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Boodle Hatfield helps STEP to pioneer important new international client tax planning qualification

Law firm Boodle Hatfield has provided the technical content behind the Society of Trust and Estate Practitioners' (STEP) first advanced qualification in UK tax planning for an international clientele. 

The 2008 Finance Act has made the provision of tax planning advice to international individuals and families complex and high risk.  Similarly, the tax treatment of non-UK resident trusts has also undergone significant change.  This new qualification is designed to equip advisers giving them the technical know-how to deliver complex advice in a timely manner.

The STEP Advanced Certificate in UK Tax for International Clients was launched in May 2012 and is designed for any advisor working in the wealth management sector and providing UK tax planning advice for international clients.  The Certificate includes dedicated modules on domicile, residence, residence of trusts, income tax, CGT, the remittance regime, IHT, offshore trusts and the UK family home.

The Certificate content was written by Boodle Hatfield solicitor Jenny Wilson-Smith, with assistance from Associates Eleanor Sepanski and Emma Haley TEP, and editorial input by Julie Hutchison TEP of Standard Life.

Rosemary Marr TEP, Chair of the STEP Professional Development Committee, says: "This is an important new qualification for STEP members.  Studying this course is the ideal way to gain a deep understanding of changes to the residence rules and the Finance Act 2008 and we believe it will add widespread value to members' practices.  Our thanks go to Boodle Hatfield for their part in helping to develop this new Certificate."

Enrolments for the new Certificate close on 28 September 2012, with exams held in January and July 2013 in London, Jersey, Guernsey, Bahamas, Hong Kong, Geneva and Zurich.

Details of the STEP Advanced Certificate in UK Tax for International Clients can be found on the STEP website - www.step.org.

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