Back Issue Archive
STEP Journal: July-August 2009
- Inheritance Tax calculations
- Problems facing professional trustees
- Testamentary freedom at the point of the sword
- Onshore secrecy, offshore transparency
- Improving the system
- Barbados trusts
- Leading in turbulent times
- Audit requirements
- Effective wealth transfer
- Working together - the elationship between private banks and trustees
- Investment monitoring
- Art matters
- Cyprus-Russia DTT
- Confidence in confidentiality
- Special arrangements - planning for persons with special needs
- Motive and opportunity
- All change - Investigating the new IHT 400 form
- Back to basics
- Pension planning - impact of the UK Budget pension charges on high earners
- Mutual benefit - The benefits of working with IFAs
- Business Families and Family Businesses: The STEP Handbook for Advisers
STEP Journal: June 2009
- On a minor note - A look at bare trusts for minors
- Joined-up HMRC thinking
- The waiting game
- Qualification of choice
- Growth and development
- Structuring your studies
- Shari’a succession rules: planning and disputes
- Shari’a screening
- Avoiding Armageddon
- Investment reviewing
- Making money go further
- Good for banks, bad for clients?
- Charity abuse
- Recent reform
- Taxing times - The effect of tax on net investment return
- An overlooked gem
- IHT planning in a recession
- Cretney & Lush on Lasting and Enduring Powers of Attorney - book review by Richard Sims