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!

Agenda

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

CPD

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.

Speakers

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

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

Booking

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

*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

Sponsors

Premium Sponsors

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 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 maitlandgroup.com.