STEP logo in white


Who we are

STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. STEP provides confidence to families by setting standards, training and educating their members, and upholding those standards.

Full STEP members, known as ‘TEPs’, are internationally recognised as experts in their field. TEP’s often help to support¬†older or people in vulnerable situations with managing their finances.

Elderly woman standing with a supportive younger woman

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