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STEP Ireland Webinar – Thursday 16 July – Update on changes to the probate application process

STEP Ireland was delighted to host a webinar on Thursday 16 July 2020 on changes to the probate application process.

 

Mark Bradshaw of the Revenue Commissioners provided us with an overview of the new online E-CA24 and highlighted any changes.

 

Anne Heenan, the deputy Probate Officer, discussed recent changes to the probate application process

 

To view the webinar recording please visit the link below.

 

VIDEOS – Webcast Ireland link

Joint STEP & Chartered Accountants Ireland Conference – Thursday 18 June 2020

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.

 

Date: Thursday 18 June

Time: 9.30am to 12.30pm

Venue: Webinar

Cost: EUR112.50/Members: EUR 90

CPD Hours: 3 hours

Seminar on Forestry in the context of Estate Planning 10 March 2020

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

Time: 12.30pm

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

Joint STEP and Irish Tax Institute Conference 27 February 2020

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.

STEP AGM – 27 November 2019

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.

STEP Ireland and Law Society Probate Update Conference 2019

STEP Ireland are delighted to invite you to attend our joint Probate Update Conference 2019 in collaboration with the Law Society of Ireland on 24 October 2019. Please find details of the speakers and topics below.

Topics

  • Tax update for the probate practitioner
  • Section 27(4) Succession Act 1965 – Managing Conflicts of Interest
  • Probate Office – developments and procedural changes
  • Fair Deal scheme
  • Charges payable out of estates during administration
  • Income tax liabilities on estates

Speakers

Catherine Duggan BL – practices as a Barrister specialising in probate and trust law and has extensive litigation experience in these areas. She has lectured on probate and trusts to various bodies over the years including for the STEP Diploma and has spoken at various seminars organised by STEP and by Solicitors associations around the country.  She is a founding member and vice Chair of the Probate Bar Association of Ireland, a former Chair of the Society of Trusts and Estate Practitioners (STEP) and a committee member of Solicitors for the Elderly.

Andrea McNamara, O’Connell Brennan Solicitors, Dublin – is a senior associate with O’Connell Brennan Solicitors, a boutique private client legal firm. Andrea provides specialist legal and taxation advice to a broad range of private clients, particularly in relation to trust, estate, succession and transfer and management of asset matters. She also advises charities and non-profit organisations across all sectors, to include advising in relation to contentious matters. Andrea is a solicitor and former barrister, a Chartered Tax Adviser (CTA) and a member of the committee of the Irish Branch of the Society of Trust and Estate Practitioners (STEP). Andrea is a regular speaker and contributor to publications in her area of expertise.

Clodagh O’Hagan, Mullany Walsh Maxwells, Dublin – is an Associate Solicitor specialising in Commercial Property. She has extensive experience advising both corporate and private clients in a wide range of commercial and residential property transactions. She acts for both landlords and tenants in commercial lease transactions. As a Trust and Estate Practitioner she also has practical experience and knowledge of probate, trusts and succession law. Clodagh graduated from University of Limerick with a BA in Law and European Studies in 1998 and a Master Degree in Law in 1999. She qualified as a solicitor in 2003. She was awarded a Diploma in Legal French in 2002 and is a full member of the Society of Trust and Estate Practitioners (STEP) since 2009. Clodagh is a member of the eConveyancing Task Force in the Law Society of Ireland. Clodagh was appointed a Notary Public for the city of Dublin and surrounding counties in 2014.

Maura Dineen DLA Piper
– is partner with DLA Piper. She has significant experience advising domestic and international clients on wide-ranging tax matters, including inward investment, corporate restructurings, mergers and acquisitions, intellectual property exploitation, and tax-efficient financing structures. She regularly advises clients on tax-efficient financing and structuring of property acquisitions, and stamp duty and VAT matters.

Kevin Fidgeon, Probate Officer
– was appointed as Assistant Probate Officer in June 2018.  He has previously worked in various roles across the Courts Service covering Civil, Criminal and Family Law across all jurisdictions and has extensive experience of the courts system and law in general, including tutoring and lecturing in Probate Law for many years. Kevin is currently co-authoring the latest edition of the Law Society’s Wills, Probate and Estates textbook. Kevin has significant experience of introducing reform in several areas in the Courts Service, which has resulted in streamlined procedures and improved customer service, and he is working to deliver the same for the Probate Office.

Date: Thursday, 24 October 2019

Venue: Law Society of Ireland

Time: 2pm – 5.15pm

Cost: EUR186 (discounted fee of EUR160 for Law Society Finuas Skillnet members)

HOW TO BOOK

Please register your attendance by clicking here

STEP Ireland Summer Seminar and Wine Reception 20th June 2019

STEP Ireland Summer Seminar and Wine Reception

STEP Ireland are delighted to invite you to attend our summer seminar on 20th June 2019.

Jennie Faughnan and Darragh McCarthy of EY will speak on Family Offices in an Irish Context and will address the following points during their presentation:

  • What is a family office in the Irish context
  • Essential components of a family office – no matter the size
  • Family charters & shareholders agreements
  • Tax efficient structuring options
  • The role of the advisor

The seminar will commence at 6pm followed by a Q&A session. There will be wine and canapes served afterwards.

Venue: Merrion Hotel, Dublin 2

Cost: Free to all our members. Non-members are welcome to attend and should send a cheque made payable to STEP Ireland for EUR50 to Siobhán O’Moore, Mazars, Harcourt Centre, Block 3, Harcourt Road, Dublin 2.

RSVP: Eventbrite HERE

Succession Planning for Businesses

Cork Seminar in collaboration with the Southern Law Association

STEP Ireland are delighted to collaborate with the Southern Law Association (SLA) in Cork to host a seminar on 14 June 2019 in Cork City. Finola O’Hanlon of O’Hanlon Tax Limited and Eoin Tobin of Ronan Daly Jermyn will speak on Succession Planning for Businesses. A brief description of the talks is provided below.

Refreshments and registration from 2:30pm at the Maldron Hotel, 94-95 South Mall Street, Cork with the seminar commencing at 3pm on Friday 14 June 2019.

To register, please contact Niamh at mail@sla.ie or send a cheque made payable to the Southern Law Association to the SLA Library, Courthouse, Washington Street, Cork. The fee is 40 Euros.

Finola O’Hanlon of O’Hanlon Tax will cover the following points during her presentation:

• Succession Planning options for businesses
• CGT Retirement Relief
• Entrepreneur relief and interaction with Retirement relief
• Buyback of shares & interaction with anti-avoidance legislation
• Reorganisations
• CAT Business relief & Revenue Verifications

Eoin Tobin of Ronan Daly Jermyn will cover the following points during his presentation:

• The legal issues to consider when succession planning for businesses.
• Wealth management strategies – family partnerships.
• Incentivising the next generation / key executives – how equity participation can work.
• Making a tax efficient will – the issues your clients need to consider.
• Enduring Powers of Attorney and the Assisted Decision Making (Capacity) Act 2015 – an update.

The event will be chaired by Carol Jermyn of Carol Jermyn & Co. Solicitors

Seminar on Tax Planning for Sportspersons & Entertainers

STEP Ireland would like to invite you to our next seminar on Monday 29 April in the Merrion Hotel when we will be delighted to have David Clancy of Clancy & Associates provide an update on tax planning for sportspersons and entertainers. An informal lunch will be served from 12.30-1pm, with the seminar commencing at 1pm followed by Q&A.

During the course of his presentation, David will address the following topics:

  • Recap on tax reliefs
  • Common structures
  • Image Right Taxation
  • International Touring & Withholding Taxes

Date: Monday, 29 April 2019

Time: 12.30pm

Venue: Merrion Hotel Dublin, Merrion Street Upper, Dublin 2

Cost:

Free to all our members.
Non-members are welcome to attend: please send a cheque made payable to STEP Ireland for EUR50 to Siobhán O’Moore, Mazars, Harcourt Centre, Block 3, Harcourt Road, Dublin 2

RSVP: Please ensure to register your attendance with Eventbrite here

STEP Ireland and Chartered Accountants Ireland Joint seminar 2nd April 2019

STEP Ireland are delighted to join with Chartered Accountants Ireland in hosting a Succession Planning Seminar on Tuesday 2 April from 9.30am to 11.30am in Chartered Accountants House. Sandra Meade of O’Hanlon Tax Ltd and Andrea McNamara of O’Connell Brennan Solicitors will address the following topics:

  • Making a will and lifetime planning
  • An overview of trusts in the context of estate planning
  • A brief overview of CAT and DTT
  • Summary tips in estate planning
  • CAT and CGT reliefs
  • Small gifts exemption and complexities of group thresholds
  • Discretionary trusts and tax costs
  • Post death options for redistribution of an estate

 

Date: Tuesday, 2nd April 2019
Time: 9.30am to 11.30am
Venue: Chartered Accountants House, 47/49 Pearse Street, Dublin 2

If you are interested in attending this seminar please register using the following link here