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STEP Journal June 2019

Welcome to the June edition of the STEP Journal. This issue’s special focus is on Careers, which has something for every member, no matter where you are in your career. The highest-scoring students sitting exams globally are celebrated in the biannual Worldwide Excellence Awards; while for more experienced members we outline the new Professional Postgraduate Diploma in Wealth Advising, STEP’s masters-level programme aimed at senior TEPs, now available in Asia. Elsewhere, our regional focus on Europe covers topics ranging from Switzerland’s new trust law and the treatment of foreign trusts in Portugal, to Italy’s new tax regimes and the Spanish approach to UK/Spanish cross-border inheritance cases. The mini focus looks at Cyprus, Malta and Gibraltar. 

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Regional Focus: Europe
Xavier Isaac TEP is Chief Executive of Accuro.
Xavier Isaac explains what the introduction of trust into the Swiss legal system will mean for the country's industry.
Issue Focus: Careers
Julian Davies is Managing Director of CLT International, and Nigel Race is Director of Professional Development at STEP.


Julian Davies and Nigel Race outline the STEP Professional Postgraduate Diploma in Private Wealth Advising qualification.
Regional Focus: Cyprus, Malta and Gibraltar
Emma Lejeune is a Partner at ISOLAS.

Structural integrity

Emma Lejeune outlines key wealth management structures provided for in Gibraltarian legislation.

Mark Fleming TEP is Director of SANNE’s private client business
Mark Fleming offers a review of the key offshore structuring trends in the last decade.