Designing A Cross Border Investment Structure That Really Meets Your Client's Needs (1 March 2012, STI Auditorium)


On Thursday 1 March 2012, Mr James Quarmby, Partner and Head of International Taxation at Thomas Eggar LLP, gave a refreshing lunch-time presentation, on designing a cross-border investment structure in today?s demanding and complex environment that really meets the client?s needs.

Mr Quarmby?s innovative approach to tax planning is much lauded by the profession, and his presentation to STEP Singapore on that day demonstrated his depth of knowledge and experience.

The presentation kicked off with an excellent overview of the issues and challenges facing the industry, such as the difficult investment climate, increasingly aggressive revenue authorities and client demands that are complex and hard to achieve.

Mr Quarmby?s mastery of the tools and techniques of wealth structuring was evident in the next segment of his presentation. He introduced a wide range of investment structures which could be designed and implemented to hold investments, ranging from ?classic? solutions like trusts and companies, to more complex alternatives like Private Unit Trusts and Collective Investment Schemes.

Mr Quarmby?s concluded by assuring the audience that notwithstanding the complex times for clients and their advisors alike, with the right planning, clients? objectives could still be met.

It was a very informative and interesting session with some good discussion both during the Q&A segment and more informally afterwards. Mr Quarmby?s presentation was thoroughly appreciated by all who attended.



Use of Trusts in Pre-IPO Planning (13 February 2012, Oasis Theatrette, Park Mall)


The STEP Singapore branch's February presentation featured Todd Beutler and Stephen Nelson on the topic of "Use of Trusts in Pre-IPO Planning".

Due to the great response from our members and guests, the venue selected was the Oasis Theatre at Park Mall. Over 120 participants registered to get a glimpse of the main issues concerning client`s needs once they decide to structure and IPO.


Chaired by Ms. Seema Bhayat, our speakers provided a thorough analysis of Singapore, Hong Kong and China perspectives, with an emphasis in solutions using trust structures geared for US connections and their own experiences in this field. The use of tools such as IDGT and GRAT as well as the upcoming reduction on the US gift/estate tax drew the attention of the participants.



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