Private Client Conference

Event Information

Share this event

Date and Time

Location

Location

Signet Library

Parliament Square

Edinburgh

EH1 1RF

United Kingdom

View Map

Event description

Description

THE WS SOCIETY PRESENTS

Private Client Conference

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 intergenerational wealth transfer. This year’s visiting speaker is Oliver Marre of 5 Stone Buildings, a rising star at the English bar in tax matters.


Speakers:

  • 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)


Sessions:

  • 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
  • Intergenerational wealth transfer - the investment manager's perspective


All rates 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 Psigma Investment Management, Hampden & Co Bankers, CLSRS and Finders International.


Date and Time

Location

Signet Library

Parliament Square

Edinburgh

EH1 1RF

United Kingdom

View Map

Save This Event

Event Saved