All Posts Tagged With: "Society of Trust and Estate Practitioners"

James Winsall has successfully completed the Society of Trust and Estate Practitioners (STEP) Diploma in International Trust Management. Having previously spent over ten years of his career working within the construction industry in the UK, at the age of 33 Mr Winsall made the decision to change direction in his career. Having moved to Guernsey [...]

Kleinwort Benson’s Channel Islands Private Fiduciary team has been shortlisted for an award at the prestigious Society of Trust and Estate Practitioners (STEP) Private Client Awards 2010/11. It is one of five companies shortlisted in the “Institutional Trust Company Team of the Year” award. Within its entry Kleinwort Benson’s Private Fiduciary team had to demonstrate [...]

TWO philanthropy experts will talk at this week’s evening STEP lecture about working with charity beneficiaries for a smooth administration, sponsored by Collins Stewart. The lecture will be presented by Cancer Research UK legacy development senior executive Susan Kench and legacy administration senior manager Sianne Kerrane. It will focus on understanding the particular requirements of [...]

THIS month’s STEP lunchtime lecture, sponsored by Collins Stewart, will be presented by Shaun Lacey, Head of Wealth Management at Investec Bank (Channel Islands) Limited. Mr Lacey, who is a Chartered Fellow of the Chartered Institute for Securities and Investment, will focus on trustee investments during his presentation on Friday 28 May.

Guernsey News, 28 April 2010 – THIS month’s STEP evening lecture, sponsored by Collins Stewart Wealth Management, will be given by Lawrence Graham LLP London partner, international tax and trust specialist, Nick Jacob. The subject of his presentation, private trust companies and family governance – avoiding difficulties and disputes, will consider the pitfalls in setting [...]

Guernsey News, 23 March 2010 – A TAX expert will take to the stage to talk on Employee Benefit Trusts and Employee Funded Retirement Benefit Schemes at the latest STEP lecture, sponsored by Collins Stewart Wealth Management. Ernst and Young Partner John MacKay will provide practical experience and thoughts on the pros and cons of [...]

Guernsey News, 10 February 2010 – MORE than 100 professionals turned out for the latest performance in the Society of Trust and Estate Practitioners (STEP) lecture series, sponsored by Collins Stewart. The lecture took the form of a pantomime titled Know-how for sale – UK tax – to avoid or not to avoid – that [...]

Guernsey News, 1 February 2010 – ONE of Guernsey’s truly home grown success stories, Nerine Group, is positioning itself for substantial growth in the next decade, appointing two people to senior positions in the thriving independent, international trust and fiduciary business. Rob Habin has been appointed as chief operating officer for the group. Rob, a [...]

Guernsey News, 26 January 2010 – Heather Groves has gained an overall distinction in the Society of Trust and Estate Practitioners (STEP) Diploma examination. The Mercator Group trust manager who works in the Private Clients department passed all four exams with distinction (Trust Creation: Law and Practice, Company Law and Practice, Trust Administration and Accounts, [...]

Guernsey News, 22 January 2010 – THE curtain raiser in a new series of Society of Trust and Estate Practitioners (STEP) lectures for 2010 will take place next week, sponsored by Collins Stewart Wealth Management. The evening presentation on Thursday 28th January will take the form of a pantomime. The star-studded cast of AFR Advocates [...]