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

2. 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

3. 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.

4. 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

5. 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. 

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. THANK YOU