STEP South Africa Conference 2020

Challenges facing multi-jurisdictional beneficiaries of trusts and estates

The next South Africa Conference will be hosted in picturesque Cape Town, literally on the slopes of Table Mountain. The conference agenda was developed to cover the issues facing trustees and advisors in dealing with beneficiaries and clients across the globe, covering potential tax consequences of distributions, family decision-making, handling behavioural biases and appropriately dealing with investment goals and risks. The conference aims to strike a balance between gaining insight into the latest developments and thinking from various international experts and expanding your professional network at the social gatherings planned around the conference (and around the mountain), from Cellars-Hohenort to the Belmond Mount Nelson. We look forward to seeing you there!


Delegate fees

  • STEP Member (International) - ZAR 17,000.00
  • STEP Member (Local) - ZAR 9,000.00
  • Non-Member (International) - ZAR 19,000.00
  • Non Member (Local) - ZAR 10,500.00
*Local rates available to residents of Africa, Mauritius and the Seychelles

Delegate social fees

  • Welcome reception - Included in delegate conference fee
  • Drinks reception and BBQ dinner - Included in delegate conference fee

Guest social fees

  • Welcome reception - ZAR 800
  • Drinks reception and BBQ dinner - ZAR 1,000

Register now

*Please note international bank transfer and credit card charges may be applicable where payments are made from accounts, outside the UK, subject to individual bank rates.
Cancellation and amendment policy


Download full speakers bio (PDF)

  • Assad Abdullatiff TEP, Axis Fiduciary Ltd, Mauritius
  • Simon Campbell-Young,, South Africa
  • Claire Cooke TEP, Cone Marshall Ltd, New Zealand
  • Catherine de Maid TEP, Burges Salmon LLP, UK
  • James Hoare, MPI, UK
  • Chris Holdsworth, Investec Wealth and Investment, South Africa
  • Dale Irvine TEP, Sentinel International (Cape Town), South Africa
  • Harry Joffe TEP, Discovery Life, South Africa
  • Ruma Kissoondharry TEP, Curatus Trust Company, Mauritius
  • Rob Macdonald, Fundhouse, South Africa
  • Vivienne McDonald TEP, Chair of STEP Cape Town
  • Simon Morgan TEP, Chair of STEP Worldwide
  • Paolo Panico TEP, Paolo Panico's Law Chambers, Luxembourg
  • Catharina Prym, PwC, Germany
  • Peter Rosenberg TEP, Stonehage Fleming US LLC, USA
  • Anthea Stephens TEP, Maitland Group Ltd, South Africa
  • Dr Judith Taic TEP, Dr. Judith Taic Tax Law Office, Israel
  • Deborah Tickle TEP, University of Cape Town, South Africa
  • Hugo van Zyl TEP, TAXFORUM, South Africa
  • Johan van Zyl, Stonehage Fleming Financial Services (Pty) Ltd, South Africa
  • Mark Walley, CEO of STEP Worldwide
  • Rupert Worsdale TEP, Maitland Group Ltd, South Africa

Download full conference brochure (PDF)

Topics will include:

  • Mega trends of the future
  • Trust distributions
  • Intergenerational wealth transfer – Insights from multi-generational, multi-jurisdictional families and their advisers
  • Exchange control – what this means for multijurisdictional beneficiaries
  • The global trend to more wealth taxes
  • The future is female?
  • Investment management and monitoring for beneficiaries in multiple jurisdictions
  • Family governance – Establishing a robust foundation for long term wealth preservation
  • Trust case updates
  • Mauritius - Substance requirements
  • Trusts and transparency: The new world order


This event will count towards an attendee’s CPD requirement to their professional association. For those needing to measure CPD in hours, this event would qualify as 12.5 hours of CPD.


The Belmond Mount Nelson Hotel

76 Orange Street
Cape Town 8001

Preferential Rates

A limited number of rooms are available at the Belmond Mount Nelson Hotel at the following preferential rates from 16-24 April 2021:

  • Single occupancy : ZAR 4350.00
  • Double occupancy: ZAR 4770.00
Please note that these rates are based on a minimum of a two nights stay per room booked.
Rates are quoted in the currency of South African Rand (ZAR) and are inclusive of South African Value Added Tax (currently at 15%), a Full English Breakfast and a 1% Tourism Levy on accommodation.

The cut-off date for the preferential rates is Saturday 6 March 2021. After this date, the best available rate will be quoted.

How to book accommodation

Details on how to book your accommodation will be available shortly.

Social Activities

Monday 19 April - Welcome reception

The Cellars-Hohenort Hotel
Kindly supported by Maitland
Located in Constantia, also known as “Cape Town’s Vineyard”, this five star hotel boasts breath-taking views of Table Mountain as well as the property’s award-winning gardens. Get to know your fellow delegates and network over a selection of local wines and canapés at the hotel’s Conservatory.

Tuesday 20 April - Drinks reception and BBQ dinner

The Lawns, Belmond Mount Nelson Hotel
Set in the heart of vibrant Cape Town, Belmond Mount Nelson Hotel enjoys a superb location at the foot of Table Mountain. Join us for drinks and a BBQ dinner on the beautiful lawns of this hotel.

Please note that places for the social functions are limited and will be available on a first come, first served basis.



South Africa 2021 Sponsors NedBank 200

Nedbank Private Wealth International is a boutique private bank offering wealth planning, investment, trust and banking services to high-net-worth individuals, families and trustees.Our private banking offices are situated in London, Jersey and the Isle of Man, with a Dubai representative office. Our international trust business is located in Jersey and Guernsey.





South Africa 2021 Sponsors Finance 200

Finance Isle of Man is an Agency within the Isle of Man Government representing the Isle of Man’s significant financial services industry - ensuring its recognition as an international finance centre of excellence. The Finance Isle of Man team understand the importance of meeting wealth management needs through our financial services sector who can provide bespoke services in preserving wealth for future generations.


South Africa 2021 Sponsors Maitland 200


South Africa 2021 Sponsors Acumum 200


South Africa 2021 Sponsors Fairwinds 200


Booking enquiries

For all booking enquiries, please contact the Conference team:
Tel: +44 (0)20 3752 3700

Sponsorship opportunities

To receive information regarding sponsorship opportunities, please contact Tom Fountain:
Tel: +44 (0)20 3771 7200

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