Developing a Global Agenda

Expert Insight from the Inaugural STEP Global Congress

Richard Pease (Autor)

Buch | Softcover

282 Seiten

2014
Bloomsbury Professional (Verlag)
978-1-78043-791-0 (ISBN)

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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.

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.

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

Verlagsort	London
Sprache	englisch
Maße	156 x 234 mm
Gewicht	413 g
Themenwelt	Recht / Steuern ► EU / Internationales Recht
Themenwelt	Recht / Steuern ► Steuern / Steuerrecht ► Erbschaftsteuer / Schenkungsteuer
ISBN-10	1-78043-791-9 / 1780437919
ISBN-13	978-1-78043-791-0 / 9781780437910
Zustand	Neuware