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    Profile of registrant

Society of Trust and Estate Practitioners

Identification number in the register: 64339983762-18
Registration date: 21/06/2010 11:23:54

The information on this entity was last modified on: 17/06/2014 11:36:40
The date of the last annual update was: 17/06/2014 11:36:40

This entry follows the format of the previous Register. It will be changed to the new format when the entity makes the next update.
Next update due latest on: 27/04/2015

    Registrant : Organisation or self-employed individual

Society of Trust and Estate Practitioners


Company limited by guarantee

    Section of registration

II - In-house lobbyists and trade/professional associations

Trade, business & professional associations

    Contact details

Artillery house (South), 11-19
Artillery Row
London SW1P 1RT

(+44) 207 340 0500


    Person with legal responsibility

Mr  David Harvey

Chief Executive

    Person in charge of EU relations

Mr  George Hodgson

Deputy Chief Executive

    Goals / remit

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



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

    Number of persons involved in the activities described in the box above


    Persons accredited for access to European Parliament premises

No accredited persons

    Fields of interest

  • Economic and Financial Affairs
  • Home Affairs
  • Justice and Fundamental Rights
  • Taxation

    Membership and affiliation

International Fiscal Association, European Law Institute.

    Financial data

03/2013  -  03/2014

50,000  € - 100,000  €

0 €

0 €

    Code of conduct

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