STEP Journal: October 2014

Wednesday, 01 October 2014

Recently, a hoard of at least 70,000 coins, as well as jewellery, saw the light of day for the first time in 2,000 years, having been buried in a field in Jersey.
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Martyn Gowar rues a client’s refusal to let his children learn about the family’s inherited wealth for fear of them becoming spoilt.
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Some conventions will override the EU Succession Regulation, notes Richard Frimston. But which ones are they?
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Luxembourg has enacted new legislation regulating bearer shares. Companies and shareholders have a limited period of time to comply with the ownership and identity requirements, reports Julien Dif.
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Alasdair McLaren, a member of STEP Council, talks to Hannah Downie about changes to both international trusts and regulation over the years.
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Amanda Edwards examines the courts’ approach to rectifying clerical errors in wills.
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John Harper looks at one of the most important trust cases of the past 35 years, the Bartlett v Barclays Bank Trust Co Ltd case.
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Improving your own management skills can help you to spot clients’ leadership mistakes too, writes Val Cox.
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With the inaugural launch of the STEP Advanced Certificate in Family Business Advising in Singapore, Nigel Race, STEP Director of CPD, asks Zac Lucas and Ken McCracken what the certificate offers practitioners working in the family business field.
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Jersey practitioners have been faced with a number of significant legislative developments in recent months. Here, Henry Wickham summarises the most important and considers their implications.
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Tim Cartwright provides a snapshot of the year’s regulatory and economic developments in Jersey, aimed at ensuring the island remains a leader in the offshore field.
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Samantha McFadzean considers the likely treatment of prenuptial agreements in Jersey and Guernsey following the Law Commission of England and Wales report into matrimonial property.
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Annemarie Hughes and Donna Matthews consider the impact of tax information exchange agreements on Isle of Man trustees.
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Jersey trustees must fully understand their duties if they are to avoid litigation in relation to investment of trust assets, writes Mason Birbeck.
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Nick Barran stresses the importance for trustees of creating a diverse investment portfolio.
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Stuart Chapell asks if a high-death-benefit insurance policy makes sense for the wealthy and whether you can guarantee returns.
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Mark Despres and Paul Garrard discuss fixed-income investing in challenging times.
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Charlotte Thorne explains the ‘reverse Al Pacino effect’, whereby wealthy individuals are struggling to invest in private equity.
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Kevin Custis on using investment policy statements and benchmarks to get the most out of investment managers.
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Dr Jean-Philippe Chetcuti explains Malta’s Individual Investor Programme, a citizenship-by-investment scheme.
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Chris Keightley-Pugh on the administration of estates and the probate system in Gibraltar.
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Kira Egorova on Russia’s drive to curb use of offshore structures.
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Patricia Woo explains three key ingredients for a successful family office; independent thinking, sustainability and the ability to mix and match financial solutions.
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Chris McKenzie considers the application of the rule against perpetuities to VISTA trusts and the issue of the recognition of VISTA trusts by the courts of other jurisdictions.
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How do England and Wales compare to other European jurisdictions when it comes to forced heirship, and what impact will the EU Succession Regulation have? Rachel Jones investigates and uses the Bernard Matthews case as an example.
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UK advisors need to be sensitive when dealing with lesbian, gay, bisexual and transgender clients, explains Richard Roberts, but they must not shy away from asking difficult questions.
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This book provides an extremely helpful comparison of the features of foundations in 21 countries around the world.
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