Tag: STEP Guernsey

Guernsey fiduciaries’ obligation to report suspicion: STEP lecture to hear from Financial Investigation Unit

| July 3, 2014 | 0 Comments

The obligation to report suspicion, the definition of suspicion, changes to legislation and an update from the Financial Investigation Unit is STEP Guernsey’s final Collas Crill sponsored lunchtime lecture in the 2013/2014 series this Thursday. Adrian Hale, senior investigation officer at the Financial Investigation Unit, will explain the obligation to report suspicious transactions or activity, […]

Continue Reading

STEP Guernsey delegates to view the Philanthropic Landscape

| July 3, 2014 | 0 Comments

How can Guernsey’s fiduciary professionals support their clients in getting real joy out of philanthropic giving? In The Philanthropy Landscape, the final lecture of the Collas Crill sponsored 2013/2014 lecture series on Thursday 3 July, independent philanthropy adviser Alison Hope, will share an in-depth update on giving today, both in the UK and overseas. Alison […]

Continue Reading

Time is running out for trusts affected by Canadian law on non resident trusts, warns tax expert

| May 9, 2014 | 0 Comments

Time is running out to make a timely filing on trusts affected by changes to Canadian law which significantly affect the way Canada taxes non-resident trusts. “Since the changes cause the trust to be taxable, the onus of taking action rests on the trustee, so a proactive approach is warranted,” said Canadian tax expert Michael […]

Continue Reading

STEP Guernsey consider trustee investment issues

| April 28, 2014 | 0 Comments

Trustee investment and the issues that Guernsey fiduciaries should consider before establishing an investment strategy is the topic of this month’s STEP Guernsey lunchtime lecture, sponsored by Collas Crill. Speaker Justin Oliver, Investment Director at CanAccord Genuity Wealth Management, will provide trustees with an overview of the main asset classes available for investment, highlighting the […]

Continue Reading

Trust and Company accounting under the spotlight at STEP Guernsey March lunchtime seminar

| March 5, 2014 | 0 Comments

Fiduciary businesses should spend more time considering the accounting policies they use, says accountant Will Morgan, who’s putting a spotlight on Trust and Company accounting at the Collas Crill sponsored STEP Guernsey lunchtime lecture this month. Will is co-owner of Offshore Consulting (Guernsey) Limited, a provider of outsourced accountancy services, and is an ICAS (Institute […]

Continue Reading

STEP students excel at Guernsey annual awards

STEP students excel at Guernsey annual awards

| July 9, 2013 | 0 Comments

High levels of academic achievement by local trust professionals were recognised by the local branch of the Society of Trust and Estate Practitioners at its recent annual conference when the Student of the Year awards were presented. Seven individuals received awards after studying for STEP membership – the benchmark qualification in the trust sector. The […]

Continue Reading

STEP conference will discuss tax transparency following the G8 Summit

| June 18, 2013 | 0 Comments

With well over half the tickets sold, the principal local event for Guernsey’s fiduciary sector is fast approaching. STEP Guernsey is encouraging those in the finance sector to sign up now for the STEP Guernsey Branch Annual Conference. The event is expected to attract 250 people from across the sector. For the first time the […]

Continue Reading

Collas Crill STEP Guernsey March lectures – tax, dispute resolutions, HMRC and trusts

| February 26, 2013 | 0 Comments

The Collas Crill STEP Guernsey lectures in March will feature two topical issues relevant to trust practitioners in Guernsey. BDO London’s Martin Callighan will deliver the Collas Crill STEP Guernsey evening lecture on 7 March on the topic of resolving disputes and dealing with Her Majesty’s Customs and Excise (HMRC). On 8 March the co-owner […]

Continue Reading

Collas Crill STEP Guernsey lunch time Foundations lecture

| February 15, 2013 | 0 Comments

Foundations and Guernsey’s new law will be the focus of the Collas Crill STEP Guernsey February lunchtime lecture on 27 February. Carey Olsen partner Russell Clark, who will deliver the lecture at 12 noon at the OGH on Wednesday, 27 February, was one of the Guernsey experts consulted when the decision to introduce a foundations […]

Continue Reading

Reviewing Trustees’ Decisions

| November 26, 2012 | 0 Comments

The radically altered trust sector landscape was the topic of discussion at the STEP Guernsey’s lunchtime seminar series that took place earlier this month sponsored by Collins Stewart. 60 STEP members listened to seminar speaker, Mark Ferbrache, AFR Advocates senior partner, who examined trustees’ discretionary powers and the options now available to trustees in light […]

Continue Reading