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Conference

Private Client Conference - 3 October 2019

Host Branch
STEP Scotland
Event type
Conference
Venue
The WS Society
Address
The Signet Library
Edinburgh
Country
United Kingdom
Date
3 October 2019
Time
8:45 - 13:00
Description

The WS Society and STEP Scotland’s joint conference for private client lawyers and advisers returns on 3 October. This year’s programme has an estate planning theme, with a range expert of speakers covering legal, practical and tax planning matters to update professionals advising individuals on asset protection and inter-generational wealth transfer. This year’s visiting speaker is Oliver Marre of 5 Stone Buildings, a rising star at the English bar in tax matters.

Speakers:

  • Oliver Marre (5 Stone Buuldings)
  • Alix Storrie (Partner, Turcan Connell)
  • Mairi Mickel (Founder, Mairi Mickel's Business Families)
  • Alan Barr (Partner, Brodies)
  • David Welsh (Axiom Advocates)
  • Rory McPherson (Head of Invesment Strategy, Psigma)

Sessions:

  • Current issues in estate planning including GWROB and POAT
  • A look at the non-UK domiciled rules
  • Succession planning in practice – everything but the law!
  • The use of trusts in succession planning - current issues
  • Scottish tax round up
  • Inter generational wealth transfer - the investment manager's perspective

All rates below include lunch at the Signet Library.

CPD
3 hours (Law Society of Scotland)

CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.

Cost:
Writer to the Signet.STEP members - £150.00 + £30.00 VAT
Non Member - £200.00 + £40.00 VAT
Register Add to Calendar events/private-client-conference-3-october-2019 10/3/2019 8:45 10/3/2019 13:00 The WS Society, The Signet Library, Edinburgh STEP Scotland Private Client Conference - 3 October 2019 The WS Society and STEP Scotland’s joint conference for private client lawyers and advisers returns on 3 October. This year’s programme has an estate planning theme, with a range expert of speakers covering legal, practical and tax planning matters to update professionals advising individuals on asset protection and inter-generational wealth transfer. This year’s visiting speaker is Oliver Marre of 5 Stone Buildings, a rising star at the English bar in tax matters. Speakers: Hosted by: STEP Scotland.