Resources

Publications produced by the Society for trust and estate practitioners.

The Trusts Discussion Forum is a moderated mailing list dedicated to discussion by practitioners of topics relating to the drafting and administration of trusts, wills and other private client issues including taxation.

The STEP Helpline is a telephone service available to all members of STEP, fully qualified or students. Members can call one of the approved panel members for 15 minutes of advice time.

These brand guidelines have been prepared as a reference resource for use by STEP Worldwide branches and our external agencies. In this section you will find a lot of useful information, from the correct use of the STEP logo through to a library of templates for all marketing materials.

A number of marketing resources, ranging from Tip Sheets to interesting and insightful articles on a wide range of marketing practice and strategy.

STEP products are now available to order, including ties, umbrellas, scarves and pins.

The annual STEP Member Satisfaction Research was completed in February 2013.