.org/join

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