So busy that important developments are flying by? Welcome to the wrap-up of the top ten most popular stories in STEP’s online UK Digests throughout May 2015 as clicked by our readers. Promoters of asset protection trusts jailed for mis-selling: Eight people have received prison sentences for mis-selling so-called asset protection trusts to elderly clients with a fraudulent promise… Read More STEP UK News Digest wrap-up – May’s top stories

With an election looming and candidates battling in the polls, there’s been plenty of industry news to keep track of. Welcome to the wrap-up of the top ten most popular stories in STEP’s online UK Digests throughout April 2015 as clicked by our readers. HMRC cannot reject tax rebate claims as ‘out of time’: The Upper Tax Tribunal has… Read More STEP UK News Digest wrap-up – April’s top stories

The weather is warming up in many places and we’re spending more time in the sun away from our desks. Welcome to the wrap-up of the top ten most popular stories in the STEP International News Digest throughout April 2015. In case you missed them, here are the worldwide industry news stories most viewed by our readers. Septuagenarian Ricci… Read More STEP International News Digest wrap-up – April’s top stories

STEP’s North America News Digest recently covered the launch of Facebook’s ‘Legacy Contact’ feature. In the past Facebook froze the accounts of deceased persons, however this new option allows users to designate a person who will receive limited posthumous access to their account. This option represents a significant change for one of the most-used online… Read More Dealing with your online life before death

March was a busy month in the private wealth sector as jurisdictions around the world looked to build stronger information sharing agreements and increase transparency. Welcome to the wrap-up of the top ten most popular stories in the STEP International News Digest throughout March 2015. In case you missed them, here are the worldwide industry news stories most… Read More STEP International News Digest wrap-up – March’s top stories

Some major developments came out of Westminster this month with many impacting private client advisors. Welcome to the wrap-up of the top ten most popular stories in STEP’s online UK Digests throughout March 2015 as clicked by our readers. All about the budget: The 2015 UK Budget was, by far, the most significant story for readers of STEP’s… Read More STEP UK News Digest wrap-up – March’s top stories

No one who listened to the UK Chancellor’s 2015 Budget speech could be in any doubt that the General Election is approaching fast – the most eye-catching measures had a distinctly party-political feel. The clearest example was perhaps the announcement of a review of the use of deeds of variation. The law currently allows a… Read More A truly pre-election Budget

Welcome to the wrap-up of the top ten most popular stories in the STEP Wealth Structuring News Digest throughout February 2015. In case you missed them, here are the worldwide industry news stories most viewed by our readers. Geneva police raid HSBC: Authorities in Geneva have launched an inquiry into allegations of aggravated money laundering at HSBC Private Bank Suisse.… Read More STEP International News Digest wrap-up – February’s top stories

Welcome to the wrap-up of the top ten most popular stories in STEP’s online UK Digests throughout January 2015 as clicked by our readers. Film partnership investors force HMRC to suspend up-front payment notices: The England and Wales High Court has granted permission to UK film investors to challenge accelerated payment notices requiring them to pay disputed tax… Read More STEP UK News Digest wrap-up – February’s top stories

Nominations for the tenth annual STEP Private Client Awards (PCA) opened recently, providing an opportunity to acknowledge and celebrate professional achievement in private client practice around the world. This year 17 categories are open to individuals and firms globally across the industry, including a new category: the Vulnerable Client Advisor of the Year, recognising the… Read More Getting your PCA nomination right