STEP Journal: Issue 1, 2021
Monday, 15 February 2021
Welcome to the first issue of the STEP Journal for 2021. This issue has a special focus on charity and philanthropy, which has never been more relevant or important to private client advisors. We also shine a spotlight on the UK and Ireland, providing updates on immigration, capital gains tax on divorce, and recent developments from the courts. This issue also features a thought leadership piece on wealth taxes in a post-COVID world, and looks at a new model for practitioners working with ultra-high-net-worth families.
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Alice Farrer highlights how UK charities can ensure they are actively aligning their investments with their core values
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Following the unprecedented events of 2020, Helen Swire looks at what taxation measures governments may be taking this year
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A letter from the outgoing Chair of STEP, Simon Morgan
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Nancy Golding QC TEP attended her first STEP luncheon in Calgary as a fresh-faced social-worker-turned-lawyer more than 25 years ago. She knew she wanted to get more involved with STEP and help change the face of the private client industry. Now, as newly elected STEP worldwide Chair, she plans on doing just that.
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From community to continuous learning, the Society has refocused its aims for the future
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In uncertain times, effective stewardship of family wealth is of key importance. A recent STEP Journal roundtable, sponsored by Highvern, discussed the various elements of how advisors can implement sustainable, responsible practices
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Roman Kubiak and Eleanor Goodridge discuss the need for England and Wales deputies to seek authority before litigating on behalf of a vulnerable person
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Julius Bozzino outlines practical areas advisors should alert investors and entrepreneurs to before they move to the UK
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Victoria Sara-Kennedy assesses a recent UK Supreme Court decision and its implications for the principle against the recovery of reflective loss
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Trisha Siddique and Helen Barnett explain the implementation of UK capital gains tax on divorce in England and Wales
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In the second part of this article, Paul Saunders asks where a trustee stands when property is the only trust asset
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Julie Butler underlines the importance of estate and tax planning in the context of farm disputes in England and Wales
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Helen Swire examines the possibility of increased wealth taxes globally as a means to combat the economic deficit caused by COVID-19
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As interest grows in ESG and investment solutions, Mike Farley discusses considerations for trustees
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Cindy Radu outlines a new model that could help advisors understand what UHNW families need from them
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The recent OECD report on taxation and philanthropy is an opportunity to develop more efficient and effective policy, writes Gina M Pereira
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Nick Murphy assesses the pros and cons of a ‘total return’ approach by trustees for permanently endowed charities in England and Wales
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Julie Wynne and Laura Tscherrig look at the implications of the EU Sustainable Finance Action Plan for asset managers
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Robert Kleinman explores the benefits of synchronised estate and gift planning in Canada
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Alana Petraske explores the concept of ‘trust-based philanthropy’ for those interested in giving (or seeking) funding according to this model
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Juan Ricardo Romero reviews legislative changes in Uruguay that have created new opportunities for obtaining tax residency
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Patrick Delas explores a recent Court of Justice of the European Union case that examined jurisdiction and applicable law in matters of succession
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Edward Hall explains how to make proper use of the exclusion powers conferred on trustees through trust deeds
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Carmen Thériault QC TEP leads the private wealth group at Norton Rose Fulbright Canada and is a member of the firm’s national partnership committee and global supervisory board. In December 2020, Carmen was recognised as the 2020 People’s Choice – Trusted Advisor of the Year at the 15th Annual STEP Private Client Awards (PCAs).
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