Need to catch up on a month’s worth of news in just a few minutes? Welcome to the wrap-up of the top ten most popular stories in the STEP Wealth Structuring News Digest throughout November. In case you missed them, here are the worldwide industry news stories most viewed by our readers. G20 summit agrees beneficial ownership policy: G20… Read More STEP Wealth Structuring News Digest wrap-up – November’s top stories
The year is drawing to a close but there has still been plenty of activity in the private wealth sector throughout November. Welcome to the wrap-up of the top ten most popular stories in STEP’s online UK Digests throughout November as clicked by our readers. Woman who disowned mother fails in claim on estate: A woman who wrote… Read More STEP UK News Digest wrap-up – November’s top stories
The Contentious Trusts and Estates SIG Half-Day conference is designed to appeal to litigators interested in the latest cases in the field. It’s also relevant to non-contentious practitioners wishing to avoid problems in the future. It will feature leading speakers, in many cases with a direct involvement in the cases considered. Nicholas Le Poidevin QC of… Read More Knowledge pool: why you should attend the Contentious Trusts and Estates SIG Half-Day Conference
Welcome to the wrap-up of the top ten most popular stories in the STEP Wealth Structuring News Digest throughout October. In case you missed them, here are the worldwide industry news stories most viewed by our readers. IFCS group publishes new trust regulation standards: The Group of International Finance Centre Supervisors has issued a new standard on the regulation… Read More STEP Wealth Structuring News Digest wrap-up – October’s top stories
Head in the clouds? Missed key recent industry news? Welcome to the wrap-up of the top ten most popular stories in the STEP online Digests throughout October as clicked by our readers. Charity loses challenge to executors’ interpretation of nil-rate band: The executors of Valerie Smith were entitled to interpret the expression ‘nil-rate band’ in her will… Read More STEP UK News Digest wrap-up – October’s top stories
The Family Firm Institute annual conference is a mixing pot of those who advise family businesses and business families – family counsellors, management consultants, mediators, accountants, lawyers, psychiatrists, psychologists, academic commentators, a good few family members and, interestingly, consultants who have come from businesses, families. A good few of the above are TEPs. This year’s… Read More Business, family and ownership: working in three dimensions
The Social Care Institute for Excellence (SCIE) is working on behalf of the Department of Health to collate resources that prove useful in practitioners’ work in relation to mental capacity. To that end I am coordinating a response from STEP comprising useful practice materials that will be provided to the SCIE. STEP’s ‘Clarity on Capacity’ event in early September… Read More Answering the call for Mental Capacity Act best practice documents
This week I spoke at a lively conference, Engaging in a Transparent World, in Nassau. There were some thought provoking presentations on the theme of how an international financial centre such as the Bahamas could best adapt to the ‘new normal’ of automatic tax information exchange and greater clarity of beneficial ownership; the emphasis being… Read More Adapting to and embracing the ‘new normal’: opening the Bahamas to international firms
The Financial Times (FT) ran a story on Saturday 18 October about confusion over the Foreign Account tax Compliance Act (FATCA) deadline for trusts. It’s certainly true that the US has provided no clear deadline for trusts that need to register with the IRS under a Model 1 IGA. As the FT notes, the collective… Read More FATCA deadline looming
In London on 11 September 2014, over 80 practitioners, including both legal and medical professionals, came together to discuss the issue of testamentary capacity at the sold out event ‘Clarity on Capacity’, hosted by STEP’s UK Practice Committee in conjunction with the Mental Capacity Special Interest Group. Following on from an article in the March… Read More Lessons from ‘Clarity on Capacity’
The STEP Blog 