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Welcome to STEP Scotland

Founded in 1991, the STEP Scotland Branch is one of the largest and most active branches in the UK with over 500 members. Our membership is growing and we are always keen to welcome new members. We are made up of professionals from the worlds of law, tax, accountancy and wealth management. Together, we work with our members to strengthen STEP’s professional standards with a view to achieving STEP’s vision to be the pre-eminent worldwide professional association for those advising families across generations.

As a branch we organise a number of conferences throughout the year with the aim of delivering high quality training to our members and other professionals who are involved in advising families. We also host local discussion groups and social events providing a forum for the STEP community to come together, share knowledge and support each other.

Our committee is made up of 13 members. We are committed to providing a link between Scotland and STEP HQ so that our members feel that they have an effective voice in developing STEP’s membership offering.

The Scotland Branch committee meets on a quarterly basis to discuss Branch business and to plan and manage the local educational programme, as well co-ordinating Scottish branch participation in STEP SIGs, the UK Practice Committee and STEP Worldwide Council.

Miss Alix Storrie TEP, Branch Chair

As Chair, Alix is responsible for the overall activities of the Scottish Branch.  She chairs our annual and bi-annual conferences as well as student events, committee meetings and the branch AGM. Alix organises the STEP Edinburgh Discussion Groups, assisted by one of our members, Sarah-Jane Macdonald. Alix has been Chair of STEP Scotland since June 2018, having acted as Vice Chair for the previous three years.

STEP Scotland Branch Local Discussion Groups

    • Edinburgh - Alix Storrie
    • Glasgow - Sandy Lamb
    • Aberdeen - Chloe Fitzgerald & Michael Kusznir
    • Dundee - Laura McDowall
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