Image STEP Journal: April 2017 01 April 2017 Foreword - April 2017 The April edition of the STEP Journal straddles trust law amendments, investment portfolios, and the nature and evolution of family businesses around the world. 01 April 2017 The path of less resistance Richard Frimston discusses legislation that simplifies the process for having public documents accepted, but which does not provide for recognition of their content. 01 April 2017 The saga continues Adea Meidani discusses the latest challenge by the French Constitutional Court regarding trust legislation. 01 April 2017 Trustee billing: revolution or evolution? Paul Douglas and Michael Guirad assess how practitioners' billing practices have changed. 01 April 2017 Certainty prevails Peter Hodson analyses the requirements for ‘certainty’, the consequences of ‘sham’ if there is not certainty of intention in a trust, and the impact of reserved powers legislation 01 April 2017 All presents accounted for? Jenny Wilson-Smith highlights the risk of tax liability that a gift of funds can create. 27 April 2017 One crown, two laws Julie Melia highlights the differences between UK and Jersey probate procedures, and what happens when the Jersey process is not followed. 01 April 2017 Paper trail The feedback to Jersey’s consultation paper on Trusts Law amendments has been published. Keith Dixon comments on the possibilities that lie ahead 01 April 2017 Defining moments Naomi Rive discusses the regulatory and policy challenges facing trustees in Jersey and beyond 01 April 2017 Crown rules Tony Pitcher explores the international and EU initiatives that are influencing major developments in the Crown Dependencies 01 April 2017 Troubled waters Various problems can beset trusts, including the potential for insolvency, as Ben Rhodes explains 01 April 2017 To protect and to serve Alasdair Davidson and Rupert Morris discuss the role of protectors in Guernsey trusts 01 April 2017 Hip to B Corp Could the B Corporation movement represent a new model for family businesses? James Perry takes a look 28 March 2017 When one becomes two Catherine Grum looks at when it is appropriate to draw the line between a family business and a family office 01 April 2017 Family fortunes Eleanor Sepanski and Geoffrey Todd explore how reviewing the governance of a family business will help achieve better outcomes 01 April 2017 Steps to succession Sergio Galvis and Melissa Sawyer examine important corporate governance and succession planning techniques for Latin American family business owners 01 April 2017 Promoting the promoter Despite being entrenched in a web of regulations and prejudice, Indian ‘promoters’ continue to thrive. Rishabh Shroff and Tanmay Patnaik explain why 01 April 2017 Year in, year out: a case study Jérôme Stern discusses the move from an operating business to an investment business, and provides a case study detailing why his family business chose this route 01 April 2017 Testing times, part 2 In a follow-up to his article in the October 2016 edition of the STEP Journal, Quintin Rayer discusses the pros and cons of different types of portfolio stress test. 01 April 2017 April showers Mark Biddlecombe looks at UK changes related to non-domiciled individuals, and some of the possibilities and issues these changes pose 01 April 2017 Tax gets personal Jeremy Pearson explores the planning opportunities and drawbacks of personal injury trusts and investment bonds 01 April 2017 Will survivorship clauses survive? John FitzGerald warns of the potential pitfalls of automatically inserting survivorship clauses when will drafting in the UK. 01 April 2017 In good faith Martyn Crespel provides an introduction to structuring Shari’a-compliant trusts. 01 April 2017 Book Review: Lexicon of Trust & Foundation Practice 01 April 2017 Web exclusive: Probate fees Emily Deane on the new probate fee regime that has been implemented by the UK Ministry of Justice 30 March 2017
Foreword - April 2017 The April edition of the STEP Journal straddles trust law amendments, investment portfolios, and the nature and evolution of family businesses around the world. 01 April 2017
The path of less resistance Richard Frimston discusses legislation that simplifies the process for having public documents accepted, but which does not provide for recognition of their content. 01 April 2017
The saga continues Adea Meidani discusses the latest challenge by the French Constitutional Court regarding trust legislation. 01 April 2017
Trustee billing: revolution or evolution? Paul Douglas and Michael Guirad assess how practitioners' billing practices have changed. 01 April 2017
Certainty prevails Peter Hodson analyses the requirements for ‘certainty’, the consequences of ‘sham’ if there is not certainty of intention in a trust, and the impact of reserved powers legislation 01 April 2017
All presents accounted for? Jenny Wilson-Smith highlights the risk of tax liability that a gift of funds can create. 27 April 2017
One crown, two laws Julie Melia highlights the differences between UK and Jersey probate procedures, and what happens when the Jersey process is not followed. 01 April 2017
Paper trail The feedback to Jersey’s consultation paper on Trusts Law amendments has been published. Keith Dixon comments on the possibilities that lie ahead 01 April 2017
Defining moments Naomi Rive discusses the regulatory and policy challenges facing trustees in Jersey and beyond 01 April 2017
Crown rules Tony Pitcher explores the international and EU initiatives that are influencing major developments in the Crown Dependencies 01 April 2017
Troubled waters Various problems can beset trusts, including the potential for insolvency, as Ben Rhodes explains 01 April 2017
To protect and to serve Alasdair Davidson and Rupert Morris discuss the role of protectors in Guernsey trusts 01 April 2017
Hip to B Corp Could the B Corporation movement represent a new model for family businesses? James Perry takes a look 28 March 2017
When one becomes two Catherine Grum looks at when it is appropriate to draw the line between a family business and a family office 01 April 2017
Family fortunes Eleanor Sepanski and Geoffrey Todd explore how reviewing the governance of a family business will help achieve better outcomes 01 April 2017
Steps to succession Sergio Galvis and Melissa Sawyer examine important corporate governance and succession planning techniques for Latin American family business owners 01 April 2017
Promoting the promoter Despite being entrenched in a web of regulations and prejudice, Indian ‘promoters’ continue to thrive. Rishabh Shroff and Tanmay Patnaik explain why 01 April 2017
Year in, year out: a case study Jérôme Stern discusses the move from an operating business to an investment business, and provides a case study detailing why his family business chose this route 01 April 2017
Testing times, part 2 In a follow-up to his article in the October 2016 edition of the STEP Journal, Quintin Rayer discusses the pros and cons of different types of portfolio stress test. 01 April 2017
April showers Mark Biddlecombe looks at UK changes related to non-domiciled individuals, and some of the possibilities and issues these changes pose 01 April 2017
Tax gets personal Jeremy Pearson explores the planning opportunities and drawbacks of personal injury trusts and investment bonds 01 April 2017
Will survivorship clauses survive? John FitzGerald warns of the potential pitfalls of automatically inserting survivorship clauses when will drafting in the UK. 01 April 2017
In good faith Martyn Crespel provides an introduction to structuring Shari’a-compliant trusts. 01 April 2017
Web exclusive: Probate fees Emily Deane on the new probate fee regime that has been implemented by the UK Ministry of Justice 30 March 2017
