STEP Journal

Welcome to the second issue of the STEP Journal for 2021. This issue shines a spotlight on the Caribbean and Latin America, providing updates on wealth structuring, beneficial ownership and new tax rules. This issue also focuses on complex families and vulnerable clients, with features touching on elder abuse, vulnerable children and helping families navigate mental health challenges.

Feature


Vulnerable client or vulnerable circumstances

Robin Melley provides a financial planner's perspective on how best to advise clients in vulnerable circumstances in England and Wales.

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Feature


Above and beyond

STEP proudly presents the recipients of the 2021 Founder's Awards.

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Clear skies?

Matthew Howson surveys the future of business companies in the British Virgin Islands in a post-economic substance environment.

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