With five years before the next UK General Election, many predicted the Chancellor would make radical tax changes, but the announcements fell short of hitting that mark. In his March 2015 Budget, George Osborne stated that he intended to review non-UK domicile status and whether it should be harder to obtain. Changes were expected to… Read More The post-election UK Budget was radical — but only with a small r

Want to know why FIFA and FATCA were big news items in the Latin American private wealth sector last month? Welcome to the wrap-up of the top five most popular stories in the STEP LatAm News Digest throughout June 2015. In case you missed them, here are the worldwide industry news stories most viewed by our readers. Effect of… Read More STEP LatAm News Digest wrap-up – June’s top stories

June was a big month in the North American private wealth sector with the US Supreme Court ruling in favour of same-sex marriage and new tax rules due to come in for Canadian trusts. Welcome to the wrap-up of the top five most popular stories in the STEP North America News Digest throughout June 2015. In case… Read More STEP North America News Digest wrap-up – June’s top stories

Too busy enjoying the sunshine to keep up with the latest developments in the private wealth field? Welcome to the wrap-up of the top ten most popular stories in the STEP International News Digest throughout June 2015. In case you missed them, here are the worldwide industry news stories most viewed by our readers. Responses to new Commission ‘blacklist’: The… Read More STEP International News Digest wrap-up – Junes’ top stories

Sick of getting key industry news on the grapevine? Welcome to the wrap-up of the top ten most popular stories in STEP’s online UK Digests throughout June 2015 as clicked by our readers. Conservative Party confirms election campaign promises: Treasury Minister David Gauke MP has confirmed to parliament that the new Conservative government will introduce a transferable main residence… Read More STEP UK News Digest wrap-up – June’s top stories

These are exciting times for STEP’s Employer Training Scheme (ETS) as we continue to welcome new members to the pilot programme. The ETS is about helping employers of STEP students to plan and deliver the best possible learning experience and upskilling their staff to provide the highest quality service to clients. We will have accredited… Read More Coming to the table to talk training

The publication on Wednesday 17 June by the EU Commission of a so-called ‘blacklist’ of 30 ‘non-cooperative’ jurisdictions which the Commission claims to not meet EU standards of transparency, exchange of information and fair tax competition is a curious piece of work. The Commission claims its list is based on equivalent lists by EU Member States.… Read More The curious incident of the EU ‘blacklist’

Looming deadlines, the US campaign against tax evasion in Switzerland and the estate woes of a blues music legend. Welcome to the wrap-up of the top five most popular stories in the STEP North America News Digest throughout May 2015. In case you missed them, here are the top five US industry news stories most viewed by our readers. Deadline approaches… Read More STEP North America News Digest wrap-up – May’s top stories

Struggling to hold a grasp on the myriad developments in the Latin American private wealth industry? Welcome to the wrap-up of the top five most popular stories in the STEP LatAm News Digest throughout May 2015. In case you missed them, here are the worldwide industry news stories most viewed by our readers. Bank of America cancelled Belize correspondent… Read More STEP LatAm News Digest wrap-up – May’s top stories