STEP Journal: June 2014

Sunday, 01 June 2014

Considering Switzerland’s size, articles in the world press on the subject of its finance industry or political landscape appear with disproportionate frequency.
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02/06/2014
Martyn Gowar discusses the importance of families adopting ‘a culture of engagement’.
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02/06/2014
Richard Frimston wonders whether upcoming votes herald more turbulent times.
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02/06/2014
Anneke Vrenegoor outlines Dutch legal structures similar to trusts.
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02/06/2014
STEP Council member Larry Heller has played a pivotal role in building up STEP in the US. Here, he shares his journey with Sally Percy.
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02/06/2014
Amanda Edwards highlights the potential consequences of defects in trustees’ deeds of retirement, including the invalid appointment of successors.
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02/06/2014
John Harper takes a critical look at the role of chairperson and offers some practical advice.
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02/06/2014
Val Cox explains the three core principles underpinning the revamped policy.
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02/06/2014
Nigel Race explains the benefits of the forthcoming Qualifications Framework.
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02/06/2014
How is the life insurance industry faring in the new era of compliance and transparency? And what are the challenges and opportunities that lie ahead? A panel of experts gathered to thrash out the answers to these questions and more at the latest STEP Journal roundtable.
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02/06/2014
Russian settlors, wary of the trust concept, may be tempted to appoint Swiss protectors with broad powers to safeguard their interests. But such a strategy is not without perils of its own, warns Dmitry A Pentsov.
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02/06/2014
Marie Flegbo-Berney reviews the new Swiss regulation on compensation within listed companies.
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03/06/2014
Ralph Thiede reviews the tax-planning opportunities under the Liechtenstein and UK double-taxation treaty.
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03/06/2014
Professor Dr Francesco A Schurr examines the Liechtenstein law of trusts, 88 years after the principality imported the concept from the common-law world.
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03/06/2014
Peter Cotorceanu and Quan Nguyen consider which FATCA rules apply to Swiss trust companies and their trusts.
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03/06/2014
Sangna Chauhan and Michael Wells-Greco ask whether the EU Succession Regulation will achieve its goal of promoting greater coherency in cross-border succession law.
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03/06/2014
Ian Watson considers the treatment of US revocable trusts in the UK.
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03/06/2014
In this comparative article, the authors provide an overview of the financial consequences of divorce, prenuptial agreements and the death of a spouse in England and Wales, France and New York.
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03/06/2014
Leonardo Almeida reviews the double-taxation treaties governing cross-border successions in the EU, and calls for greater harmonisation.
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04/06/2014
Meir Linzen and Guy Katz outline the Israel Tax Authority’s proposed tax settlements for foreign settlor trusts.
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04/06/2014
Alon Kaplan, Lyat Eyal and Shai Dover consider the tax implications for Israeli residents of requesting a step-up in relation to inheritances and gifts from abroad.
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04/06/2014
Benjamin Grunberg looks at the hekdesh, Israel’s take on foundations.
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04/06/2014
Dawn Goodman, winner of STEP’s Trusted Advisor of the Year award for 2013, talks to Sally Percy about private client litigation and working with families in crisis.
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04/06/2014
In light of the taxpayer victory in Buzzoni v HMRC, Georgia Bedworth reviews the UK reservation of benefit provisions.
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04/06/2014
Aileen Barry reviews 'Cretney & Lush on Lasting and Enduring Powers of Attorney'
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04/06/2014

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