STEP Journal: February 2013

A look back of the bygone days of handwritten legal papers.

The key messages from the recent joint European Commission-STEP conference on inheritance tax

The EU Succession Regulation

An outline of the new rules for bankruptcy proceedings in collective investment schemes in Switzerland.

As the Society's new Chair, Hélène Anne Lewis, steps up, Jennifer Palmer-Violet asks what is top of her agenda.

A brief preview of a change to STEP's educational structure that will bring benefits to both employers and individuals as they look to differentiate themselves from the competition.

Comments on a recent Harvard Business Review paper highlighted by Aron Pervin TEP as of potential interest to the family business advising community.

How to be ready for an unexpected death.

Discussing the differences between fundamental analysts and technical analysts.

Common mistakes in client acquisition.

Effectively presenting your business value.

There's a global conversation happening about private client practice. Are you an active part of it?

Launching your own boutique firm takes courage, skill and determination. For Suzanne M Reisman TEP, there was no looking back.

Looking at the regulation of trust companies in Asia Pacific.

Looking at the under-explored issue of optimising banking solutions for family offices.

Marital property and succession in China.

Professor Lawrence Ma gives an update on recent (2013) Hong Kong trust cases.

An outline of measures taken to counter money laundering in Singapore.

Marcus Leese and Lara Mardell look at reserved powers trusts that allow settlors to continue to make various decisions about the trust property without risk of invalidating the trust.

List of top ten hints on family law in England and Wales.

Developing an investment approach that will deliver strong investment returns.

The transfer of passive corporate income between Canadian provinces.

Explaining that a blind trust may be blind, but in Israel it is not a trust.

IHT relief and the trade of DIY livery in England and Wales.

Caroline Bielanska review's Mental Capacity Law and Practice (second edition), by District Judge Gordon Ashton OBE.