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

Having trouble keeping up with worldwide private wealth developments? Don’t be left out in the cold. Welcome to the wrap-up of the top ten most popular stories in the STEP Wealth Structuring News Digest throughout January 2015. In case you missed them, here are the worldwide industry news stories most viewed by our readers. Full text of AML… Read More STEP Wealth Structuring News Digest wrap-up – January’s top stories

Winter might be cold and dark but the private wealth industry keeps on spinning. 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. Planning for 2015: The January 2015 edition of Smith & Williamson’s family wealth management newsletter includes articles on the 2015… Read More STEP UK News Digest wrap-up – January’s top stories

A number of STEP seminars on advising family businesses are being held over the coming weeks. Practitioners eager to develop their expertise in advising family businesses and members of STEP’s Business Families Special Interest Group (SIG) should take the opportunity to attend one, if not all, of these expert-led events. Trustees and the Family Business… Read More It’s a good time to be a family business advisor

After long negotiations, the UK and EU Parliament are finally marching to the beat of the same 4th AML Directive drum. However, this was not the only big development in trust and estates around the world last month. Welcome to the wrap-up of the top ten most popular stories in the STEP Wealth Structuring News Digest… Read More STEP Wealth Structuring News Digest wrap-up – December’s top stories

Feeling a bit foggy after the holiday break? It’s time to get back up to speed with the latest trust and estate developments. Welcome to the wrap-up of the top ten most popular stories in STEP’s online UK Digests throughout December as clicked by our readers. Draft legislation to block multiple-trust IHT planning: The government has published new legislation… Read More STEP UK News Digest wrap-up – December’s top stories

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