We would like to invite you to attend the Joint STEP & Chartered Accountants Ireland Conference.
The conference will cover:
Cross Border Taxation for the Wealthy – Alan Gourley, Grant Thornton (NI) and Alison McHugh, Deloitte
>Overview of Irish and UK inheritance tax regime to include a perspective around Irish Revenue and HMRC’s High Wealth Individual’s unit and what the speakers are encountering in this area.
>Business Property Relief – From both an Irish and UK perspective, as well as a focus on the key differences.
>Case studies – six case studies to illustrate the interaction of Irish and UK estate taxes where individuals have assets across jurisdictions.
Domicile and Estate Planning for Clients with Cross Border NI/ROI Issues – Cormac Brennan, O’Connell Brennan Solicitors and Sheena Grattan, Barrister of Law, Northern Ireland
>Outline of the legal concept of domicile with a focus on estate planning for clients with cross border NI/ROI issues, including the application of the conflict of law rules, and addressing the following matters:
>Where is my client domiciled, and in what circumstances could their domicile status change or be in doubt?
>What are the objective indicators of domicile?
>What laws apply to my client’s assets on their death – where should they make their Will(s)?
>Why is domicile important for an estate planning analysis – what turns on a client’s domicile?
>What are the common pitfalls around domicile in a NI/ROI estate planning context?
>What planning is specific to a NI/ROI case?
Some typical worked examples of common NI/ROI estate planning.
DetailsDate & time Thursday 13 May at 9.30am – 12.30pm Cost* EUR112.50/GBP90 CPD 3 hours
* If you are eligible for the discount as a STEP member, use the Promo code: STEP 21
DAC6 (Council Directive 2018/822), the new EU mandatory disclosure regime
STEP Ireland are delighted to have John Cuddigan, head of Ronan Daly Jermyn’s Tax Practice, provide an update on DAC6 (Council Directive 2018/822), the new EU mandatory disclosure regime that imposes mandatory reporting of certain cross-border arrangements that could potentially be used for tax planning.
Due to the expansive definition of ‘cross-border arrangements’, DAC6 applies to a very broad range of transactions and will impact extensively on intermediaries and taxpayers. It is essential that all accountants, tax advisers, solicitors, financial advisers, in-house counsel and taxpayers familiarise themselves with their reporting obligations and incorporate compliance procedures to cope with the impact of DAC6
This webinar will outline the rules and obligations on advisers and will also address specific points of application to be noted by practitioners advising in cross-border transactions (including in relation to cross border estates and trusts).
Date and time: Wednesday 24 March 1pm
Cost: Free to attend – no registration is required
CPD: 1 hour
To join the webinar please click here at 1pm on 24 March 2021
STEP Ireland are delighted to join with Chartered Accountants Ireland in hosting a joint webinar on Thursday 18 June from 9.30am to 12.30pm on the topic of Covid 19: Planning, Protecting and Funding Family Business & Wealth.
The conference will cover:
Estate Planning in a COVID-19 Environment – Lydia McCormack (Matheson) will discuss estate planning issues that are particularly relevant at this time of COVID-19.
Protecting Wealth in a Crisis – Catriona Coady (Goodbody Stockbrokers) will reflect on current client issues and the actions being taken on behalf of those clients in response to the COVID 19 crisis.
Raising Funding in a COVID-19 Environment – Greg Hogan (Baker Tilly) will discuss the key steps to raising capital for businesses in the current environment.
Restructuring for Tax Efficiency – Mary Nyhan will focus on the tax issues linked to segregating, partitioning and restructuring business assets (trading, investment, different profiles etc) from a risk perspective in the current environment.
If you are interested in attending this webinar please register using the following link here.
STEP Ireland are delighted to have Paddy Bruton and Tadhg Dooley of Forestry Services Limited provide an update on all things forestry concerning the private client.
We shall also hear from a peer support volunteer for LawCare, Ursula Cullen, on “Fit for Law” which is a free online resource on emotional competency and professional resilience for the legal community as part of an on-going project to promote psychologically and emotionally healthier ways of working within law.
An informal lunch will be served from 12.30-1pm, with the seminar commencing at 1pm followed by Q&A.
Date: 10 March 2020
Venue: The Merrion Hotel, Merrion Street Upper, Dublin 2.
Cost: This event is free to all our members. Non-members are welcome to attend and should send a cheque made payable to STEP Ireland for Eur 50 to Siobhán O’Moore, Mazars, Harcourt Centre, Block 3, Harcourt Road, Dublin 2.
RSVP: Please ensure to register your attendance with Eventbrite by clicking here
STEP Ireland and the Irish Tax Institute are holding their joint annual conference on Thursday 27 February 2020 in the Alex Hotel, Fenian Street, Dublin 2 and online. This year’s seminar is entitled “Managing Tax Disputes from a Capital Taxes Perspective” and the speakers are Julie Burke BL, Andrew Feighery BL & Aidan Lucey (PwC). Tina Quealy, Chair of STEP Ireland will chair the event which will run from 08:30 to 11:30.
All details of the speakers and how to book your place at the seminar can be accessed via the attached link.
The AGM of the STEP Ireland Branch will take place on Wednesday 27 November 2019 in the Distillery Building, 145-151 Church Street, Dublin at 7pm. A drinks reception will be held afterwards in the Sheds Bar. The AGM Notice will be circulated in advance.
Membership of STEP Ireland can be achieved through the STEP Diploma. This route requires applicants to successfully pass the Diploma in Trusts and Estate Planning which runs every two years. The next course will commence on 12 September 2020.