The STEP Diploma

The STEP Diploma is the benchmark qualification for those working in the field of trusts and/or estates. It is designed and delivered by practitioners, for practitioners, and is recognised and respected by employers, regulators and clients across the world. Find out more.

19 June 2024

SWITZERLAND: HSBC’s Swiss private banking arm breached money-laundering rules, regulator finds

HSBC’s Swiss private banking arm breached money-laundering rules by failing to carry out adequate checks on the high-risk accounts of two politically exposed individuals, Switzerland’s banking regulator

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6 December 2024

US: Trump Pick to Lead IRS Signals ‘Open Season for Tax Cheats’

U.S. President-elect Donald Trump’s nominee to run the Internal Revenue Service, former Rep. Billy Long, didn’t serve on the House committee tasked with writing tax policy during his six

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19 December 2024

US: Trump Administration Has Already Unlocked ‘New Era’ for U.S. Crypto

Donald Trump’s victory in the November presidential election is already ushering in a new era for crypto in the U.S., JPMorgan (JPM) said in a report Wednesday, noting that the total cryptocurrency

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7 February 2024

US: Why most millionaires want a wealth tax: “There’s a certain alarmism among the wealthy about Trump”

Extreme wealth and income inequality will eventually destroy a real democracy. Why? Because that disparity of power and resources allows a relatively small number of people and groups to subvert the

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