Virtual STEP UK Tax, Trusts and Estates Conference 2020

The Virtual STEP UK Tax, Trusts and Estates Conference, taking place on 4 November 2020, is established as the essential annual update for all UK practitioners. As you would have experienced with the in-person conference, we bring you six leading industry experts covering crucial topics to bring you up to date in the current climate.

The conference will run according to the below session order and timings with the ability for live Q&A with speakers during their sessions. The various sessions will be available to watch on demand after the event for 30 days. The system also offers the ability for 1-2-1 chat between delegates and exhibitors, and attendees will be able to access the platform 1 week prior the event in order to download supporting materials from the speakers ahead of their sessions. 

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 6 hours of CPD.


Delegate Fees

  • STEP Member - £132*
  • Non-Member - £192*

Group discount – buy 4 places get the 5th place free

*In order to be eligible for the group discount, all registrations must be made at the same point under one transaction. Before you confirm the booking there is the opportunity to add additional delegates. Once all 5 delegates have been added to the booking the discount will be applied at the finish and confirmation stage before payment. 

*Prices include VAT that is charged at 20% to all delegates

Register Now

Web Events Terms and Conditions
STEP reserves the right to modify program content and or speaker line up as required.


Delegates will hear from the professionals’ leading minds during this event.

Download full speakers bio (PDF)

  • John Barnett TEP, Burges Salmon LLP - Read Interview
  • Professor Lesley King TEP, University of Law
  • Lucy Obrey TEP, Higgs & Sons
  • Stephen Lawson TEP, Forshaws Davies Ridgway - Read Interview
  • Julian Smith, Farrer & Co
  • Samantha Morgan TEP, RMW Law LLP
09.00 - Tax Update
  • Update on IHT
  • Possible CGT changes
  • Possible Wealth Tax discussions
  • Case law update

John Barnett TEP, Burges Salmon LLP

9.40 - Comfort break

Comfort break

10.00 - Valuation Issues including Loss on Sale Relief

The IHT Toolkit (available on the website) describes valuations as ‘the biggest single area of risk, accounting for a large part of our compliance checks’. This session will look at best practice and how PRs can avoid problems. It will include:

  • Principles of valuation
  • Use of estimates
  • Co-ownership discounts
  • Relationship between IHT and CGT valuations
  • Changes in value after death

Professor Lesley King TEP, University of Law

10.40 - Comfort break 

Comfort break

11.00 - Will and Estate Issues 2020

Will drafting

  • Taking instructions remotely
  • Presenting draft documentation for review
  • Execution of wills to include the new video witnessing rules
  • Storage and record issues

Estate administration

  • Registration of death
  • Taking instructions remotely
  • Access issues to property and chattels for valuation purposes
  • Probate Registry online processes to include a review of legal statements
  • HMRC – what can be filed online? Anything?
  • Asset collection processes and problems
  • Distribution to beneficiaries to include reviewing banking processes

Lucy Obrey TEP, Higgs & Sons

Kindly sponsored by Fraser and Fraser

11.40 - Lunch followed by Fraser and Fraser Technical Webinar

Delays in estate administration – tips to avoid the common pitfalls

A survey by Direct Line Group suggested that the administration of an estate can be delayed by more than nine months as a result of beneficiaries going missing. Missing beneficiary cases can cause some delay – but what else can hold things up?

In this session, Fraser and Fraser will put forward practical straightforward solutions for some of the problems probate practitioners have to deal with from time to time. Topics covered will include:

Missing beneficiaries, whether on probate or intestate administrations. Identity, whereabouts, and capacity for beneficiaries to be distributed to. For example, are they bankrupt? Indemnities.


To find out the latest advice from probate experts, join Fraser and Fraser for this 20-minute webinar.

  • Correctly valuing and disposing of complicated assets, including overseas assets.
  • Medallion signature guarantees.
  • Bankruptcy searches.
  • Distribution schedules.
13.00 - Client Assessment by Video Conference – Capacity and Undue Influence
  • This session considers risks, threats and opportunities for practitioners in “the new normal” when instructions from clients often come remotely. Stephen will offer practical tips and guidance

Stephen Lawson TEP, Forshaws Davies Ridgway

13.40 - Comfort break

Comfort break 

14.00 - The Duty of Charity Trustees and the Supervisory Role of the Charity Commission
  • The duties of charity trustees
  • Other fiduciaries in charity governance with particular reference to Lehtimaki and others v Cooper [2020] UKSC 33
  • The Charity Commission’s functions and regulatory powers
  • Commission regulation in practice, common issues for trustees

Julian Smith, Farrer & Co

14.40 - Comfort break

Comfort break 

15.00 - DAC 6 and its Application to Trusts
  • Consideration of the practical application of DAC 6 in the context of trusts, focusing particularly on Hallmark D

Samantha Morgan TEP, RMW Law LLP

15.40 - Close

Thank you to our sponsors








Booking queries

For all booking queries, please contact the Conference team*:

Tel: +44 (0)20 3752 3700
Email: [email protected]

*Please note we do not accept bookings via telephone.

Sponsorship opportunities

To receive information regarding sponsorship opportunities, please contact Josh Lomas:

Tel: +44 (0)20 3771 7200
Email: [email protected]

Download Media Pack