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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.

STEP AGM 2015

The STEP AGM will take place on 25 November 2015 at the offices of Matheson, Solicitors, 70 Sir John Rogerson’s Quay, Dublin 2.

Please note that prior to the AGM, at 6.30 pm, Ann Williams will give a seminar on the Finance Bill 2015.

The Branch would like to invite all STEP Members to a drinks reception following the Annual General Meeting and the Survey discussion.

We look forward to seeing you at the seminar and AGM on 25 November.

SAGE (Support & Advocacy Service for Older People) National Conference 16th October 2015

SAGE, Support & Advocacy Service for Older People, National Conference 2015.

Nothing about you/without you.  Quality Standards for Support and Advocacy work with older people.

Friday, 16th October 2015, 10.00 a.m. to 4.30 p.m.

Croke Park Conference Centre, Dublin.

For further details, click here

Probate Practice Update: STEP and Law Society Joint Seminar 2nd October 2015

The annual Society of Trust and Estate Practitioners (STEP) seminar in partnership with Law Society Professional seminar will take place on Friday, 02 October 2015, from 2pm to 5pm in the Law Society.

This seminar aims to provide trust and estate practitioners with an essential overview of recent and on-going developments in probate and trust practice from a practical perspective. Topical issues of concern and interest ranging from the implications of the recent marriage referendum to Section 82 of the Finance Act 2014 will be presented by a panel of expert speakers. The speakers include Catherine Duggan BL, Muriel Walls, Finola O’Hanlon and Karl Dowling BL.

A discounted rate of €150 is available to STEP members and the seminar can be booked online or by post. If you are booking online, the code STEP15 can be used by STEP members to avail of this discounted rate. Further details are available here.

Marriage & Marital Breakdown- Tax & Legal Considerations (Joint STEP/Irish Taxation Institute Seminar)

STEP / Irish Taxation Institute Joint Seminar – 3 September 2015

Marriage & Marital breakdown – Tax & Legal Considerations.  A tailored seminar examining the tax and legal consequences for CTAs and STEP members

The seminar will deal with the following topics:

  • Divorce and separation – the tax and legal challenges
  • Maintenance, losses, pensions – how to navigate the tax and legal issues
  • Pre-nuptials, property and pensions – what happens when relationships break down?

For full details of the seminar, the speakers and how to book your place at this event please click on the link below.

https://taxinstitute.ie/SeminarsConferencesDetails.aspx?ID=100

Financial and Investment Planning Seminar- 30th July 2015

Clive Reynolds of Opportune Trust will speak on:

  1. Providing Financial Advice to Vulnerable Clients.
  2. Assisting in designing a structure that suit client financial and welfare needs.
  3. Tax Implications of investment decisions.
  4. Developing an Investment Policy Statement to design, implement and monitor the funds for clients.

The seminar will take place on Thursday morning, 30 July 2015, at 08:00 in the Wellington Suite of the Merrion Hotel, Upper Merrion Street, Dublin 2. Tea and Coffee will be served from 07:45.

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.

Recording of joint STEP and SFE seminar to review EPA Judgments now available

The recording of the STEP and Solicitors for the Elderly joint seminar to review two recent EPA Judgments delivered by Teresa Pilkington SC on the 1st July 2015 is now available in the Members’ Library section.