Joint STEP & Chartered accountants Ireland conference: UK & ROI estate planning. 13 May 2021

Host group
Host Left
Hosted by
STEP Ireland
STEP Northern Ireland
Event Type
Web Event
Date
-

The conference will cover:

Opening Address - Tima Quealy, STEP Chair
 
Cross Border Taxation for the Wealthy - Alan Gourley, Grant Thornton (NI) and Alison McHugh, Deloitte

  • Overview of Irish and UK inheritance tax regime to include a perspective around Irish Revenue and HMRC's High Wealth Individual's unit and what the speakers are encountering in this area.
  • Business Property Relief - From both an Irish and UK perspective, as well as a focus on the key differences.
  • Case studies - six case studies to illustrate the interaction of Irish and UK estate taxes where individuals have assets across jurisdictions.

Domicile and Estate Planning for Clients with Cross Border NI/ROI Issues - Cormac Brennan, O'Connell Brennan Solicitors and Sheena Grattan, Barrister of Law, Northern Ireland

  • Outline of the legal concept of domicile with a focus on estate planning for clients with cross border NI/ROI issues, including the application of the conflict of law rules, and addressing the following matters:
    • Where is my client domiciled, and in what circumstances could their domicile status change or be in doubt?
    • What are the objective indicators of domicile?
    • What laws apply to my client's assets on their death - where should they make their Will(s)?
    • Why is domicile important for an estate planning analysis - what turns on a client's domicile?
    • What are the common pitfalls around domicile in a NI/ROI estate planning context?
    • What planning is specific to a NI/ROI case?
    • Some typical worked examples of common NI/ROI estate planning.

Closing Remarks - Joseph Carroll (Head of Professional Development, Chartered Accountants Ireland) and Tima Quealy (STEP Chair) 

Cost group
Event Cost
Euro
112.50
Pound Sterling
90.00
Note: If you are eligible for the discount, contact Catriona Coady to get the promo code
Register
Contact
Catriona Coady
+353 087 1900073
[email protected]
Add to Calendar 2021-05-13 09:30:00 2021-05-13 12:30:00 Joint STEP & Chartered accountants Ireland conference: UK & ROI estate planning. 13 May 2021 The conference will cover: Opening Address - Tima Quealy, STEP Chair  Cross Border Taxation for the Wealthy - Alan Gourley, Grant Thornton (NI) and Alison McHugh, Deloitte Overview of Irish and UK inheritance tax regime to include a perspective around Irish Revenue and HMRC's High Wealth Individual's unit and what the speakers are encountering in this area. Business Property Relief - From both an Irish and UK perspective, as well as a focus on the key differences. Case studies - six case studies to illustrate the interaction of Irish and UK estate taxes where individuals have assets across jurisdictions. Domicile and Estate Planning for Clients with Cross Border NI/ROI Issues - Cormac Brennan, O'Connell Brennan Solicitors and Sheena Grattan, Barrister of Law, Northern Ireland Outline of the legal concept of domicile with a focus on estate planning for clients with cross border NI/ROI issues, including the application of the conflict of law rules, and addressing the following matters: Where is my client domiciled, and in what circumstances could their domicile status change or be in doubt? What are the objective indicators of domicile? What laws apply to my client's assets on their death - where should they make their Will(s)? Why is domicile important for an estate planning analysis - what turns on a client's domicile? What are the common pitfalls around domicile in a NI/ROI estate planning context? What planning is specific to a NI/ROI case? Some typical worked examples of common NI/ROI estate planning. Closing Remarks - Joseph Carroll (Head of Professional Development, Chartered Accountants Ireland) and Tima Quealy (STEP Chair)  STEP Ireland STEP Northern Ireland STEP Ireland STEP Northern Ireland Europe/London public