Category: Policy

Knowledge pool: why you should attend the Contentious Trusts and Estates SIG Half-Day Conference

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

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Answering the call for Mental Capacity Act best practice documents

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

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Adapting to and embracing the ‘new normal’: opening the Bahamas to international firms

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

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Lessons from ‘Clarity on Capacity’

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’

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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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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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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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STEP England & Wales Biannual Statement – June 2014

Over the last six months, the England and Wales Regional Committee has been involved in some significant changes to policy, education and business planning initiatives. These adjustments have presented both challenges and opportunities and have been received with enthusiasm by our members. The Committee spent time at the beginning of the year providing input to… Read More STEP England & Wales Biannual Statement – June 2014

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