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).
December 7th, 2021
Topic: Le rôle de la blockchain dans le domaine de la compliance.
Handout: PDF
November 2nd, 2021
Topic: Transfert d’une société de l’étranger en Suisse.
Handout: PDF
October 5th, 2021
Topic: Economic Substance Rules
Handout: PDF
September 7th, 2021
Topic: Projet du droit suisse du Trust
Handout: PDF
June 1st, 2021
Topic: Swiss CRS
Handout: PDF
May 3rd, 2021
Topic: Point de situation sur le Projet LBA / OBA Finma 2020 & la notion de Clarifications Complémentaires
Handout: PDF
March 1st, 2021
Topic: Trust, rapport et réduction
Handout: PDF
February 2nd, 2021
Topic: BVI Economic Substance
Handout: PDF
Tuesday, Oct. 13th, 2020 – Lausanne Palace & SPA
Topic: Economic Substance in the New Reality
Handout: PDF
Tuesday, Sept. 1st, 2020 – Lausanne Palace & SPA
Topic: Le Trust Suisse – enjeux et questions
Handout: none
Tuesday, Mar. 10th, 2020 – Lausanne Palace & SPA
Topic: La révision du droit des successions
Handout: PDF
Tuesday, Dec. 9th, 2019 – Lausanne Palace & SPA
Topic: LSFin – LEFin : Une Vue d’Ensemble
Handout: PDF
Tuesday, Nov. 9th, 2019 – Lausanne Palace & SPA
Topic: Le Nouveau Monde de la Transparence
Handout: PDF
Tuesday, Oct. 8th, 2019 – Lausanne Palace & SPA
Topic: L’Obligation de Rapporter en Pratique
Handout: PDF
Tuesday, Sept. 3rd, 2019 – Lausanne Palace & SPA
Topic: Succession & œuvres d’art : conseils pour collectionneurs en matière de planification
Handout: PDF
Tuesday, June 4th, 2019 – Lausanne Palace & SPA
Topic: La holding d’héritiers: une mesure de planification successorale
Handout: PDF
Tuesday, May 14th, 2019 – Lausanne Palace & SPA
Topic: The Regulation of Trustees in Switzerland
Handout: PDF
Tuesday, April 2nd, 2019 – Lausanne Palace & SPA
Topic: Risks and Pitfalls of the Management of SPVs in Switzerland
Handout: PDF
Tuesday, March 5th, 2019 – Lausanne Palace & SPA
Topic: Ventes immobilières – share deal vs asset deal
Handout: PDF
Tuesday, Jan. 29th, 2019 – Lausanne Palace & SPA
Topic: Amendments to the Swiss Anti-Money Laundering Act and their impact on trustees and advisors
Handout: PDF
Monday, Dec. 10th, 2018 – Lausanne Palace & SPA
Topic: Sécurité des UHNWI
Handout: None
Tuesday, Oct. 2nd, 2018 – Lausanne Palace & SPA
Topic: THE NEW FRENCH REAL ESTATE TAX – Impôt sur la fortune immobilière – IFI
Handout: PDF
Tuesday, Sept. 4th, 2018 – Lausanne Palace & SPA
Topic: GRATIFICATION DU BENEFICIAIRE SELON LA LOI DU TRUST ET LE DROIT SUCCESSORAL SUISSE
Handout: PDF
Tuesday, June 5th, 2018 – Lausanne Palace & SPA
Speaker: Dr Delphine PANNATIER KESSLER
Topic: TRUST OWNING SWISS REAL ESTATE – CIvil Law and Lex Koller Issues
Handout: PDF
Monday, May 7th, 2018 – Lausanne Palace & SPA
Speaker: Yann MRAZEK
Topic: INTRODUCTION TO THE M-E (NEW) FOUNDATION REGIMES
Handout: PDF
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 : upon request
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 |
 |
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