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Private Client Confederation Conference- Dublin 11th & 12th October 2018

PRIVATE CLIENT CONFEDERATION are hosting a conference on Thursday 11th and Friday 12th October 2018 in Conrad Hotel, Dublin.

The following is a brief summary of the event, as provided by Private Client Confederation: 

 

“The Private Client Confederation aims to deliver a new, fresh look at the private client world.

 

 Join us for a uniquely interactive conference aimed at uniting the most senior international private client lawyers with the rising industry stars to discuss the key issues affecting the Private Client Industry, today and in the future.

 

Whilst maintaining a mix of senior speakers and delegates, the rising stars of the industry are being given a platform to speak and an opportunity to network in the plentiful social activities on offer.

 

KEY SESSIONS ON THE AGENDA

  • Setting the scene – the future of the UK private client market
  • What does Brexit really mean and what are the opportunities for Ireland?
  • What are the issues to take into account when establishing a Family Office?
  • Does your client have capacity?
  • What private client lawyers need to know about artwork
  • Dealing with Trustee Deadlock
  • Time to move: comparing the tax benefits of different jurisdictions
  • A post-remittance regime under a Corbyn government – what would be the impacts?
  • Debate “Public Trustee v Cooper applications are a licence for trustees and lawyers to rip off beneficiaries”

 

We are pleased to be able to offer a 10% discount to all STEP members. To claim the discount, please quote VIP code FKW53722STEP when registering.” 

 

For more information and to register, please visit the event website: https://goo.gl/1Sp65i

STEP Annual Conference 2018 (11 May 2018)

The annual STEP Conference will take place on Friday 11th May 2018 at the Hilton Hotel, Charlemont Place, Dublin 2. Booking details available here.

Lunchtime Seminar on 19 April, 2018 – Finola O’Hanlon of O’Hanlon Tax Limited on Succession Planning for Businesses

STEP Ireland are delighted to have Finola O’Hanlon of O’Hanlon Tax Limited present a paper on Succession Planning for Businesses. Finola will provide an overview of effective retirement/estate planning for businesses covering Wills, provisions in shareholder and partnership agreements, planning the exit using reliefs, insuring if relevant, and dealing with unexpected deaths.

The seminar will take place on Thursday 19 April, 2018, from 12.30-2pm at the Merrion Hotel, Dublin. An informal lunch will be served from 12.30-1pm, with the seminar commencing at 1pm followed by a Q&A session.

This event is kindly sponsored by Erisbeg and is free to all our members. Please ensure to register your attendance with Eventbrite.

Non-members are welcome to attend and should send a cheque made payable to STEP Ireland for €50 to Siobhán O’Moore, Mazars, Harcourt Centre, Block 3, Harcourt Road, Dublin 2.

STEP AGM – 30 November 2017 – 18.30 to 20.30 (GMT)

At 18.30 in advance of the AGM, Anne Williams will speak on the changes introduced by the Finance Bill 2017. The AGM will be held at 19.30 followed by a wine and canapés reception. Venue: Matheson, 70 Sir John Roberson’s Quay, Dublin 2. Please register with Eventbrite to attend the event.

ITI/STEP Joint Seminar- Wills, Trusts and Succession Planning 2016

STEP and ITI are holding their joint annual conference on 8 September 2016 in the Hilton Hotel, Dublin 2.  All details of the speakers and how to book your place at the seminar can be accessed via the attached link.

https://taxinstitute.ie/SeminarsConferencesDetails.aspx?ID=143

ITI Seminars & Conferences Details
Wills, Trusts & Succession Planning in 2016 (Irish Tax Institute & STEP Joint Seminar)
8 September 2016, Dublin & Online

Available
Date: Thursday, 8 September 2016
Venue: Hilton Hotel, Dublin 2 & Online
Time: 08.30-11.30
Price: €135
Online Seminar: €115
CPD: 3 hours
Speakers: Carol Hogan, O’Connell Brennan Solicitors; Aileen Keogan, Aileen Keogan Solicitor & Tax Consultant and Tracey O’Donnell, Deloitte

Highly recommended for those advising private clients, this seminar will lead you through the taxation of trusts and provide a comprehensive understanding of foreign trusts and wills.

Rated 4/5 for the last 3 years

“Speakers really good – easy to grasp concepts.  Examples clear and easy to relate to”

“Very useful seminar”

“Excellent seminar”

“Excellent contribution by all speakers”

“Today’s seminar included case studies of current situations – this increases the value derived from the seminar”

Speakers and Programme
For more information on the speakers at this event, click here and to view the programmeclick here.

Download Booking Form

This seminar is run in association with STEP

Please contact jmurphy@taxinstitute.ie for further information or to book this event.

Online Seminar Materials
In order to receive live access to the online seminar, we recommend that you book the seminar using the online facility by 12pm the day before the event. Otherwise you will receive a recorded version of the seminar shortly after the event.

On ordering the Live Online Seminar, you will receive an email with the pdf copy of the seminar documentation along with instructions on how to access the online seminar once it is available.

Click here for more information on Online Seminars. We would advise that you read this, in particular the system requirements section before purchasing. Your operating system may not be supported.

Recorded Seminar
If you have purchased a Recorded Seminar, you will be given access, within 2 working days, to the seminar recording and materials on Blackboard Learn, the Institute’s Learning Management System.

Booking Options

Irish Tax Institute & STEP Joint Seminar – Price : €135
Irish Tax Institute & STEP Joint Seminar – Online – Price : €115

Morning Seminar – Update from the CEO of the Charities Regulatory Authority

The recently appointed CEO of the Charities Regulatory Authority, John Farrelly, will update us on the Charities Regulator and discuss his role as CEO, how he envisages the Charities Regulator will operate and the practical implications for those advising charities and philanthropists.

In just the past few weeks, an Tánaiste Frances Fitzgerald TD has signed the statutory instrument to commence Part 4 of the Charities Act 2009 to give the Charities Regulator investigatory and enforcement powers and on 15 July 2016, the Charities Regulator launched its first Statement of Strategy which outlines its key objectives over the next three years. As such, it is now an opportune time to hear from Mr Farrelly on the issue of charity regulation in Ireland.

The seminar will take place on Wednesday morning, July 27 at 8:30am in the Wellington Suite of the Merrion Hotel, Upper Merrion Street, Dublin 2.

Non-members are welcome to attend and should send a cheque made payable to STEP Ireland for €50 to Siobhán O’Moore, Mazars, Harcourt Centre, Block 3, Harcourt Road, Dublin 2.

Seminar – “How to Challenge a Will” followed by Summer Wine Reception in the Merrion Hotel

Gráinne Duggan BL will provide an update on How to Challenge a Will and the lecture will cover the following points:

  • The validity of a Will
  • Terms of a Will
  • Capacity of the disponer
  • Legal right share of spouses
  • Section 117 claims by dependents
  • Claims in estoppel
  • Costs

The seminar will take place on Wednesday evening, 29 June 2016, at 18:30 in the Wellington Suite of the Merrion Hotel, Upper Merrion Street, Dublin 2.

Drinks and canapes will be served following Gráinne’s presentation and this will be an excellent opportunity to network with your STEP colleagues.

Non-members are welcome to attend and should send a cheque made payable to STEP Ireland for €50 to Siobhán O’Moore, Mazars, Harcourt Centre, Block 3, Harcourt Road, Dublin 2.

Annual Conference 2016 Brochure now available

The Brochure for the Annual Conference due to be held on the 6th May 2016 at The Raddisson SAS St. Helen’s Hotel, Stillorgan Road, Dublin, is now available here.

Tax Reliefs & Revenue’s approach

Brian Broderick of O’Hanlon Tax Limited will provide an overview of tax reliefs, in particular CAT reliefs and exemptions, and Revenue’s approach to same. The seminar will take place on Wednesday evening, 30 March 2016, at 18:30 in the Wellington Suite of the Merrion Hotel, Upper Merrion Street, Dublin 2.

Non-members are welcome to attend and should send a cheque made payable to STEP Ireland for €50 to Siobhán O’Moore, Mazars, Harcourt Centre, Block 3, Harcourt Road, Dublin 2.

Annual Conference 2016 (6th May 2016)

This year’s STEP Annual Conference will be taking place on Friday, 6 May 2016 at the Radission SAS St Helen’s Hotel, Stillorgan Road, Dublin. For further details and the full line up of speakers click here.

STEP Conference 2016