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Location: Convene 133 Houndsditch,133 Houndsditch, London EC3A 7BX

When: 21st October 2024

Timings: All day event, registration is at 9am and the chairs closing remarks are at 4:30pm. 

 

About

The Private Client event of the season – the STEP UK Tax, Trusts and Estates Conference – returns to three venues across the UK this autumn.  Join us for this always popular, in-person event in Bristol, London or Leeds and hear from the leading experts including Emma Chamberlain, John Barnett, Julia Abrey and others.

This year’s conference will feature sessions on issues for trusts and personal representatives; family investment companies, electronic wills, testamentary capacity and relationship difficulties for the next generation.

 

Agenda

  • Trust and IHT issues for the private client practitioner
  • Capacity and the vulnerable
  • Electronic/digital wills
  • Personal representatives: CGT, income tax and related questions
  • Advice to parents on relationship difficulties for the next generation
  • Family investment companies
  • Networking and refreshments
  • Advice to parents on relationship difficulties for the next generation
  • A Brave New World or The Elysian Fields; a look at the potential of the forthcoming Wills Act 2025

 

Register here: STEP Conference – London