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
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
At one of the regular meetings we had with HMRC, there was a short presentation from the Offshore Evasion strategy team. They are keen to get the message out to taxpayers that automatic exchange of information in the shape of the Common Reporting Standard will be coming in relatively soon, with the first exchange of… Read More Informing clients of CRS reporting
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
A third-party company, Exhibitor Housing Services (EHS), is contacting our Mauritius conference speakers and exhibitors, introducing themselves as the official ‘housing bureau’ for the event or as a representative from the InterContinental Resort Mauritius or STEP and offering room rates lower than those quoted on our website. This is not the case. EHS is not… Read More Scam Alert: Hotel Room Reservations Services from Exhibitor Housing Services (EHS)
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