STEP Journal

In Issue 3 of the STEP Journal 2021, we’re celebrating 30 years of STEP! Follow the journey of STEP via a timeline of key moments in history, and hear from our members as they reflect on the past and look to the future. This issue also features a special focus on insurance and investment, and a spotlight on the Crown Dependencies, delving into two separate cases dealing with the issue of ‘mistake’.


The case for the trust

Siobhan Moret and Fred Ragno consider the potential of nascent trust law for wealth structuring for Brazilian high-net-worth inividuals.

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Respecting elders

Darryl Browne highlights best practice suggestions from recent Law Council of Australia guidance to avoid elder financial abuse.

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Successful succession

Oliver Embley provides an overview of tax and family considerations when planning for the succession of a family business in the UK.

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