STEP Journal: Issue 5, 2023
Thursday, 19 October 2023
Welcome to Issue 5 of the STEP Journal, in which we celebrate the winners of the STEP Private Clients Awards. We shine a spotlight on the Asia-Pacific region, exploring the new residency tests in Australia, New Zealand’s incorporated societies law, and the recent Singapore decision of La Dolce Vita Fine Dining Company Limited v Zhang Lan and Others. In this issue, we also focus on compliance and regulation from England and Wales to the Crown Dependencies and France.
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Foreword: The Asia Pacific region is the focus for this issue of the STEP Journal.
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Jenny Teasdale discusses STEP’s support of its volunteers through workshops and networking
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The STEP Digital Legacy Scorecard has been launched
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Ben Bell introduces the new STEP Global Representative Power framework for global powers of attorney
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Helen Bradford-Swire examines the personal side of digital assets and outlines how practitioners can help clients to safeguard and pass on their digital memories
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STEP announced the winners of its 2023/24 Private Client Awards during a ceremony in London on 21 September
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Jim O’Donnell assesses what advisors can learn from the new Australian Taxation Office ruling on the residency tests for individuals
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Lisa Monaco examines the recently changed landscape of intestacy laws in Western Australia
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Daniel McLaughlin describes how New Zealand’s law for incorporated societies is set to change
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Sean Wong provides cross-border wealth management tips for high-net-worth individuals in China
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Gary Wang assesses global insurance options through a Chinese lens
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Rachel Yao outlines the factors that undermined a trust’s resilience in a recent Singapore case
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Lee Sleight, Nick Vaughan and Tom McElligott explore UK Inheritance tax implications for overseas owners of UK residential property
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Rachel Steeden provides a comparative review of the traditional charitable trust and donor-advised fund models of philanthropy in the UK
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James Gribbin observes issues with the EU Succession Regulation that may lead to uncertainty in cross-border estate planning
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Rachel Gardiner describes regime changes for directors in Guernsey and Jersey
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Dion Laycock examines updates to HMRC’s Code of Practice 9 on tax fraud investigations
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Appropriating assets from an estate can save capital gains tax in the UK, writes Katie Buckley
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François Mouniélou explains the new obligation to register use of residential property in France
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Michael Edwards explores how offshore investments can increase the complexity of tax reporting for trusts in the UK
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Luigi Belluzzo highlights the benefits of Italy’s new guidelines to estate planning, relocation and investment
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Katharina Byrne reminds practitioners of their Professional Conduct in Relation to Taxation obligations when advising on UK tax
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Patrick Harney and Christopher Eames outline tax- and estate-planning considerations for carried interest in the UK
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Charlie Fowler and Cameron Crees ask if it is time to refresh how testamentary capacity is approached in England and Wales
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Betty Andrikopoulos and Paul Hunter assess the trend of integrating US real estate into global family structures
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Sandra Duerden and Grace Cummings examine the legal implications of properly defining children as beneficiaries in wills and trust deeds, with an emphasis on Guernsey
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Richard Marshall explores difficulties in providing succession-planning advice to clients holding crypto-assets and assesses the solutions available
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We chat to Assad Abdullatiff TEP, co-founder and Managing Director of Axis Fiduciary in Mauritius, about his career, his involvement on various STEP committees and the value of active engagement within the Society
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