Author: STEPeditor

STEP Wealth Structuring News Digest wrap-up – September’s top stories

  Tired of surfing for the latest private wealth industry news? Welcome to the wrap-up of the top ten most popular stories in the STEP Wealth Structuring News Digest throughout September. In case you missed them, here are the worldwide industry news stories most viewed by our readers. Citizenship renunciation fee soars as American expats flee FATCA: US government… Read More STEP Wealth Structuring News Digest wrap-up – September’s top stories

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STEP UK News Digest wrap-up – September’s top stories

Summer might be over but there’s still plenty going on in the private wealth sector and you might need to catch up on the big industry news stories. Welcome to the wrap-up of the top ten most popular stories in the STEP online Digests throughout September most clicked by our readers. Amendments to intestacy and reasonable provision rules: The rules… Read More STEP UK News Digest wrap-up – September’s top stories

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The ‘Shellshock’ IT exploit: what you should do to protect your home and office systems

In April I provided advice to STEP members on how to handle the protection of their online accounts following the revelation of the ‘Heartbleed’ exploit. A new exploit dubbed ‘Shellshock’ was discovered last week and it is widely recognised as being more serious and far reaching than Heartbleed. With the potential to affect everything from… Read More The ‘Shellshock’ IT exploit: what you should do to protect your home and office systems

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Family finances – a private matter?

In a largely secret process, this autumn will see tense negotiations between Parliament and member states about the extent to which many hundreds of thousands, if not millions, of families should have intimate details about their financial affairs placed on public display. The public are rightly outraged that criminals, including tax evaders, so often seem… Read More Family finances – a private matter?

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STEP LATAM and North America News Digest wrap-up – August’s top stories

Catching up on the latest trust and estate sector news on the go? Welcome to the wrap-up of the top ten most popular stories in the STEP North America and LATAM News Digests throughout July. In case you missed them, here are the top STEP LATAM and North America News Digest stories most clicked by our readers. Robin… Read More STEP LATAM and North America News Digest wrap-up – August’s top stories

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STEP Wealth Structuring News Digest wrap-up – August’s top stories

Need to put all the pieces of trust and estate industry news together? Welcome to the wrap-up of the top ten most popular stories in the STEP Wealth Structuring News Digest throughout August. In case you missed them, here are the worldwide industry news stories most viewed by our readers. Anger at UK’s listing of Cayman as high-risk… Read More STEP Wealth Structuring News Digest wrap-up – August’s top stories

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The Risk Based Approach – implications for international business

Many STEP members will have been on holiday over the past few weeks. If so, they may have missed some important indicators of how the authorities plan to use the Risk Based Approach in anti-money laundering regulations aimed at tackling illicit money flows. One of the most significant technical developments in the revised FATF Recommendations… Read More The Risk Based Approach – implications for international business

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More than a tick in the box: why CPD audits matter

Most professional associations and regulators require members to adhere to a set of professional standards —usually including a clause on maintaining and updating knowledge. STEP has had rigorous requirements in this regard since the Society was formed in 1991, but since the majority of STEP members also answer to various regulators and professional bodies in their… Read More More than a tick in the box: why CPD audits matter

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Straight from the top – ‘Ask the Chair and CEO’

‘Ask me anything’ online engagement events are increasingly being used by public personalities and organisations to offer direct responses to questions posed by fans, followers and, indeed, members. In the spirit of talking directly to our membership we, STEP worldwide Chair Hélène Anne Lewis, and CEO of the worldwide Secretariat David Harvey, are inviting you… Read More Straight from the top – ‘Ask the Chair and CEO’

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