STEP Mauritius Conference

In the evolving landscape of global wealth management, Mauritius stands at the crossroads of innovation and tradition. As the complexities of international taxation, compliance, and succession planning grow, so too does the need for nuanced strategies that cater to both local and global needs. This year, the STEP Mauritius Conference brings together thought leaders and experts to explore the cutting-edge developments in trusts, estates, and private client structures.

Our sessions will delve into critical topics such as integrating family enterprises into succession planning, the emerging role of AI in trust and estate practices, and the intricate legal landscape of non-resident trusts and foundations. We will also examine the unique opportunities and challenges presented by the hybrid legal system in Mauritius and the growing importance of ESG criteria in trustee responsibilities.

This conference offers a unique platform to gain insights from industry leaders, discuss the latest regulatory updates, and explore practical solutions to the pressing issues faced by practitioners today. Whether you are a local professional or an international expert, this event is an unparalleled opportunity to enhance your knowledge, expand your network, and stay ahead in the field of trust and estate planning.

We warmly invite you to join us at this premier wealth planning and networking event in Mauritius.

Agenda
  • Trust law evolution: Lessons from recent cases and regulatory developments
  • The trustee’s responsibilities – a balancing act; juggling between interest of the beneficiaries and intention of settlors
  • Leveraging insurance wrappers for effective estate planning
  • Navigating estate planning in Mauritius: The hybrid legal system’s impact
  • Global tax transparency: Navigating information exchange and compliance
  • Navigating new compliance rules for high-net-worth individuals (HNWIs) in the UK
  • Navigating the complexities of PEPs in Africa: on-boarding and managing structures
  • Panel discussion: Taxation of Mauritian non-resident trusts and foundations
  • Comprehensive succession planning: Integrating family enterprises and business succession strategies
  • Family offices: How to effectively advise families on estate planning
  • Enhancing client influence and control in private structures: A comparative approach
  • ESG and trustees: Navigating new compliance landscapes
  • The digital frontier: Transforming trust and estate practices with AI
  • Modern estate planning in Mauritius: Leveraging VCCs, LPs and CLGs for optimal wealth management
  • Transitioning trustee responsibilities: Ensuring seamless succession
  • Panel discussion: Wealth tax – global proposals and practical realities
Speakers
  • Assad Abdullatiff TEP, STEP Worldwide Board Member, Managing Director Axis Fiduciary Ltd
  • Shahannah Abdoolakhan, CEO Abler Group
  • Shameem Abdoolakhan TEP, Technical Director, Axis Fiduciary Ltd.
  • Karl Bekusch TEP, Executive Director, Ocorian, Jersey
  • Ahmed Bhurtun, Barrister, Bhurtun Chambers
  • Hilesh Chavda, Partner – Private Client, Spencer West
  • Jonathan Colclough TEP, Partner, BDB Pitmans
  • Richard Grasby TEP, Partner, Private Client & Trust/Regulatory Appleby (Hong Kong) 
  • Kelly Greig TEP, Chairperson STEP Worldwide, Partner and Head of Estate Planning and Tax Team, Steele Raymond LLP
  • Rehma Imrith TEP, Managing Director - Mauritius Cluster, IQEQ Mauritius, Board Member STEP Mauritius
  • Samade Jhummun, Mauritius Finance
  • Harry Joffe TEP, Head of Legal, Discovery Life and Discovery Life International
  • Gregory Hart de Keating, Etude Hart de Keating/Caboche-Adam
  • Arun Kutowaroo, Barrister, Kutowaroo Chambers, Board Member STEP Mauritius
  • Akshar Maherally, Managing Director, WTS
  • Rizwana Ameer Meea TEP, CEO & Director, Accuvise Administrators Limited, Board Member STEP Mauritius
  • Mr. M. F. Oozeerally, Director, MRA
Fees
  • STEP Member USD 600
  • Non-member USD 700
  • Student USD 400
Accommodation

Delegates have access to a preferential rate at the Hilton Mauritius Resort & Spa:

Single room: MUR 12,300 per night

Double room: MUR 13,400 per night

Please email [email protected] to secure your booking.

Sponsors
Logos of mauritius conference 24 sponsors

If you are interested in sponsoring this event please view the media pack.

Conference enquiries