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Private Client Conference

  • The Signet Library Parliament Square Edinburgh, EH1 1RF (map)

A panel of the UK’s leading private client lawyers will come north for the WS/STEP Private Client Conference. This is a unique chance to hear from top ranked practitioners on the legal and technical issues of lifetime tax planning and post death matters. This year’s programme will focus on the international and cross border issues of succession and incapacity.

Speakers include:

  • Richard Frimston, Head of Private Client, Russell-Cooke, London, and Chair STEP EU Committee
  • Julia Abrey, Partner, Withers, London and Chair STEP Mental Capacity SIG
  • Adrian Ward, Partner, TC Young
  • John McArthur WS, Partner, Gillespie Macandrew (Conference Chairman)
  • Robert Scott-Dempster WS, Partner, Gillespie Macandrew
  • Alan Barr, Partner, Brodies
  • Sandra Eden, Senior Lecturer, University of Edinburgh
  • Philip Simpson QC, Advocate, Terra Firma


  • Cross border succession, mental capacity and tax – expert panel session
  • IHT – the main residence nil rate band in practice
  • Contentious update – recent Scottish trust and succession case law
  • Scottish tax round up
  • Land Reform for private client lawyers

Delegate rates:

  • WS/STEP member: £150 + VAT
  • Non-member: £200 + VAT
  • Trainee/STEP student: £100 + VAT

All rates include lunch at the Signet Library.
CPD/TCPD: 4 hours (Law Society of Scotland)
For more information please contact Anna Bennett WS

This conference is co-produced by

This event is kindly supported by

Earlier Event: 29 September
Employment Conference
Later Event: 13 October
Planning Conference