Recent Events

STEP Lausanne organizes monthly conference luncheons at the Lausanne Palace & SPA on topics of interest to practitioners in the private clients’ industry (international taxation, trusts, banking, inheritance law, the anti-money laundering law, etc).


Tuesday, Oct. 2nd, 2018 – Lausanne Palace & SPA
Topic: THE NEW FRENCH REAL ESTATE TAX – Impôt sur la fortune immobilière – IFI
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Tuesday, Sept. 4th, 2018 – Lausanne Palace & SPA
Topic: GRATIFICATION DU BENEFICIAIRE SELON LA LOI DU TRUST ET LE DROIT SUCCESSORAL SUISSE
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Tuesday, June 5th, 2018 – Lausanne Palace & SPA

Speaker: Dr Delphine PANNATIER KESSLER
Topic: TRUST OWNING SWISS REAL ESTATE – CIvil Law and Lex Koller Issues
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Monday, May 7th, 2018 – Lausanne Palace & SPA

Speaker: Yann MRAZEK
Topic: INTRODUCTION TO THE M-E (NEW) FOUNDATION REGIMES
HandoutPDF


Tuesday, April 3rd, 2018 – Lausanne Palace & SPA

Speaker: Ross BELHOMME
Topic: SHAM TRUSTS
Handout : PDF1 PDF2


Tuesday, March 6th, 2018 – Lausanne Palace & SPA

Speaker: David Violi
Topic: Automatic Exchange of Information – Practical cases
Handout : PDF


Tuesday, February 6th, 2018 – Lausanne Palace & SPA

Speakers: Willem de Gier and Richard Bagnall-Smith
Topic: Why Regulated Art Advice Matters To Professionals
Handout : PDF


Tuesday, December 6th, 2017 – Hotel Beau Rivage

Speaker: Prof. Yves Noël
Topic: Réforme de la Fiscalité des Entreprises
Handout : PDF


Monday, November 13th, 2017 – Lausanne Palace & SPA Hotel, Lausanne

Topic: STEP LAUSANNE Annual General Meeting (open exclusively to STEP Lausanne Branch Members)


Tuesday, October 3rd, 2017 – Lausanne Palace & SPA Hotel, Lausanne

Speaker: Nicky Gouder
Topic: OECD BEPS Project and EU Anti-Tax Avoidance Directive
Handout : PDF


Tuesday September 5th, 2017 – Lausanne Palace & SPA Hotel, Lausanne

Speakers : Anne-Lise BANCE, Julie WINNE
Topic : Shareholder Foundations
Handouts : PDF1 PDF2


Tuesday June 6th, 2017 – Lausanne Palace & SPA Hotel, Lausanne

Speaker : Romain Sazos
Topic : Luxembourg Toolbox
Handout : PDF


Tuesday May 2nd, 2017 – Lausanne Palace & SPA Hotel, Lausanne

Speaker : Patrick Bachofner
Topic : Yacht Engaged in Trade: Blending the Benefits of Private and Commercial Use
Handout : PDF


Tuesday April 4th, 2017 – Lausanne Palace & SPA Hotel, Lausanne

Speaker : Chris Edward
Topic : Non-Dom Changes: Is Insurance a Holistic Wealth Planning Vehicle?
Handout : PDF


Tuesday 21st March 2017 – Hôtel de la Paix, Lausanne

Speaker : Professor Philippe Meier, PhD
Topic : The Enduring Power of Attorney (Mandat pour cause d’inaptitude) in International Settings
Handout :PDF


Tuesday 7th February 2017 – Hôtel de la Paix, Lausanne

Speaker : Michael Zurkinden
Topic :Solutions individuelles dans le cadre du deuxième pilier
Handout :PDF


Tuesday 1st November 2016 – Lausanne Palace & SPA

Speaker : Me Rebecca Lauchenauer
Topic : Les successions franco-suisses sous l’angle des impôts successoraux
Handout : PDF


Tuesday 11th October 2016 – Lausanne Palace & SPA

Speaker : Julien Krieger, CFA
Topic : L’optimisation fiscale par la structuration d’un portefeuille de titres : Une manière de générer des rendements positifs certains dans l’environnement de taux actuel 
Handout : PDF


Wednesday 7th September 2016 – Fairmont Le Montreux Palace

Speakers : Guillaume Grisel, Bonnie Steiner, Julien Perrin
Topic : Trusts : Exploring Their Versatility And Uses
Handouts : PDF1 PDF2 PDF3 PDF4 PDF5


Tuesday 6th September 2016 – Lausanne Palace & SPA

Speaker : Christian Bronner
Topic : The “tax shield” in Swiss tax law and its relevance for beneficiaries of Trusts
Handout : PDF


Thursday 23rd June 2016 – Lausanne Palace & SPA

Speakers : Ray Scott and Marianne Rameau
Topic : Investment Managers: Why do we ask what we ask?
Handout : PDF


Tuesday 3rd May 2016 – Lausanne Palace & SPA

Speaker : Gian Paolo Romano
Topic : Recent case law developments on the 1985 Hague Trust Convention
Program : PDF


Tuesday 5th April 2016 – Lausanne Palace & SPA

Speaker : Hugues Salomé
Topic : BEPS – What’s in for trusts?
Handout : PDF


Tuesday 8th March 2016 – Lausanne Palace & SPA

Speaker : David Violi
Topic : A practical guide for independent wealth managers and trustees in the coming new environment of financial services in Switzerland
Handout : PDF


Tuesday 2nd February 2016 – Lausanne Palace & SPA

Speaker : Raphaël Gani
Topic : Tax rulings: current practice and future perspectives
Handout: PDF


1 December 2015 – Lausanne Palace & SPA
Members of STEP Lausanne only

Convocation Assemblée générale 2015


3 November 2015 – Lausanne Palace & SPA

The Trust Re-Visited
The Hague Convention 30 Years After
STEP SATC Conference 2015

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6 October 2015 – Lausanne Palace & SPA

Speaker : Philippe Kenel
Topic : Relocation of high net worth individuals
Program : PDF


8 September 2015 – Lausanne Palace & SPA

Speaker : Metihe Mehmeti
Topic : The Swiss legal framework to exchange of information – Administrative Assistance in tax matters
Program : PDF
Handout : PDF


2 June 2015 – Lausanne Palace & SPA

Speaker : Leonard Vijverberg
Topic : The fight against money laundering continues: upcoming changes to Swiss legislation
Program : PDF
Handout : PDF


12 May 2015 – Lausanne Palace & SPA

Speaker : Matthey Shayle
Topic : 2017: What does the OECD’s automatic exchange of information system mean for trustees and fiduciaries in Switzerland?
Program : PDF
Handout : PDF


21 April 2015 – Lausanne Palace & SPA

Speaker : Giuseppe Sottile
Topic : Taxation in Switzerland of Trusts, foundation and companies: similarities and differences
Program : PDF
Handout : PDF


10 March 2015 – Lausanne Palace & SPA

Speaker : Todd Hall
Topic : Back to USA! Planning for U.S. Situs Assets and U.S. Inbound Transactions
Program : PDF
Handout : PDF


10 Febr. 2015 – Lausanne Palace & SPA

Speaker : Erol Baruh
Topic : FATCA and the Trust Industry – Current Practical Issues
Program : PDF
Handout : PDF


20 Jan. 2015 – Lausanne Palace & SPA

Speaker : Ross Belhomme
Topic : What not to do when acting as a Trustee: Stories of mishaps and errors from the trustee world
Program : PDF
Handout : PDF


2 Dec. 2014 – Lausanne Palace & SPA

Speaker : Filippo Lurà
Topic : Responsabilité sous l’angle fiscal pour le conseil à la clientèle privée
Program : PDF