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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

Pensions update

Aidan Mcloughlin will provide an update on pensions. The seminar will take place on Tuesday evening, 01 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.

SFE Seminar 17th February 2016- Dealing with Banking Fraud

Evening Seminar – Dealing with Banking Fraud

SFEIreland are hosting a Seminar at 6pm on Wednesday 17th February 2016 in the Merrion Hotel Upper Merrion Street Dublin 2

Denis McDonald S.C.will review the law relating to Banking Fraud in a lecture entitled :

“Remedies, Concerns and Obligations in dealing with Banking Fraud” .

Admission is free to Members of SFE .There will be a charge of €50 for non-members.

Seminar on Tax Appeals- 4th February 2016

Dearbhla Cunningham, BL will provide an update on Tax Appeals.

The seminar will take place on Thursday, 04 February 2016, at 18:30 in the Wellington Suite of the Merrion Hotel, Upper Merrion Street, Dublin 2.

For further information about this month’s speaker, please click here.

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.

Save the Date: 2016 Annual Conference

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.

Further details and the full line up of speakers to follow.