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STEP Journal July 2019

STEP Journal July 2019

Welcome to the July edition of the STEP Journal, which has a regional focus on Asia Pacific and an issue focus on technology. This issue contains details of the UK’s government’s Making Tax Digital initiative and its implications for financial practitioners; an exploration of the treatment of private foundations under the EU Fifth Anti-Money Laundering Directive; and a helpful guide to ensuring your firm remains safe in today’s digital minefield. There is also a mini focus on Australia and New Zealand.

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Dawn Joughin is a Specialist Private Client Lawyer at Excello Law.
Dawn Joughin reflects on a recent survey reporting that 24 per cent of UK residents would contest the will of a loved one.
Issue Focus: Technology
Shelley Rhoads Perry TEP is CEO of Lasting Links Solutions and Vice-Chair of the STEP Digital Assets SIG, and Sharon Hartung is author of Your Digital Undertaker.

Bolster your digital armoury

Shelley Rhoads Perry and Sharon Hartung explore the new (and old) digital asset estate administration tools.
Stacey Nevin is a Senior Associate at Kingsley Napley.

When a ‘love affair’ is not enough

A recent England and Wales High court case highlights the need to establish connection, particularly where forum shopping is alleged, says Stacey Nevin.

Mary Rimmer TEP is a Senior Associate in the Private Client team at Brachers.
Mary Rimmer outlines ways in which STEP members can make their work and business more dementia-friendly.