• Full members can use the TEP designation and the STEP logo - enhancing their profile in the industry
• STEP Journal and the Trust Quarterly Review (TQR)
• STEP Directory and Yearbook
• CPD accredited programme of events
• International, national and branch programme of conferences and seminars
• Technical and membership newsletters by email
• Government lobbying and representation
• Trusts discussion forum
• Online technical resources
• Listing on the Find a Practitioner area of the STEP website
• Discounts on services such as publications and educational training
• Jurisdiction summaries
• Special interest groups
• STEP job search
• STEP TV
• STEP Wealth Directory

On completion of the STEP Diploma for Accountants and Tax Practitioners (Trusts and Estates) you can apply to upgrade from student to full STEP membership.

STEP will contact you regarding upgrading after you have completed the course OR you can complete the membership upgrade form which is available to download from the STEP website and return it to the STEP Worldwide office within six months of completion of your studies.

Membership Department
STEP Worldwide
Artillery House (South)
11 - 19 Artillery Row
London
SW1P 1RT
UK

Your application will be considered by the membership committee who meet monthly. Successful applicants will receive a letter confirming their upgrade to full membership along with a welcome pack which includes all their required materials along with their STEP membership certificate. You will also receive a copy of the STEP Yearbook & Directory soon after. This process takes between four to ten weeks.

• A personal listing in the STEP Directory and Yearbook and on the STEP website
• Exercise voting rights
• Receive a Certificate of Membership of STEP
• Use of the STEP logo
• Use the letters TEP (Trust and Estate Practitioner) after your name