Back Issue Archive
STEP Journal: February 2010
- Wishful thinking
- Regulation is not the answer - A look at the Financial Services Act
- Charity – home and abroad: A discussion on Brussels IV.Charity – home and abroad is a discussion, by Richard Frimston, on Brussels IV in light of a dispute between Dr Gill and the RSPCA in relation to her mother’s farm in Northallerton.
- When should a will be disputed - the case of Gill v RSPCA
- Assessing the benefitsWeighing up the benefits of the Barbados-Mexico treaty for inbound, outbound investments.
- The way we do itAn outline of trust and corporate structure in Barbados.
- Whips and change - A look at the regulatory environment in Bermuda
- Potential change afootThe possible impact of the Foreign Account Tax Compliance Act.
- Leader of the packWill others follow the example of Liechtenstein's disclosure facility?
- Addressing the debateAn overview of the recent International Finance Centres paper for the Commonwealth Secretariat, written by Jason Sharman.
- Knowing when to intervene
- Defining abuseA discussion on the tax court of Canada's shut down of the Barbados spousal trust tax avoidance strategy.
- Estate planning: useful, but is it successful?A challenge to STEP members to consider whether estate planning is really giving clients the answers that they are looking for, or, if in seeking answers to technical issues, advisors are missing their clients' real objectives.
- Focus on fundamentals - next generation ventures
- An elegant solutionA discussion on US planning opportunities for non-citizens and non-resident aliens using life insurance and annuities.
- Israeli trustsWhat trustees and others should know about Israeli tax.
- An alternative approachA look at the separation of trustee functions in New Zealand.
- Twenty first century trusts - An overview of amendments to trust law in Labuan
- A privileged positionLegal professional privilege in relation to the Liechtenstein Disclosure Facility.
- Working together - the changing face of retail financial services in the UKClive Barwell explores the changing face of retail financial services in the UK - 2010.
- The Trust Law Committee holds 2009 AGMA summary of the issues discussed at the Trust Law Committee AGM 2009.
- If I were a rich man...
- Caring for our elders - a discussion on long term care feesDiane Needham discusses long term care fees - issues around concerned clients, leaving children with no inheritance, being a burden to family.
- Trusts in Latin America - 17 different countries and jurisdictionsStephen Arthur reviews 'Trusts in Latin America' - 17 different countries. Each jurisdiction now has its own particular approach to the use of the trust concept.
