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Where Taxpayers and Advisers Meet
STEP UK Tax Trusts and Estates Conference 2018
04/07/2018, by Society of Trust and Estate Practitioners, Tax Articles - Inheritance Tax, IHT, Trusts & Estates, Capital Taxes
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Ensure you’re up to date with the essential guidance for practitioners on tax, trusts and estates.

2018 Conference

Early booking is recommended as venues for this series often sell out quickly.

We are pleased to announce that the UK Tax, Trusts & Estates Conference 2018 is taking place this autumn at four venues across the UK throughout September and October. Packed with quality content, it will provide you with everything you need to know about the current and future developments in tax, trusts and estates. Mark the date in your diaries now for what promises to be another must-attend event in the STEP calendar!

The Conference will kick off on 4th September in Manchester.  It will then continue in London (21 September), York (2 October) and Bristol (16 October) throughout September and October.

Why Attend?

The programme includes the latest news from the Court of Protection; how trustees are affected by the General Data Protection Regulation (GDPR) and Trust Registration; passing on and splitting up the family company and the increasing problem of the client with an international dimension. All this combined with the annual tax update (who knows the Office of Tax Simplification (OTS) might have come with a radical simplification of inheritance tax (IHT)!) and the dos and don’ts when advising on the making of lifetime gifts make for a conference not to be missed!

There will also be an excellent panel of speakers including Lucy Obrey, TEP, Higgs & Sons who will be discussing how the trust register operates and the impact of the new data protection regime for personal representatives and trustees. Julia Abrey, TEP, Withers LLP will be reflecting on the Court of Protection and considering current issues of Lasting Power of Attorneys.

You will learn about the latest practice developments relating to:

  • Tax updates
  • Lifetime giving: tips and traps
  • Trust and estate regulation and administration
  • Elder law and Court of Protection (COP): what’s new?
  • The international dimension
  • Succession strategies for owner managers and dealing with shareholder disputes

Previous delegates have said:

'Excellent Conference full of relevant topics and speakers scheduled in perfect time slots.’

'The one course I attend without fail every year.'

'An excellent up round of current developments in private client practice'

Save the date in your diary now:

4 September, Manchester

21 September, London

2 October, York

16 October, Bristol

Register online at https://www.step.org/TaxArticle18 or email conferences@step.org

About The Author

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. We work to improve public understanding of the issues families face in this area and promote education and high professional standards among our members.

STEP members help families plan for their futures, from drafting a will to advising on issues concerning international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

(E) step@step.org
(T) +44 (0)20 3752 3700
(W) https://www.step.org

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