STEP Journal: November 2014

Saturday, 01 November 2014

This year’s STEP Private Client Awards took place on 17 September at the London Hilton on Park Lane Hotel. Over 700 guests attended the event, which celebrates outstanding performers in the private client world.
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The Hungarian Parliament has recently implemented the OECD Convention on Mutual Administrative Assistance in Tax Matters, reports Dr Ákos Menyhei
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15/12/2014
Martyn Gowar remembers an influential colleague who taught him a key lesson.
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01/11/2014
Richard Frimston examines the complicated interplay between the Succession Regulation and Hague 11.
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Carlos Gabarró reviews a recent ECJ decision that found Spain’s inheritance tax regime discriminated against non-residents.
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Philippe Pulfer, a member of STEP Council and STEP’s Geneva committee, talks to Hannah Downie about Switzerland’s transition from bank secrecy to open reporting, its cantonal structure and his vision for STEP.
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Debbie King explains the Scottish concept of legal rights.
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John Harper delves into the well-known case of Schmidt v Rosewood.
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01/11/2014
Take the right approach to motivating staff and reap the rewards, says Val Cox
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01/11/2014
Richard Joynt, director of a family office based in Jersey, and Patricia Woo, a fund and trust lawyer in Hong Kong, speak to Hannah Downie about how family offices differ in Europe and Asia.
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01/11/2014
Alvaro Dominguez and Andrew Edgington explain how establishing a ‘captive’ trust company in the Cayman Islands can benefit family offices.
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Jan van Bueren and Thomas Ming discuss the increasing diversity of multi-family office providers.
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Amanda Simmonds ponders the problems of unincorporated family businesses in England and Wales.
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01/11/2014
Peter Glowacki, Corina Weigl and Richard Niedermayer present a round-up of real property planning strategies for Canadian practitioners.
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01/11/2014
K Thomas Grozinger reviews recent non-tax Canadian trust and estate legislation and case law.
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Gideon Rothschild looks at US estate planning through an asset-protection lens.
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Glenn G Fox on the US 2014 Offshore Voluntary Disclosure Program and the streamlined filing procedures.
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Iain Johns considers if trust structures and offshore companies are still a valid means for holding UK property.
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Georgia Catarame, Giulia Cipollini, Jim Carolan, William Kambas and Olga Boltenko offer pointers for US, UK and Russian buyers of Italian property.
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01/11/2014
Christopher Butler and Harriet Errington examine the English and Welsh courts’ treatment of the matrimonial home on divorce
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01/11/2014
Mike Townsend explains how the centuries-old business model of landed estates has changed in recent years.
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01/11/2014
London remains the city of choice for many who are internationally mobile, but owning property in the UK creates a raft of tax issues, says Mark Wingate.
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01/11/2014
For the second STEP Journal roundtable hosted by Jersey Finance, a panel of private client experts reconvened to discuss the latest international trends in wealth management.
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01/11/2014
The best and brightest advisors were celebrated by over 700 of their peers at the Private Client Awards 2014/15.
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01/11/2014
According to the 19th-century US pragmatist philosopher William James, ‘Whenever two people meet, there are really six people present.
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01/11/2014

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