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

As the sun sets on May there have been plenty of private wealth developments to consider. Welcome to the wrap-up of the top ten most popular stories in the STEP International News Digest throughout May 2015. In case you missed them, here are the worldwide industry news stories most viewed by our readers. Beneficial ownership registers likely to go live… Read More STEP International News Digest wrap-up – May’s top stories

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