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Profile of registrant

Society of Trust and Estate Practitioners

Identification number in the register: 64339983762-18
Registration date: 21/06/10 11:23:54

The information on this organisation was last modified on 17/06/14 11:36:40
The date of the last annual update was 17/06/14 11:36:40

Registrant : Organisation or self-employed individual

Name/company name: Society of Trust and Estate Practitioners
Acronym: STEP
Legal status: Company limited by guarantee
Website address:


Section: II - In-house lobbyists and trade/professional associations
and more precisely: Trade, business & professional associations

Person with legal responsibility

Surname, Name: Mr  David Harvey
Position: Chief Executive

Permanent person in charge of EU relations

Surname, Name: Mr  George Hodgson
Position: Deputy Chief Executive

Contact details:

Contact details of organisation's head office: 11-19 Artillery house (South) Artillery Row
London SW1P 1RT
Telephone number: (+44) 207 340 0500
Fax number: (+) 
Other contact information:

Goals / remit

Goals / remit of the organisation: The Society of Trust and Estate Practitioners (STEP) is the worldwide professional body for practitioners in the fields of trusts and estates, executorship and related issues. STEP aims to promote the highest professional standards through education and training leading to widely recognised and respected professional qualifications. STEP also works to demonstrate the value of good stewardship and planning across future generations to governments, professionals, financial institutions and the public. STEP internationally has over 19,000 members, with almost 7,000 members in the EU. Over 4000 students worldwide are currently studying for STEP qualifications and STEP supports an extensive regional network providing training and professional development
The organisation's fields of interests are:
  • global

Number of persons engaged in activities falling under the scope of the Transparency Register

Number of persons: 4
Complementary information:

Persons accredited for access to European Parliament premises

No accredited persons


Main EU initiatives covered the year before by activities falling under the scope of the Transparency Register:

Savings and inheritance tax matters. Taxation and legal treatment of trusts.Anti-money laundering regulations. Inheritance & succession law.

Fields of interest for e-mail alerts on consultations and roadmaps;

Fields declared by the organisation:
  • Economic and Financial Affairs
  • Home Affairs
  • Justice and Fundamental Rights
  • Taxation


Information on (i) organisation's membership of any associations/federations/confederations or (ii) relationships to other bodies in formal or informal networks.

International Fiscal Association, European Law Institute.

Financial data

Financial year: 03/2013 - 03/2014
Estimated costs to the organisation directly related to representing interests to EU institutions in that year: 50000  € - 100000  €
Amount and source of funding received from the EU institutions in financial year n-1 of registration
Procurement: 0 €
Grants: 0 €
Other (financial) information provided by the organisation:

Code of conduct

By its registration the organisation has signed the Transparency Register Code of Conduct.