STEP Journal July 2018

Welcome to the July edition of the STEP Journal, which has a regional focus on Europe, a mini-focus on the UK and Ireland, and special focus on Immigration. Also covered in this issue is the changing EU transparency legislation; the Australian forfeiture rule’s expansion to prevent killers from inheriting; and the current position of UK/EU cross-border giving.

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Regional Focus: Europe
Helen Swire examines the changing legislation with far-reaching consequences for countries in Europe and beyond.
Regional Focus: UK and Ireland
Sense of direction
Stephen Kavanagh outlines the key considerations when helping a client select a financial advisor.
Regional Focus: UK and Ireland
Nicola Saccardo provides a list of the key elements practitioners need to consider when looking to change tax residence.
Jenny Wilson-Smith defines the new UK concept of formerly domiciled residents and explains the tax implications for those whoe meet the criteria.

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