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    • Thursday, 02 February 2023

    Recent and future changes in Swiss inheritance law: impact on the succession of family businesses

    Tuesday, 07 February 2023

    ATAD 3 / Shell Entity Directive - A further measure proposed by the EU to combat aggressive tax planning

    Thursday, 09 February 2023

    Divorce: Impact for Trusts, Trustees, and Beneficiaries and Top Tips to limit the damage

    Wednesday, 01 March 2023

    Regulation Update: UK Trust Registration and EU ATAD 3 Substance Requirements

    Wednesday, 08 March 2023

    Sustainable Finance aus Sicht der Aufsichtsbehörde

    Wednesday, 15 March 2023

    Challenges in a Changing World

    Thursday, 23 March 2023

    SINGLE-FAMILY OFFICES: Capabilities, Governance and Investment Networks

    Wednesday, 29 March 2023

    Introduction to Trusts 2023

    Wednesday, 19 April 2023

    Italian tax developments on trusts and the lump sum tax regime

    Wednesday, 03 May 2023

    Swiss & Liechtenstein STEP Federation ALPINE CONFERENCE 2023

    Thursday, 29 June 2023

    30th Anniversary Party STEP
    [11] RESULTS
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    Global knowledge & experience

    membership routes

    Membership of STEP is obtainable only by examination or other test of professional competence.

    Become a Step Member

    The Society of Trust and Estate Practitioners STEP is the professional body for the trust and estate profession worldwide and currently has over 20’000 members and students.

    STEP Members come from the legal, accountancy, corporate trust, banking, insurance and related professions, and are involved at all levels in the planning, creation and management of, and accounting for, trusts and estates, executorship, administration and related taxes. Full Members of STEP are by definition the most experienced and senior practitioners in the field of trusts and estates.

    STEP was founded with the aim of bringing together all the practitioners in the field and cutting across old established professional boundaries. Through meetings, seminars, lectures, national and international conferences and the exchange of technical papers and reports, Members share information, knowledge and experience, and benefit from the network of contacts that membership provides.