STEP Journal October 2011

STEP Journal October 2011

Volume 19 | Issue 9
From the editor
Nicholas Dale introduces the Swiss focus issue and discusses the meaning of beneficial ownership
 
Interested parties
Amanda Edwards looks at beneficiaries' rights to be informed of their interests in her column for STEP England and Wales Diploma students
 
Debits near the door, credits by the window
John Harper offers some exam tips for Offshore Diploma students
 
When is a trust not a trust?
RIchard Frimston on the world of administrateurs, constituants and beneficiaires
 
A taxing subject
Martyn Gowar suggests why Warren Buffett wants to pay more tax
 
Substance over form A
Jason Lofts reviews recent Swiss cases on the definition of 'Beneficial owner'
 
Deserved recognition
Philippe De Salis on the acknowledgement of trusts as evidenced by the Hague Convention, and the important role of the Swiss Association of trust companies
 
Confident and optimistic
Scott Devine reports on the findings of a STEP membership survey about the future of the trust industry in Switzerland
 
Welcome home
Julian Hayden on what statutory residence testing in the UK means for ex-pats
 
Discreet and low
Anton van Zantbeek compares the Belgian tax regime with the Swiss and UK schemes
 
Trust in the Cayman Islands
Dennis Ryan and David Pytches look at how the Cayman Island's trust regime is helping to address frequent issues in the Middle East and North Africa region
 
Opportunity of a lifetime
Patricia Ferrante on the flexible and protective legal framework of Luxembourg life insurance policies
 
Stamp duties
Janet O'Byrne offers a European perspective on medallion signature guarantee stamps
 
Real deal
Simon Goldring highlights the tax pitfalls of owning US real property
 
Profitably green
Julie Butler discusses renewable energy enterprises and inheritance tax
 
Riding the storm
Alison Vine on whether qualifying recognised overseas pension schemes are a good product to be selling
 
Client residence: the old world and the new
Peter Mitchell reports on the findings of a STEP survey about the global trust and estate planning industry
 
All wrapped up?
Andrew James considers the impact of recent pension changes on high earners in the UK
 
Successful succession
Marc Farror on how the trust sector can help family business get through the challenge of succession planning
 
World's Leading Financial & Trust Centres
Paolo Panico reviews World's leading financial and trust centres
 

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