STEP Journal: October 2013

Tuesday, 01 October 2013

Rosemary Marr guides you through this issue’s investment and Crown Dependencies focuses
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07/10/2013
Martyn Gowar on the importance not just of transmitting the right message, but of making sure the client hears that message
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07/10/2013
Richard Frimston examines civil-status documents, bogus marriage and the ICCS
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07/10/2013
Julien Dif and Vaïk Müller discuss the new Swiss legal framework for the distribution of collective investment schemes to qualified investors
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07/10/2013
Ian Macdonald, STEP Scotland’s representative on Council, talks to Hannah Downie about the human focus of family businesses and Scotland’s distinctive legal tradition
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07/10/2013
Amanda Edwards considers the burden of expenses incurred on specific bequest in wills
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07/10/2013
John Harper looks at the dangers that arise during the transfer of wealth from one generation to the next – and what trustees can do about them
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07/10/2013
CPD isn’t a bureaucratic exercise: it’s an opportunity to make sure you’re at the height of your professional powers. Val Cox explores how to make the most of your time
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07/10/2013
Judging the performance of a portfolio is no easy task. Chris Donoghue explains how to make sure your investment manager meets your specific requirements
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07/10/2013
Simon Ward considers the extent of trustees’ duties in managing and investing in corporate assets
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07/10/2013
Keith Heddle on the increasing popularity of premium collectible investments
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08/10/2013
Charlotte Thorne sets out the importance of quantitative and qualitative factors in due diligence
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08/10/2013
Paul Clifford discusses the US Federal Reserve’s quantitative easing programme
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08/10/2013
Craig Brown explains why asset-protection trusts are still popular centuries after their inception
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08/10/2013
In the wake of a Jersey judgment, Dawn Goodman and Sarah Aughwane dismiss the theory of the ‘all-powerful protector’
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08/10/2013
Emma Jordan provides an overview of the amendments to the Trusts (Jersey) Law 1984
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04/10/2013
Nigel Sanders on the approach of the Jersey Court to correcting the defective execution of documents, short of rectification
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08/10/2013
Elaine Graham explores the development of the security trust agreement, a new trust structure available in Guernsey and the Isle of Man
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08/10/2013
Daniel Martineau reviews how regulation, tax, litigation and IT have inspired industry consolidation
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08/10/2013
Ugo Bassi presents the European Commission’s proposal for a Fourth Anti-Money Laundering Directive
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08/10/2013
As international criticism lessens the attractiveness of traditional offshore jurisdictions, Greg McNally suggests the Canadian transnational trust as an onshore alternative
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08/10/2013
Gideon Rothschild, Daniel Rubin and Arlene Dubin provide a planning update for same-sex married couples in the US
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08/10/2013
Meir Linzen, Alon Kaplan and Guy Katz discuss new changes to the tax benefits available to those moving to Israel
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08/10/2013
Richard Wernick provides an overview of inheritance law and tax in this central European civil-law jurisdiction
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08/10/2013
Julie Butler considers active husbandry and the surviving spouse exemption in the UK
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08/10/2013
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