Bristol Marriott Royal Hotel
Bristol Marriott Royal Hotel, College Green, Bristol BS1 5TA, UK

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Event Date Wed Oct 16 BST (about 2 years ago)
In your timezone (EDT): Wed Oct 16 4:00am - Wed Oct 16 11:45am
Location Bristol Marriott Royal Hotel
College Green, Bristol BS1 5TA, UK
Region EMEA

This year, the UK STEP Tax, Trusts and Estates Conference will cover a general survey of taxation, probate, administration and the work of the Court of Protection. The 1975 Act continues to generate a massive body of case law and issues of mental capacity regularly pose difficulties for advisers. Both topics will be considered and to round off the day there will be a consideration of the pitfalls that can arise during the course of administering trusts and estates. All in all, a tasty menu for the autumn.

Topics include:
• Tax update
• Capacity issues for private client practitioners
• Aspects of probate and administration
• Recent decisions on the 1975 Act
• Vulnerable beneficiaries
• Tips and traps in estate and trust administration


2019 Speakers

Simon Douglas
5 Stone Buildings

Professor Lesley King TEP
College of Law

Stephen Lawson TEP

Holly Mieville-Hawkins TEP
Enable Law

Lucy Obrey TEP
Higgs & Sons

Patricia Wass TEP
Enable Law

Chris Whitehouse TEP
5 Stone Buildings

Sponsors & Partners

2019 Sponsors and Exhibitors

• Rathbone Brothers PLC
• Tilney

• Cater Allen Private Bank
• Cazenove Capital
• Fraser Fraser
• Octopus Investments
• Praxis IFM
• Remember A Charity In Your Will
• Smith & Williamson
• TheWealthWorks