Venue
The Principal York
The Principal York, Station Rd, York YO24 1AA, UK

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Event Date Thu Oct 3 BST (about 5 years ago)
In your timezone (EST): Thu Oct 3 4:00am - Thu Oct 3 11:45am
Location The Principal York
Station Rd, York YO24 1AA, UK
Region EMEA
Details

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 at a glance:
This year there is an excellent panel of speakers, with leading experts discussing various topics including:
• 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

Speakers

2019 Speakers

Simon Douglas
5 Stone Buildings

Professor Lesley King TEP
University of Law

Stephen Lawson TEP
FDR Law

Holly Mieville-Hawkins TEP
Enable Law

Lucy Obrey TEP
Higgs and Sons

Patricia Wass TEP
Enable Law

Chris Whitehouse TEP
5 Stone Buildings

Sponsors & Partners

2019 Sponsors and Exhibitors

HEADLINE SPONSORS:
• Rathbone Brothers PLC
• Tilney

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