Services in Trusts and Estate Planning
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.
What do STEP members do?
As specialists in inheritance and succession planning, STEP members draft wills and trusts, administer estates, act as trustees and advise families on how best to structure their finances to ensure compliance and preserve their assets for future generations. Some examples of what STEP members may advise on are:
- providing for someone following their partner’s death, while protecting the interests of their children;
- ensuring elderly or vulnerable relatives are cared for and supported;
- helping families with interests spread across the world to be compliant with the laws and tax rules of different countries;
- ensuring that a family business will pass safely from one generation to another;
- helping clients to support charitable causes in an effective way.
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