Private Client Conference

The Society of Writers to Her Majesty’s Signet (known as the WS Society) (Scottish charity SC050987) is the incorporated body of Scottish lawyers known as Writers to the Signet or “WS” with over 500 years of heritage. We are one of the oldest incorporated bodies in Scotland for public benefit.

The WS Society

The WS Society and STEP Scotland’s annual joint conference returns to the Signet Library after two years online.

This year’s programme covers a comprehensive range of legal, tax and asset protection issues for the modern private client practitioner. Speakers will focus on practical advice for clients against the backdrop of a rapidly changing demographic, uncertain market conditions and the cost-of-living crisis. Leading UK barrister Oliver Marre (5 Stone Buildings) will give his keynote session on the subject on developments in capital taxes and related case law. The conference will be chaired by Sandy Lamb WS (Lindsays). The conference is sponsored by Adam &amp; Company Wealth Management and Finders International.Speakers include:<ul><li>­Oliver Marre (5 Stone Buildings)</li><li>Sandy Lamb WS (Lindsays) (Conference chairman)</li><li>Alan Barr (Brodies)</li><li>Philippa Cunniff (Gilson Gray)</li><li>Simon Kay (Adam &amp; Company Wealth Management)</li><li>Louise Levene (Finders International)</li></ul>Full speakers’ roster to be announced.Sessions include:<ul><li>­Developments in capital taxes and recent UK decisions</li><li>Scottish tax round up</li><li>A family lawyer’s tips for private client advisers</li><li>Case law review – trust and executry spotlight</li><li>Estate administration: recovery of foreign assets</li><li>Weathering the storm: investing in the face of adversity</li></ul>All rates include lunch and refreshments at the Signet Library.CPD: 3 hours (Law Society of Scotland)T﻿his event is kindly supported by <a href="https://scotland.step.org/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">STEP Scotland</a>, <a href="https://www.findersinternational.co.uk/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Finders International</a>, and <a href="https://www.adamandcompany.co.uk/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Adam &amp; Company Investment Management Ltd</a>

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Private Client Conference

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Private Client Conference

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