STEP Journal: Issue 6, 2022
Monday, 28 November 2022
Welcome to Issue 6 of the STEP Journal. In this issue, we delve into the complex world of technology and digital assets; from NFTs and social media to mental capacity and digital footprints. This issue also shines a spotlight on Europe, exploring the latest developments in taxation and cross-border planning.
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We have repeated these words so often in the past two years that we almost fail to grasp their original strength. Yet few other expressions can better describe what the world has gone through since 2020.
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Awards update | Policy consultations | Volunteer vacancies
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STEP’s response to the European Commission consultation on enablers of tax evasion and aggressive tax planning
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As 2022 draws to a close, Helen Swire looks at the major changes in regulation that concern practitioners worldwide
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An explanation of STEP’s reviewed CPD audit process
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The advantages of a formal mentorship programme
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Improving trustee investment monitoring in the UK
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Assessing the growing spectrum of philanthropic advice
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Liz Skinner encourages practitioners to put their clients forward for STEP’s Digital Memories campaign
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Caterina Martinoli explains the interplay of applicable Italian and Swiss laws in cross-border succession cases
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Petros Fatouros explores the taxation of trusts in Greece
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Álvaro Aznar Azcárate, Emilie Bensmihen and Jessica Zama discuss advantages and pitfalls to using more than one will in cross-border estates
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Frédéric Roux clarifies whether UK residents may benefit from a reduced social contribution tax burden under the French system
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When advising UK clients moving abroad to Greece or Italy, particular attention must be paid to the international taxation agreements in force, writes Alessandro Belluzzo
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Eugénie Berthet provides an update on the reporting obligations applicable to trusts connected to France
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Helen Swire compiles taxation, regulation and residency updates from Cyprus, Gibraltar and Malta
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Daniel Paserman, Inbar Barak-Bilu and Moran Ben Dayan set out what one should consider before moving to Israel
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Betty Andrikopoulos and Paul Hunter on the need to structure assets appropriately when considering establishing financial ties to the US
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Olga Freer and Elias Cristante detail estate-planning pitfalls and solutions in the information age
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Allan Dunlavy on how and why to advise clients on building digital resilience and managing their digital portfolios
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Robert Lindley and Wesley O’Brien on virtual asset service provider legislation in the Cayman Islands and the BVI
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Jack Burroughs examines the issues raised by digital assets in the event of mental incapacity in England and Wales
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Gbolahan Oluyemi examines the legal impediments to maximising the use of technology in making Nigerian wills and testamentary trusts
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Jacopo Crivellaro and Marnin Michaels assess social media’s impact on the private client world
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Dr Roderik J P Strobl explores the Swiss and Liechtenstein Crypto Valley and the growing importance of smart contracts
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Peter Flynn looks at how the UK is embracing digital technology to enhance fund governance
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Sara Adami-Johnson explores the construct of NFTs and the challenges and opportunities they present for collectors and estate planners
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Samara Dutton on high-net-worth widow/ers, their stepchildren and England and Wales inheritance provisions
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Michael Giraud and Simon Grant describe prudent considerations for trustees investing trust property in an investment portfolio
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Harry Joffe TEP is Head of Legal Services at Discovery Life in Johannesburg, South Africa. He has been Secretary, Vice‑Chair and is now Chair of STEP Johannesburg. Most recently, Harry has been elected to STEP’s Council. We had a chat about his career, involvement with STEP and plans for the future.
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