Traps for trustees. 12 October 2021

Host group
Host Left
Hosted by
STEP Web Events
Event Type
Web Event
Date

*** This event is fully booked ***

 

Description

Charles Gothard and Elizabeth Doherty, partners at Macfarlanes LLP, will draw on their considerable experience in contentious UK and international trust and probate work to highlight some of the major traps that the unwary trustee can fall into when dealing with complex trust and estate planning issues. This wide-ranging talk will focus on some practical steps that can be taken during tax and estate planning to avoid problems down the line and how to mitigate the risk of litigation when administering trust and tax structures for international and UK clients and families. 

James Painter will follow with a short talk on the expectations of the regulator when trustees are looking to delegate investment management of trust assets and provide short demonstration of some of the tools and research available to STEP members through MPI’s free STEP member service.

This webinar is due to be recorded and the recording will be sent only to those who have registered. 

Facilitator 

  • James Hoare, MPI Analytics, United Kingdom

Speakers

  • Jonathan Arr, Macfarlanes LLP, United Kingdom
  • Elizabeth Doherty, Macfarlanes LLP, United Kingdom
  • Charles Gothard, Macfarlanes LLP, United Kingdom 
  • James Painter, MP Analytics Ltd, United Kingdom

View the speaker biographies here.

Web Events - Terms and Conditions

 

Cost group
Event Cost
Free to attend
Schedule
16:00-17:00 (GMT+1)
Contact
Add to Calendar 2021-10-12 16:00:00 2021-10-12 16:00:00 Traps for trustees. 12 October 2021 *** This event is fully booked ***   Description Charles Gothard and Elizabeth Doherty, partners at Macfarlanes LLP, will draw on their considerable experience in contentious UK and international trust and probate work to highlight some of the major traps that the unwary trustee can fall into when dealing with complex trust and estate planning issues. This wide-ranging talk will focus on some practical steps that can be taken during tax and estate planning to avoid problems down the line and how to mitigate the risk of litigation when administering trust and tax structures for international and UK clients and families.  James Painter will follow with a short talk on the expectations of the regulator when trustees are looking to delegate investment management of trust assets and provide short demonstration of some of the tools and research available to STEP members through MPI’s free STEP member service. This webinar is due to be recorded and the recording will be sent only to those who have registered.  Facilitator  James Hoare, MPI Analytics, United Kingdom Speakers Jonathan Arr, Macfarlanes LLP, United Kingdom Elizabeth Doherty, Macfarlanes LLP, United Kingdom Charles Gothard, Macfarlanes LLP, United Kingdom  James Painter, MP Analytics Ltd, United Kingdom View the speaker biographies here. Web Events - Terms and Conditions   STEP Web Events STEP Web Events Europe/London public