Cross-Border estates webinar. 15 November 2022

Host group
Host Left
Hosted by
STEP Yorkshire
Event Type
Web Event

The focus for this session is to explore some of the areas of greatest confusion (and potential risk) for advisors engaging in cross-border private client work and to provide practical insight and top tips concerning:

  1. Jurisdiction and applicable law (including choice of law considerations);
  2. Succession regimes (including forced heirship, matrimonial and co-owned property);
  3. Recognition of documents, characterisation and conflicts;
  4. Taxation, domicile and tax residency considerations; and
  5. Risk mitigation strategies for advisors.

The session will be run by Kieran McIvor, who is a partner at Wrigleys Solicitors LLP in Leeds. Kieran specialises in high net worth cross-border private client work (including estate planning and complex estate administration) and attained the STEP Cross-Border Estates qualification with distinction.

If a season ticket holder is unable to attend a live event, we are happy for that member to give the place to a colleague to attend instead. However, if you plan to do this, please let us know in advance and let us have the details of the colleague attending.

If you plan to attend RSVP to [email protected] so we have an indication of the numbers attending for catering purposes. You may also contact me at that address with any other queries.

Cost group
Event Cost
Pound Sterling
Member season ticket
Pound Sterling
Non-Member season ticket
Pound Sterling
Member single event
Pound Sterling
Non-Member single event
Free to STEP Students
09:30 - 10:30
Andrea Jones
Add to Calendar Disabled