STEP Journal: Issue 2, 2023
Friday, 31 March 2023
Issue 2 focuses on modern families and vulnerable clients. We look beyond the traditional ‘cookie-cutter family’ and explore the rights of cohabitees in England and Wales, and estate planning for younger generations in Canada. The Caribbean and Latin America forms our regional focus, and we speak to STEP's new worldwide Chair.
View the full issue as a digital magazine (login required), or read online below.
Read the full issue online
With winter throwing its last punches in the northern hemisphere, it is perhaps fitting that this issue of the STEP Journal has as one of its focuses the sunnier climes of the Caribbean and Latin America.
Section
Published date
31/03/2023
Board elections | Membership renewals | Diary dates
Section
Published date
31/03/2023
Blátháin Winthrop, Head of Editorial at STEP, summarises the key findings of the STEP Content Survey 2022
Section
Published date
31/03/2023
Jenni Hutchinson shares the story of STEP’s EPP as it hits a special milestone
Section
Published date
31/03/2023
Alzheimer’s Disease International is the new charity partner for the STEP Private Client Awards
Section
Published date
31/03/2023
Welcoming the new worldwide Chair of STEP, Tony Pitcher TEP
Section
Published date
31/03/2023
A year after the Russian invasion of Ukraine, Helen Swire looks into the impact and unexpected consequences
Section
Published date
31/03/2023
Section
Published date
31/03/2023
Section
Published date
31/03/2023
How UK firms can diversify hiring strategies
Section
Published date
31/03/2023
Reflections on modern structuring solutions
Section
Published date
31/03/2023
Nicolas Malumian provides a summary of wealth and gratuitous transfer (donations and inheritance) taxes in Latin America
Section
Published date
31/03/2023
Ashley Fife considers the limits of scope of trustees’ powers to add or exclude beneficiaries, following the landmark judgment in Grand View PTC v Wong
Section
Published date
31/03/2023
Dwayne Whylly explains why underlying companies of trustee-documented trusts in the Bahamas typically do not have reporting obligations under FATCA and the CRS
Section
Published date
31/03/2023
Beth Le Cheminant describes the unique features of trusts and foundations structured in Nevis
Section
Published date
31/03/2023
Robert Lindley and Tonicia Williams examine the Hastings-Bass rule on fiduciaries’ mistakes under Cayman Islands law
Section
Published date
31/03/2023
Ruta Savignac and Niver Bossle Acosta explore the advantages of private pension plans and their use for financial and succession planning of Brazilian private clients
Section
Published date
31/03/2023
Monica Bity describes the likely impact of a new double‑taxation agreement between Brazil and the UK
Section
Published date
31/03/2023
Helen Swire rounds up taxation and regulation news in the Caribbean and Latin America
Section
Published date
31/03/2023
Nicholas Fairbank and Olivia Gaunt on disclosing papers from financial remedy proceedings in England and Wales
Section
Published date
31/03/2023
André Santos Raquel provides an overview of trust legislation recently enacted in Macau
Section
Published date
31/03/2023
Adea Meidani addresses the issue of trust and presumption of ownership in France
Section
Published date
31/03/2023
Michael Gregory calls for greater legal transparency on issues concerning unmarried cohabiting couples in England and Wales
Section
Published date
31/03/2023
Will Burnell asks whether the law is keeping pace with the modern family unit, with reference to recent England and Wales and Jersey case law
Section
Published date
31/03/2023
How does your jurisdiction define a child and what challenges (if any) do these definitions pose for today’s modern family?
Section
Published date
31/03/2023
Tan Shen Kiat examines the development of the Professional Deputy and Donee scheme since its inception in 2018
Section
Published date
31/03/2023
Demetre Vasilounis raises estate‑planning considerations that apply to younger generations, from a Canadian perspective
Section
Published date
31/03/2023
Following recent conflicting decisions of the England and Wales Court of Protection, Paul Levy and James McKean discuss varying a will under the Mental Capacity Act 2005
Section
Published date
31/03/2023
Polina Kozlova unpacks a recent New Zealand case concerning a breach of fiduciary duty to an adult child
Section
Published date
31/03/2023
Michael Perkins gives an Australian perspective on the distinction between vulnerability and decision-making abilities
Section
Published date
31/03/2023
Louise Lewis provides an update on the progress of a UK Bill aimed at modernising lasting power of attorney applications
Section
Published date
31/03/2023
Stephen Alexander and Kiara Brennan set out the circumstances under which Beddoe relief may be refused in Jersey
Section
Published date
31/03/2023
John L Poole TEP pens a response to a recently published STEP Journal article on the use of multiple wills for cross‑border estates, with an Australian perspective
Section
Published date
31/03/2023
We chat to Jennifer Wioncek TEP, Partner at Bilzin Sumberg in Florida, US, following her taking home STEP’s Geoffrey Shindler Award for Outstanding Contribution to the Profession at the 17th annual Private Client Awards in December 2022.
Section
Published date
31/03/2023
The content displayed here is subject to our disclaimer. Read more
Connect with us