STEP South Africa Virtual Conference

Challenges facing multi-jurisdictional beneficiaries of trusts and estates

This 1.5 day virtual conference will cover the issues facing trustees and advisors in dealing with beneficiaries and clients across the globe, including the potential tax consequences of distributions, family decision-making, handling behavioural biases and appropriately dealing with investment goals and risks.

Hosted on the Brella virtual event platform, this conference will offer you an engaging and interactive event experience with the ability to network with your fellow delegates using AI-powered matchmaking based on your business interests, book 1-2-1 video meetings during the scheduled breaks and much more. 

Secure your place and gain insight into the latest developments, trends and opportunities from a panel of international and local expert speakers. We look forward to seeing you there!


Topics will include:

  • Mega trends of the future
  • Trust distributions - the latest views from Europe, Israel, New Zealand, South Africa, UAE, UK and the USA
  • How has Covid-19 changed the way families think about wealth?
  • Exchange control – what this means for multijurisdictional beneficiaries
  • The global trend to more wealth taxes
  • Family decisions: what can we learn from insights into investor behaviour?
  • Investing 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

Download full agenda


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 8 hours of CPD.


FISA has accredited the STEP South Africa Conference for 7½ FISA CPD points (450 minutes). 

SAIT (South African Institute of Tax Professionals) – 8 hours CPD.


  • Assad Abdullatiff TEP, Axis Fiduciary Ltd, Mauritius
  • Andrea Benkenstein, PwC, South Africa
  • Claire Cooke TEP, Cone Marshall Ltd, New Zealand
  • Catherine de Maid TEP, Burges Salmon LLP, UK
  • Harry Joffe TEP, Discovery Life, South Africa
  • Ruma Kissoondharry TEP, Curatus Trust Company, Mauritius
  • Rob Macdonald, Fundhouse, South Africa
  • Keith McDonald, Wealth Planners, South Africa
  • Vivienne McDonald TEP, Chair of STEP Cape Town
  • James Painter, MP Analytics, UK
  • Paolo Panico TEP, Paolo Panico's Law Chambers, Luxembourg
  • Michael Power, Ninety One, South Africa
  • Catharina Prym, PwC, Germany
  • Peter Rosenberg TEP, Stonehage Fleming US LLC, USA
  • 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 speakers bio

Book your place for an engaging and interactive virtual event experience

Brella STEP Screen

Hosted on the Brella virtual event platform, attendees can expect:

  • 1.5 days of digital content including Q&A, chats and audience polling
  • Profile set-up - prior to the event add your bio and photo and AI-powered matchmaking will offer you high quality recommendations of who to meet based on your business interests
  • Browse the attendee directory and set up 1-2-1 video meetings with fellow delegates in the networking breaks
  • Discuss the latest industry issues and opportunities in the breakout rooms
  • Session catch up – watch on-demand at a later date for up to 30 days


Delegate fees

  • STEP Member (Local Branch inc. those that reside in Africa) - ZAR 3,100.00
  • Non Member (Local Branch inc. those that reside in Africa) - ZAR 4,100.00
  • STEP Member (International) - ZAR 5,100.00
  • STEP Non Member (International) - ZAR 6,150.00

Register now

*Please note payments for STEP virtual event are payable by credit card only. Please note that credit card charges may be applicable where payments are made from accounts, outside the UK, subject to individual bank rates. VAT of 20% is applicable to each booking. 

Cancellation and amendment policy

Booking enquiries

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

Sponsorship opportunities

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

Download Media Pack


Premium Sponsors 

Finance Isle of Man

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.

 Jersey Finance

Jersey has more than 60 years' expertise in delivering private wealth management from trusts and estates for future succession planning, to popular foundation structures. Combined with one of the largest branches of STEP practitioners globally, Jersey’s political and economic stability, forward-thinking and robust regulatory framework, sets Jersey apart from other international finance centres.


Maitland is a global advisory, administration and family office firm providing seamless legal, fiduciary, investment and fund administration services to private, corporate and institutional clients across multiple jurisdictions. Founded in Luxembourg in 1976, the firm is privately owned and fully independent with 17 offices in 12 jurisdictions, over 1,100 employees and over $220 billion in assets under administration.
Maitland is licensed as required for the services it offers. For further information on the licence permissions applicable to your jurisdiction please visit our website at