£96 – £240

Private Client Conference

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Signet Library

Parliament Square

Edinburgh

EH1 1RF

United Kingdom

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THE WS SOCIETY PRESENTS

PRIVATE CLIENT CONFERENCE


The popular WS and STEP Private Client Conference returns on 5 October. The conference is designed to inform Scottish practitioners on legal and technical developments, in lifetime tax planning and post-death matters. The varied programme mirrors the varied day-to-day practice of the modern private client adviser.




Speakers include:

The Rt Hon Lord Drummond Young
John McArthur WS (Gillespie Macandrew)
Ken McCracken (KPMG)
Rhona Adams (Morton Fraser)
Alan Barr (Brodies)
Douglas Sinclair (Shepherd + Wedderburn)
Roddy MacLeod (Terra Firma)




Sessions:

– Professionalism and standards in private client practice
– Current issues for families in business
– Risk management for private client practitioners
– Gifts, conversion and family law considerations for private client advisers
– IHT and Will drafting, including the RNRB
– Case law update – recent trust and executry decisions




Delegate rates:

– WS/STEP Member: £150 + VAT
– Non-member: £200 + VAT
– Trainee/student: £80 + VAT




All rates include lunch at the Signet Library.
CPD: 3 hours (Law Society of Scotland)
For more information please contact Anna Bennett WS




This conference is co-produced by:

STEP

Supported by:
Finders International
Wesleyan for Lawyers


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Date and Time

Location

Signet Library

Parliament Square

Edinburgh

EH1 1RF

United Kingdom

View Map

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