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: