STEP Italy Conference

Join us for a 1.5-day conference that will provide you with an essential platform to learn and compare experiences around the latest developments in legacy planning. Hear practical examples, potential solutions, and new perspectives from leading industry experts.

Taking place in the Serra del Palazzo delle Esposizioni in the historic centre of Rome, this unique setting is the ideal location to learn and network with peers from across Europe.

Conference language:

  • On 17 May the conference will be presented in English.
  • On 18 May the conference will be presented in Italian.

Simultaneous translation will be provided.

Agenda

Keynote speeches:

The recent Italian legislation affecting private wealth
Maurizio Leo, Deputy Minister of Economy and Finance

Taxation of trusts in Italy
Ernesto Maria Ruffini, Director General of the Italian Revenue Agency

Other topics:

  • Trusts governing laws and international successions
  • The main European destinations for high-net-worth individuals
  • Overview of the recent Italian legislation affecting private wealth
  • The impact of the CGEU judgment on the implementation of the UBO register
  • New challenges for the Italian trustees
  • Trends in family governance: succession planning and gender issues
  • Digital revolution: a new perspective for wealth management and digital legacy
  • Taxation of trusts in Italy
View Agenda
Speakers include
  • Marco Cerrato TEP, Chair of STEP Italy, Maisto e Associati
  • Michele Carbone, Generale di Corpo d'Armata della Guardia di Finanza
  • Maurizio Cohen TEP, Interlaw Monaco S.A.M.
  • Nuno Cunha Barnabé TEP, Abreu Advogados
  • Stephanie Jarrett TEP, Chair of STEP Geneva
  • Francesco Modafferi, Italian Data Protection Authority
  • Filippo Noseda TEP, Mishcon de Reya
  • Paolo Panico TEP, Private Trustees SA Luxembourg
  • Tony Pitcher TEP, Chair of STEP Worldwide - Altum Group
  • Fiona Poole TEP, Maurice Turnor Gardner
  • Katrina Robinson TEP, Teton Trust Company - Cone Marshall Group (USA)
  • Elspeth Talbot Rice KC TEP, XXIV Old Buildings
  • David Wallace Wilson TEP, Schellenberg Wittmer
View Speakers
Booking

Early bird - until 15 March

  • Members (local): EUR 300 + VAT
  • Members (international): EUR 380 + VAT
  • Non-members: EUR 430 + VAT
  • Young participants (30 years old or younger at the date of 17 May 2023): EUR 230 + VAT

Standard rate

  • Members (local): EUR 350 + VAT
  • Members (international): EUR 430 + VAT
  • Non-members: EURO 480 + VAT
  • Young participants (30 years old or younger at the date of 17 May 2023): EUR 280 + VAT

The Italian standard VAT rate is 22 per cent

Register now
Thank you to our sponsors
Italy sponsors 2023
Booking enquiries

For any booking enquiries please contact Cindy Paganoni at [email protected]