Back Issue Archive
Philanthropy Advisor June 2010
- The business of philanthropyIntroducing STEP's new publication focusing on the needs of philanthropists and philanthropy advisors.
- Making the case
- The right combinationA discussion on approaches to establishing the client's philanthropic requirements.
- The art of advisingA look at how clients approach philanthropy and how advisors can help plan charitable giving.
- International givingA discussion on the challenges for advisors in the area of international philanthropy.
- Forward thinking - trends in private sector funding of the arts through philanthropyCurrent trends in private sector funding of the arts through philanthropy.
- Taking the right approachConsidering the rise and scope of philanthropy services.
- Leaving a legacy - an overview of the legacy market in Britain
STEP Journal: June 2010
- Why estate accounts countHow making savings by omitting estate accounts can be an expensive mistake.
- Penalties and taxesConsidering HMRC's changes to penalties and taxes.
- International succession – the new summer garbA review of the third edition of OUP’s International Succession, edited by Louis Garb and John Wood.
- Recognition of foreign trustsA discussion on international trusts with Latin American settlors.
- Keeping your house in orderOn the question of how the Asian family office can help with family governance.
- Looking ahead - The STEP Asia Conference returns to Hong Kong
- Is this the future?
- Investment discretionA discussion on a possibe trustee investment strategy for controlling risks and preventing lawsuits.
- HIRE ActThree practitioners discuss the Foreign Account Tax Compliance Act becoming law.
- International family governance - A proposal for two-tier constitutionsVery wealthy families are focused on preparing their own family ‘constitutions’ and advisors can provide valuable guidance and drafting assistance. Following is an innovative proposal for a ‘two-tier’ approach.
- Progress in the PacificNew tax information exchange agreements in the Pacific.
- A fair settlementPossible impact of Part III of the UK Matrimonial and Family Proceedings Act 1984 on judgments made in overseas divorce cases.
- Unwise hostility - resident non doms and the UK Economy
- Considering relocationThe key issues that need to be addresses when relocating high-net-worth individuals to Switzerland.
- Philanthropy interviewAn interview with Maya Prabhu on philanthropy advisory services.
- There is only one thing worse than being talked about…Posing the question of whether professional firms can enhance their reputation and fee earning capacity through a positive media strategy, even in a recession.
- Stepping inNew challenges for professional deputies in the UK.
- Trusts in AustraliaAn antipodean view on trusts and estate practice in a warm climate.
- STEP Journal interviewA discussion on current challenges and trends in wealth management with the STEP Journal.