The Society of Trust and Estate Practitioners, or STEP, is the leading worldwide professional body for practitioners in the fields of wills, trusts and estates and related issues such as Inheritance Tax.
STEP promotes the highest professional standards through education and training, leading to widely respected professional qualifications. Some members our Private Client Team hold these qualifications. All STEP members must undertake continuing professional education, alongside the similar annual requirements of their individual professional qualifications, to ensure they are constantly updating their skills and knowledge.
All STEP members are subject to an extensive Code of Professional Conduct. Members are required at all times to act with integrity and in a manner that inspires the confidence, respect and trust of both clients and the wider community.
Full members of STEP are entitled to refer to themselves as Registered Trust & Estate Practitioners and use the designation TEP.
STEP Members at Gilbert Stephens LLP:
Full members (TEPs): Affiliate Members:
Lesley Austen Nik Barnes
Jonathan Cave Catherine Rosewell
STEP Standard Provisions 1st Edition (1992) http://www.step.org/sites/default/files/Comms/STEP_Standard_Provisions1.pdf
STEP Standard Provisions 2nd Edition (2011) http://www.step.org/sites/default/files/Comms/SSP2_rebrand.pdf
STEP Code of Professional Conduct http://www.step.org/sites/default/files/Governance/Key_Governance_Documents/STEP_Code_of_Professional_Conduct_2016.pdf
Step Code for Will Preparation in England & Wales http://www.step.org/sites/default/files/Policy/Will_Code_2016.pdf
Code for Professional Conduct in relation to Taxation http://www.step.org/sites/default/files/Policy/pdfs/professional-conduct-taxation-may15.pdf