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Private Client Conference

  • The WS Society The Signet Library Edinburgh United Kingdom (map)

The WS Society and STEP Scotland’s joint conference for private client lawyers and advisers returns on 3 October. This year’s programme has an estate planning theme, with a range expert of speakers covering legal, practical and tax planning matters to update professionals advising individuals on asset protection and inter-generational wealth transfer. This year’s visiting speaker is Oliver Marre of 5 Stone Buildings, a rising star at the English bar in tax matters.


  • Oliver Marre (5 Stone Buildings)

  • Alix Storrie (Partner, Turcan Connell)

  • Mairi Mickel (Founder, Mairi Mickel’s Business Families)

  • Alan Barr (Partner, Brodies)

  • David Welsh (Axiom Advocates)

  • Rory McPherson (Head of Investment Strategy, Psigma)


  • Current issues in estate planning including GWROB and POAT

  • A look at the non-UK domiciled rules

  • Succession planning in practice – everything but the law!

  • The use of trusts in succession planning - current issues

  • Scottish tax round up

  • Inter generational wealth transfer - the investment manager's perspective

All rates below include lunch at the Signet Library.

CPD: 3 hours (Law Society of Scotland)

For more information, please contact Anna Bennett WS.

This event is kindly supported by:

Earlier Event: 26 September
Residential Property Panel
Later Event: 9 October
Planning Law Panel