STEP Journal Dec 2011 - Jan 2012

STEP Journal Dec 2011 - Jan 2012

Volume 19 | Issue 10
Fact and fiction
Amanda Edwards takes a light-hearted look at the serious issue of wills and gifts.
 
Hands up
John Harper on voting and proxies.
 
Rubik’s conundrum
Richard Frimston on the Swiss-German double tax agreement.
 
Generation gap
Martyn Gowar offers his definition of a family office.
 
Promised gift
Simon Weil on lifetime legacies in the UK.
 
Good choice
Chris Shepard and Adrian Taylor consider the latest developments in tax and investment to affect philanthropic giving.
 
Flexible friend
Zillah Howard looks at using Jersey Trusts and Foundations for Philanthropic purposes.
 
To give or not to give?
STEP Chairman Michael Young gives his view on the new inheritance tax relief for charitable bequests in the UK.
 
Golden opportunity
Paul Cheng discusses why social investment matters.
 
The road to philanthropy
Walter Sweet advises mapping out all the options for emerging donors and taking time to think them through.
 
Stimulating philanthropy
Debut conference provides much debate and food for thought.
 
ICIS: a practical guide
Michalis Zambarta and Georgia Papa on the hot topic of international collective investment schemes in Cyprus.
 
Fit for purpose
Dr Anthony Cremona on novel uses for Maltese foundations.
 
Rock solid
Adrian Pilcher explains Gibraltar's advantage over other European Union finance centres.
 
Out with the old
Peter G Economides on how Cyrus is making amends to boost its competitive edge in trust law.
 
All aboard
Mick Jones looks back and forward to mediterranean jurisdictions and the challenges of compliance.
 
Risk and return
Alex Bowden on investing in challenging times.
 
Private family funds: a global phenomenon
Janine A Racanelli and Gavin Leckie on what you should know before entering the brave new world of bespoke funds.
 
Grow your own portfolio
Colin Lees-Millais and Edward Daniels on sustainable tax-free Timberland investment.
 
Double blow
Ryan Tsai on how high volatility may persist before a sustainable rally for people's republic of China equities.
 
Investing money under tax restrictions
A look at what can go wrong and ways to minimise the risks involved Chris Brown takes the investment manager's perspective and considers mandates.
 
Bad behaviour
Robert Hayhoe and Rahul Sharma on the punitive charity governance rules introduced into the Canadian tax system.
 
High profile
Helene Anne Lewis on how recent decisions by the British Virgin Islands Commercial Court have had a significant impact on the jurisdiction.
 
Canada calling
Alan Pearce on the planning opportunities for Asians immigrating to Canada.
 
Changing times
Arnie Vashisht considers the use of offshore investments for wealth planning.
 
Zero to hero
Geoff Cook looks at an EU decision that brings certainty to the tax regime in Jersey.
 
Who benefits?
Jan Langlo and Victoria Nahmany examine how trusts with a Swiss bank account may be affected by Switzerland's recent tax agreements with the UK and Germany.
 
Family restructuring
Tom Carey looks at limited partnerships as alternatives to trusts and the proposed amendments to the law due in 2012.
 
Last word?
Even where there's a will, there's still a way for some claimants, says Tracy Harris.
 
Financial Times Guide to Inheritance Tax, Probate and Estate Planning
Amanda Fisher's guide might be aimed at the lay reader, but despite its limitations Paul Seal still finds it a useful and informative publication at a sensible price.
 

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