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STEP Journal Issue 1 2020

STEP Journal Issue 1 2020

Welcome to Issue 1 of the new-look STEP Journal. The cover feature this issue takes an in-depth look at the landmark Hong Kong Court of Final Appeal case, Zhang Hong Li v DBS Bank. This issue has a regional focus on the Crown Dependencies, covering Jersey’s first-ever financial penalty against a regulated business, Guernsey’s trust laws and settlor control, and a review of the recent Routier decision in Jersey. The Philanthropy and Charity special feature offers considerations for impact investment portfolios, best practice for gift acceptance policies, and looks at increased transparency regimes for charities in the UK, Bermuda and the Bahamas. We explore Larke v Nugus requests in England and Wales and the issue of capacity in the Cayman Islands, and we delve into a recent case that led to crypto-assets being recognised as property in law.

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Helen Swire is News Editor at STEP.

Jurisidictions internationally are coming to terms with new economic substance legislation. A recent STEP Journal roundtable, sponsored by IQ-EQ, asked what the regulations will mean for private cilents.

Regional Focus: Crown Dependencies
Tony Hind TEP and Chloë Sorda are Directors in the family office services team at Crestbridge.

Survival of the smartest

Tony Hind and Chloë Sorda discuss the growing need for more dynamic and enduring family office strategies. 

John Riches TEP is a Consultant at Withersworldwide.

Data protection and exchange at the recent OECD Global Forum

John Riches recaps data protection and exchange discussions from the recent OECD Global Forum.

Sally Morris is a Partner, and Emma Littlewood is a Solicitor, at Morris Legal.

Unwanted guests

Sally Morris and Emma Littlewood discuss cost consequences for trustees following a recent New Zealand Court of Appeal decision.

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