STEP Journal: November 2013

Friday, 01 November 2013

Nicholas Dale reports in from Switzerland on how much has stayed the same in 30 years of practice.
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01/11/2013
Richard Frimston becomes acquainted with the Inter-Active Terminology for Europe.
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01/11/2013
STEP Council member Simon Morgan speaks to Hannah Downie about the importance of conviction, empathy and education.
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01/11/2013
Amanda Edwards explains that a failure to exercise a right may be chargeable to IHT
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01/11/2013
John Harper considers some of the challenges involved when trustees accept chattels into trust.
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01/11/2013
Val Cox explains how advisors of all walks could benefit from developing the non-technical skills needed to succeed in the family office field – and what STEP can offer to help
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01/11/2013
An evening of celebration, success and charitable achievement at the STEP Private Client Awards 2013/14
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01/11/2013
Ten years ago it could have been said that the private client landscape progressed at a leisurely pace. Today, however, things couldn’t be more different. Governments struggling to tackle their fiscal deficits have instituted an avalanche of measures designed to increase their tax take. The private client world constantly has to adapt to these new regulations as well as developments in case law. But as the pace of change is set to continue, and competition in the world of international financial centres (IFCs) heats up, how will Jersey fare? This was the central question addressed by a panel of industry experts at a STEP Journal roundtable discussion hosted by Jersey Finance
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Barbara R Hauser explains how family businesses can nurture and inspire the next generation
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01/11/2013
Richard Joynt and Ian Slack consider strategies for exiting the family business.
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Franck Cera introduces Luxembourg’s new licensing regime for family offices.
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01/11/2013
Natasha Carolan studies Kloosman v Aylen and asks whether a child should inherit twice in England and Wales
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01/11/2013
Ariane Michellod Berney provides an overview of the new Swiss law on adult incapacity
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01/11/2013
Tina Wüstemann and Basil Zirinis provide an overview of issues that arise in the context of Swiss-US estates
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01/11/2013
Dr Ariel Sergio Goekmen summarises Liechtenstein’s distinctive jurisdictional characteristics.
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Nikolaus Wilhelm discusses Liechtenstein’s charitable foundations.
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01/11/2013
John Carlson discusses the Financial Action Task Force’s new standards for combating money laundering and terrorist financing.
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01/11/2013
Carol Haworth compares civil-and common-law approaches to succession.
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01/11/2013
The tasks of personal representatives are ever-changing as the nature and scope of property evolves with technological advances and societal change. Here Barbara Janzen, Michelle Isaak and Debra Thomas examine what’s involved for Canadian personal representatives administering some of the more unusual asset types
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01/11/2013
Christopher McKenzie analyses the significant amendments to VISTA and other BVI trust and estate legislation.
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01/11/2013
Mark Lindley discusses the legacy of Kostic v Chaplin and others.
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01/11/2013
Chris Cain provides a case study highlighting the benefits of independent care advice in the UK.
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01/11/2013
The Jersey Law of Trusts (Fourth Edition) by Harriet Brown - Reviewed by Edward Buckland.
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01/11/2013
It could be argued that the Pawson case as chosen by HMRC to challenge in the Courts was too weak and there has to be the challenge of more balanced or strong FHL cases.
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06/11/2013

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