Business, family and ownership: working in three dimensions

The Family Firm Institute annual conference is a mixing pot of those who advise family businesses and business families – family counsellors, management  consultants, mediators, accountants, lawyers, psychiatrists, psychologists, academic commentators, a good few family members and, interestingly, consultants who have come from businesses, families. A good few of the above are TEPs. This year’s… Read More Business, family and ownership: working in three dimensions

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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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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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