STEP Journal September 2010

STEP Journal September 2010

Volume Vol 18 | Issue Issue 8
The ethical trustee
In his regular column for STEP International Diploma students, John Harper considers to what extent a trustee should consider ethics
 
Trustee delegation
This month, Amanda Edwards considers the issue of trustee delegation in her regular column for STEP England & Wales Diploma students
 
The Good Samaritan revisited
Martin Gowar on charity post 9-11
 
All cross borders lead to Brussels?
Richard Frimston asks how long national sovereignty can protect its right to control direct taxation
 
The war on offshore tax evasion
H Arnold Sherman reviews the recent activity by tax authorities worldwide in relation to tax evasion
 
Offering protection
Robert MacRae and Paul Buckle on trusts and divorce in the Channel Islands
 
Sheltering from the storm
Alison Vine looks at some of the advantages for UK residents of holding assets in or relocating to the Channel Islands
 
Dividends and distributions
Simon Savident considers Guernsey company dividends and distributions post 1 July 2008
 
Traps for the unwary
Geoffrey Todd and Amanda Edwards point out some of the dangers to watch out for when setting up a Living Trust
 
A step forward?
Pamela Goldfarb on PFICs, taxes and US beneficiaries
 
Embracing change
Jim Parker examines the practical implications for trustees arising from the new model of Swiss banking and discusses whether the sector is prepared for the changes that are coming
 
Cross-border giving – a new era?
Laura Minnett and James Carleton consider the impact of the extension of UK charity reliefs to EU charities
 
A simple statement
David de Brito looks in detail at the construction of a trust's Investment Policy Statement
 
Demographic shift
Martin Perry on demographics and investment returns
 
Securing prosperity
Marcus Grubb explains how gold can help rebuild investor confidence on the road to recovery
 
Great benefit
Elena Hoffstein on amendments to the disbursement quota regime in Canada's Federal Budget 2010
 
A new era
Kelly O'Hara and Elaine Rogers consider some of the key provisions of Ireland's Land and Conveyancing Law Reform Act 2009
 
Drastic action
Patrick Connolly considers the implications of the UK's June emergency Budget on financial planning
 
Perplexing variations
Steve Haggett provides a review of the tax and other issues affecting variations in estate planning
 
Making sure the gift is made
Paul Seal on gifts and the appropriate way to deal with the transfer of ownership
 
Urgent Applications in the Court of Protection
By Her Honour Nazreen Pearce, District Judge Sue Jackson. Reviewed by Moira Sofaer
 
Last Orders: The Essential Guide to your Letter of Wishes
By Patricia C Byron. Review by Rosemary Marr
 


Advert

Article Search

Browse jurisdictions by clicking on the map regions below

Adelaide 

South Africa 2012 Conference

© 2012 Society of Trust & Estate Practitioners