60 Second Interviews

  • Mick Jones

    Mick Jones is Managing Director of thewealthworks, which produces the Troika range of wealth management software for trusts and estates, based in West Sussex.

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  • Janine Chasmer

    Janine Chasmer is Head of Membership at STEP in London. She graduated with a BA (Hons) in English from the University of Hull then worked in customer services and peer training.

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  • Avi Z Kestenbaum

    Avi Z Kestenbaum TEP is Co-Chair of the Trusts and Estates Practice Group at Meltzer Lippe Goldstein & Breitstone LLP, which has offices on Long Island and in New York City.

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  • Steven Hennessy

    Steven Hennessy is a Chartered Financial Planner for Myers Davison Ginger. He is a Non-Exec Committee Member of Thames Valley and took the STEP Certificate for Financial Services (Trusts and Estate Planning).

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  • Mark Buzzoni

    Mark Buzzoni TEP, Partner at Taylor Wessing, is Head of the Private Client, Tax and Incentives group.

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  • Toby Harris

    Toby Harris TEP is Principal of Toby Harris Tax Consultants, of Norwich, Chelmsford and Tiverton in the UK.

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  • Joshua S Rubenstein

    Joshua S Rubenstein TEP is New York Managing Partner for Katten Muchin Rosenman LLP.

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  • Charles Fraser

    Charles Fraser TEP is Head of Legal at Fraser & Fraser in London.

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  • Simon Peter McKie

    Simon Peter McKie, MA (Oxon), Barrister, FCA, CTA (Fellow), TEP is a Partner in McKie & Co (Advisory Services) LLP, which specialises in providing advice on the taxation of private clients.

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  • Tim Grieve

    Tim Grieve TEP is a Partner in law firm Merovitz Potechin LLP in Ottawa, Canada. He is Secretary of STEP Canada and a former chair and secretary of STEP Ottawa.

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  • Guy Paterson

    Guy Paterson, Partner, Client Advisory for Stanhope Capital LLP, has 25 years’ experience of the financial markets. Before joining Stanhope, he ran the London operation of Unigestion Family Investment Office from 2001 to 2010.

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  • Louise Brown

    Louise Brown TEP is Owner and Director of Browns Accountancy and Taxation Ltd in Witney, Oxon, which she set up in 2009. Read full interview
  • Nicholas Holland

    Nicholas Holland is Head of Contentious Trusts and Estates at Bircham Dyson Bell LLP in London. He has been a solicitor in England/Wales, an attorney in the Cayman Islands and a barrister in British Columbia, Ontario and Canada.

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  • Ian Meakin

    Ian L Meakin TEP is a Barrister at XXIV Old Buildings in Geneva. He has extensive experience in dispute resolution, international business law, including fraud, and trusts and estates.

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  • Paolo Filippini

    Dr Paolo Filippini TEP is the CFO of Patrimony 1873 SA, a wealth management company of BSI.

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  • Andrew Rogerson

    After more than 25 years practising cross-border litigation and structuring, in five overseas jurisdictions and one other Canadian province, Andrew Rogerson TEP established Rogerson Law Corporation at Bay Street, Toronto, in 2006.

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  • David A Altro

    David A Altro TEP, Florida attorney and Canadian legal counsel, is Managing Partner at Altro & Associates LLP. He works closely with the firm’s attorneys in the Montreal, Toronto, Calgary, Vancouver, Florida and Arizona offices.

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  • Alon Kaplan

    Alon Kaplan Advocate, TEP, is a member of the Israel, New York and Frankfurt Bar associations. He is Honorary President of STEP Israel, the branch he founded.

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  • Jim Gilligan

    Jim Gilligan TEP is Managing Director of Carey Trustees Ltd, which was established in Guernsey in 1968. Carey Trustees specialise in managing structures that hold complex personal and business assets and are part of Carey Group.

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  • Michael J Stegman

    Michael J Stegman TEP is a Partner in the Cincinnati, Ohio law firm of Kohnen & Patton LLP.

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  • Ian Mudie

    Ian Mudie is Senior Manager at West Corporation Limited, Isle of Man. West Corporation is a member of the West Group, which includes PKF (Isle of Man) LLC. He joined STEP five years ago.

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  • Friedrich Fraberger

    Prof Dr Friedrich Fraberger LLM TEP is Partner, Tax for KPMG in Vienna, and Professor at Vienna University of Economics and Business Administration. He has been Chair of STEP’s Austrian Chapter since 2010.

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  • Matthew Hutton

    Matthew Hutton MA (Oxon) TEP CTA (Fellow) is a Tax Lecturer and Author based in Norfolk.

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  • Ivan Hooper

    Señor Ivan Hooper, BSc MBA TEP FICA, is Chief Executive Officer for The Winterbotham Trust Company Ltd, which is a bank, trust company, broker/dealer and mutual fund administrator.

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  • Clive Barwell

    Clive Barwell TEP FCSI CFP is an Accredited member of the Society of Later Life Advisers. 

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