60 Second Interviews

  • Gavin McEwan

    What does your firm do?

    Turcan Connell provide legal, wealth management and tax advice, with our focus exclusively on private clients, charities, and the owners and managers of land.

    What is your perception of STEP and what does it mean to your business?

    For us, membership with STEP as a global network of specialists, promoting excellence and education across the legal sector, is valued and valuable.

    What do you feel are the main challenges facing your organisation/practitioners at the moment?

    Read full interview
  • James Johnston

    What does your firm do?

    Bircham Dyson Bell LLP are a 50-partner firm of solicitors based in Westminster, offering a full range of legal services to individuals and families, trustees, companies, public bodies and not-for-profit organisations. 

    What is your perception of STEP and what does it mean to your business?

    Read full interview
  • Amanda Simmonds

    What is your role within your branch and what does it entail?

    I have been the Chairman for the last four years (my term of office ended on 23 June) and I have been on the Committee for about nine years.

    How and why did you get involved with your branch?

    It was around 2005, I asked to join the branch Committee when they were looking for new volunteers.

    What benefits do you derive from your involvement with your branch? 

    Read full interview
  • Peter Pexton

    What is your role within your branch and what does it entail?

    Read full interview
  • Tim Chimuk

    What is your role within your branch and what does it entail?

    My role is to organise a series of programmes for STEP members over the course of the year. We meet and research interesting people who we feel can contribute to our educational programs. I am also on the board of STEP Winnipeg. We meet once a month to plan, organise, review and lead our branch in all efforts leading to its long-term dynamic growth.

    How and why did you get involved with your branch?

    Read full interview
  • John Marcarian

    What does your firm do?

    CST Tax Advisors provide specialist tax advice to global expatriates and private clients in multi-markets. We integrate their tax solutions in their home country and in ‘Expatland’ which is the term we use to describe the place expatriate clients move to when they leave home. As our clients in ‘Expatland’ often move a number of times before returning to their home country, coordinating and assisting them implement their international tax plan is an exciting part of our work.

    Read full interview
  • Alexandra Sharpe

    What does your firm do?

    Peter Leach & Partners help families who are in business together or who share collective assets secure their family harmony for the long term alongside commercial success using family governance, facilitation, education and coaching.

    What is your perception of STEP and what does it mean to your business?

    Read full interview
  • Patricia Wass

    What does your firm do?

    Foot Anstey is a premier regional law firm. We have a network of five offices in the South West and we offer specialist legal advice and services to regional, national and international clients, both businesses and individuals. As well as our private client offering, we also have strengths in a number of sectors including corporate, commercial, clinical negligence, agricultural and media, to name a few.

    What is your perception of STEP and what does it mean to your business?

    Read full interview
  • Kim Moody

    What does your firm do?

    Our firm is a tax law firm; we specialize solely in tax. We’re unique in a couple of ways. Firstly, we purposely employ both lawyers and accountants (I’m one of those accountants) to provide tax advisory services. Secondly, we have a particular strength in our US cross-border tax advisory services.  Currently we have six US tax lawyers in our office in Calgary which is a large presence and we’re adding more team members quickly to provide US tax services for Canadians.

    Read full interview
  • Rachael Grabovic

    What is your role within your branch and what does it entail?

    I am the Secretary of STEP Victoria and it is quite a busy role. I filter all new enquiries as well as receive all new membership applications, maintain all sign in registers for our seminars, etc, prepare and mail out all invitations to members, edit the STEP Victoria newsletter called InSTEP, prepare the agenda for all committee meetings and the taking of minutes. I also organise the end of year member satisfaction survey.

    How and why did you get involved with your branch?

    Read full interview
  • Mark P Silberfarb

    What is your role within your branch and what does it entail?

    I am chapter Chairman. I am responsible for scheduling continuing education programs, chairing our committee meetings and serving as the Program Chair of the Annual Institute on Tax, Estate Planning and the Economy: a collaboration between STEP Orange County and the University of California, Los Angeles (UCLA) School of Law.

    How and why did you get involved with your branch?

    Read full interview
  • Tom Hardman

    What is your role within your branch and what does it entail?

    My role within the STEP Jersey Committee primarily relates to investment issues. I suggest and select appropriate investment managers to present on macro-economic issues and specialist, but current, topics. I also arrange for a well-known investment manager to conduct investment training sessions for students who are in the process of taking the Dip 4 STEP Investments Exam.

    How and why did you get involved with your branch?

    Read full interview
  • Dr Ákos Menyhei

    What is your role within your branch and what does it entail?

    I'm the branch chair of STEP Hungary, responsible for organising STEP Hungary's yearly programmes including the seminars and our yearly conference. Besides that I keep in contact with the public sector providing to the supervisory authority and the legislative branches information about our activities and STEP Hungary's professional point of view about certain legal and taxation issues.

    How and why did you get involved with your branch?

    Read full interview
  • Denese Molyneux

    What is your role within your branch and what does it entail?

    I chair the committee meetings (about six or seven a year) and I’m fortunate to be able to chair the Spring Conference as it is held in Exeter each April. I also represent the branch at various meetings and events in London when necessary.

    How and why did you get involved with your branch?

    Read full interview
  • Linda Wong

    Singapore, the Cayman Islands, the British Virgin Islands and Labuan are all important to us as these are the highly sought after jurisdictions for structuring purposes usually advised by the legal fraternity.

    Read full interview
  • Neil Wickenden

    What does your firm do?

    HLB Mann Judd (NSW) Pty Limited is a firm of Chartered Accountants and a member of both the HLB Mann Judd Australasian Federation of accounting firms and also of HLB International, a global network of independent accounting firms.

    What is your perception of STEP and what does it mean to your business?

    Read full interview
  • Lee Chiwi

    What does your firm do?

    Rockwills  is a trustee and fiduciary services group with offices in Singapore and Malaysia. We prepare wills and act as executors of estates. About 60 to 70 per cent of our business comes from the mass affluent segment referred to us from financial intermediaries (FIs). We provide a business platform that involves estate planning training for our FIs.

    What is your perception of STEP and what does it mean to your business?

    Read full interview
  • David Poole

    What is your perception of STEP?

    STEP is a first class organisation, pre-eminent in professional wealth advisory circles.

    What does it mean to your organisation?

    STEP provides a stamp of accreditation to the work we do on behalf of our clients

    Citi Bank was awarded the Private Banking Team of the Year category at last year’s STEP Private Client Awards. Why did you enter?

    Read full interview
  • Jonathan Lee

    What does your firm do?

    We are wealth managers with a specialist tax and trust department, comprised of STEP members.

    What is your perception of STEP and what does it mean to your business?

    STEP is the benchmark of integrity and professionalism. The fact that all our staff are required to train toward the qualification shows what great weight we put behind it.

    What do you feel are the main challenges facing your organisation/practitioners at the moment?

    Read full interview
  • Andy Dobber

    What is your role within your branch and what does it entail?

    I am a branch committee member and sit on the education and learning sub-committee.

    How and why did you get involved with your branch?

    Read full interview
  • David Moscato

    What is your role within your branch and what does it entail?

    I am Luxembourg Liaison Officer – so my role is to support my fellows to promote the awareness of STEP and to support the organisation of STEP Benelux activity. Specifically I am in charge of the coordination of new membership applications to the Branch.

    How and why did you get involved with your branch?

    Read full interview
  • Christine Van Cauwenberghe

    What is your role within your branch and what does it entail?

    I am currently the Chair of STEP Winnipeg. I chair the meetings and coordinate some of the bigger projects, including organising the upcoming 15th anniversary party in September 2014 and liaising with the provincial government regarding potential amendments to The Trustee Act of Manitoba.

    How and why did you get involved with your branch?

    Read full interview
  • Geoff Everett

    What is your perception of STEP?

    STEP is a very highly regarded professional body.

    What does it mean to your organisation?

    It means a lot for us to be recognised by STEP, as it is so well regarded throughout the industry.

    Your firm was a nominee at the 2013 STEP Private Client Awards year. Why did you enter?

    We entered last year as we had commenced a number of new initiatives aimed at expanding our private client service offering and we felt we had a good story to tell.

    Read full interview
  • Keith Plowman

    STEP is the leading private client professional organisation and I always encourage all barristers in these Chambers who wish to maintain a practice in trusts, wills and associated tax to become a member.

    Read full interview
  • Judith Rountree

    What does your firm do?

    Gardner Leader offers a wide range of legal services for charities, businesses and individuals including inheritance protection and contested probate.

    What is your perception of STEP and what does it mean to your business?

    We consider STEP membership as a badge of honour for specialist trust and estate practitioners. My colleague, Jo Barton TEP is Chairman of the Thames Valley branch. This not only gives Gardner Leader  recognition, but it also gives our clients a sense of reassurance which helps with business development.

    Read full interview