Developing a Global Agenda: Expert Insight from the Inaugural STEP Global Congress

Erscheinungsjahr 2014
ISBN: 978-1-78043-791-0
Verlag: Bloomsbury

Buch, Englisch, 282 Seiten, Format (B × H): 156 mm x 229 mm

In November 2014, STEP, the worldwide professional association for practitioners dealing with family inheritance and succession planning, held its inaugural Global Congress, bringing together leading practitioners and industry experts from all over the globe to help formulate policy debate and solutions on issues pertinent to families across generations. The powerful, thought-provoking agenda demonstrates the breadth of the issues attended to by STEP members, discussing and debating challenges and answers to a great range of specialist areas around generational change and inheritance.

Taking some of the key themes from the inaugural Congress, Developing a global agenda draws together expert insight and analysis on many of the key issues facing practitioners around the world; from international developments in transparency and compliance, to challenges and opportunities brought by technology, the changing global demographic, and an increasingly global client base.

Edited by the internationally renowned private-client specialist Richard Pease, Developing a global agenda features contributions from a host of leading industry experts, including Philip Marcovici; John Riches; Monica Bhatia; Richard Hay; Richard Frimston; Michael Cadesky; Nick Jacob; David Wallace Wilson; Professor Jonathan Harris; Professor Jeffrey Schoenblum; Bruch Weatherill; Aron Pervin; Margaret O'Sullivan; Rod Genders; Clive Cutbill; Betsy Brill; Paul Stibbard; Kecia Barkawi; Dr Max Ganado, Arielle Goodley and Tim Prudhoe.

Autoren/Hrsg.

Pease, Richard

Fachgebiete

• Wirtschaftswissenschaften Betriebswirtschaft Unternehmensorganisation, Corporate Responsibility Unternehmensnachfolge

Inhaltsverzeichnis

Contents
SECTION 1: THE INTERNATIONAL AGENDA
Developments in global tax transparency and the need for effective dialogue
Supranational initiatives in tax and transparency - the OECD perspective
Supranational initiatives and their impact on wealth planning - a practitioner's perspective
Global transparency: are you ready?
Complex tax structures: the future of tax planning against a background of changes in government policies and public opinion
The European Union Succession Regulation (EU) No 650/2012
Trusts and the influence of foreign law: English and offshore perspectives
Asset protection from foreign claims and judgments in the United States
The Taxpayer's Charter project: a summary
SECTION 2: REFLECTIONS
The road to responsible finance
The value of trust
The millennial generation: reshaping the advisory
SECTION 3: SPECIALIST TOPICS
Mental incapacity, multi-jurisdictional assets and the mobile client: an international perspective
Fiduciary management of digital assets
Philanthropy in the global village
Weaving philanthropy into the family business
How civil-law systems absorb trusts
Offshore asset recovery and litigation

Über Autor(innen)

Edited by the internationally renowned private-client specialist Richard Pease, Developing a global agenda features contributions from a host of leading industry experts, including Philip Marcovici; John Riches; Monica Bhatia; Richard Hay; Richard Frimston; Michael Cadesky; Nick Jacob; David Wallace Wilson; Professor Jonathan Harris; Professor Jeffrey Schoenblum; Bruch Weatherill; Aron Pervin; Margaret O'Sullivan; Rod Genders; Clive Cutbill; Betsy Brill; Paul Stibbard; Kecia Barkawi; Dr Max Ganado, Arielle Goodley and Tim Prudhoe.