Society of Trust and Estate Practitioners

STEP (the Society of Trust and Estate Practitioners) was founded by George Tasker in 1991[1] and is the international professional body for advisers who specialise in inheritance and succession planning.

The main focus of the organisation is to promote high professional standards within the profession, to provide educational and networking opportunities for its members and to contribute to debate and public policy in its specialist field.

The designation TEP after a member's name is the only widely recognised mark for professionals in the trust and estate administration industry.

[3][4] All STEP members are subject to a Code of Professional Conduct requiring them at all times to act with integrity and in a manner that inspires the confidence, respect and trust of their clients and of the wider community.

[5] STEP members who advise on tax matters are also required to abide by guidance in the Professional Conduct in Relation to Taxation,[6] which includes an obligation on STEP members to not seek results contrary to the clear intention of Parliament.