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STEP Ireland Seminar Wednesday 23 June 2021

STEP Ireland and Southern Law Association

Dear members and guests

STEP Ireland are delighted to host our annual joint seminar with the Southern Law Association in association with Finders International.

We have a fantastic line up of speakers for our webinar, as follows:

  1. Patricia Hickey, General Solicitor for minors and wards of court, will speak on wardship practical guidelines
  2. Lorna Fleming of Finders International will discuss research for wards of court cases
  3. John Glennon, Probate Officer, will discuss recent updates in probate procedure

Date & time: Wednesday 23 June 2pm-4pm

Cost: Free to attend

CPD: 2 hours


STEP Ireland Webinar Wednesday 16 June 2021

Financial Planning Tips and Traps

Dear members and guests

STEP Ireland are delighted to have Marc Westlake Chartered, Certified and European Financial Planner Professional and Trust and Estate Practitioner (TEP), Managing Director of Global Wealth, provide an update on financial planning tips and traps.

Using recent matters as case studies, Marc will highlight some of the opportunities and pitfalls for practitioners to look out for in their practice and perhaps even in their own financial arrangements, to include addressing the following:

  1. Don’t let the tax tail wag the investment dog (unless you live in Ireland);
  2. All things pensions and retirement planning including how the IORP II Directive will change retirement planning in Ireland;
  3. The Sustainable Finance Disclosure Regulation and why we all hold the key to dealing with climate change; and

Common and avoidable mistakes in financial planning decisions.

Date and time: Wednesday 16 June at 1pm

Cost: Free to attend – no registration is required

CPD: 1 hour

Join the Webinar here

STEP Ireland, STEP NI & Chartered Accountants Ireland Conference Thursday 13 May 2021

Dear members and guests

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.

Details Date & 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

STEP Ireland Webinar Wednesday 24 March 2021

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

Joint STEP Ireland & Irish Tax Institute Conference Thursday 11 March 2021

STEP Ireland are delighted to join with the Irish Tax Institute in hosting a joint webinar on Thursday 11 March from 10.30am to 12.30pm on the topic of Estate Planning in 2021.

Speakers include: 

Brian Broderick, O’Hanlon Tax Limited

Lydia McCormack, Matheson

Patrick Harney, Mishcon de Reya


  • Tax Implications of Estate Planning
  • Legal Implications of Estate Planning
  • The UK Perspective

The webinar is chaired by Tina Quealy, O’Connell Brennan and includes a Q&A and panel discussion session

Start date & time: 11th March 2021 10:30

End date & time: 11th March 2021 12:30

CPD Hours:2.00

Venue: Online

Cost: €55

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

STEP Ireland AGM 17 December 2020

We would like to invite you to attend STEP Ireland Annual General Meeting to be held on, Thursday, 17 December 2020 at 1pm.

The AGM will be held remotely this year and you might register by clicking here. Once registered, further details will be sent to you to allow you to access the AGM webinar.

STEP Ireland End of Year Conference – 13th & 20th November 2020

STEP Ireland are delighted to host a virtual conference to be held on Friday 13th November 2020 and Friday 20th November 2020 which will be hosted by Davy.

The timetable will run as follows:

Friday 13th November 2020 (2.5 CPD hours)

  • Tina Quealy, Chairperson, STEP Ireland – Opening and welcome: 9.15-9.30
  • Lisa Cantillon and Niall Connolly, KTA – Private Client Tax Update: 9.30-10.15
  • James Murray and Iain Younger, Frank Hirth – US Tax Issues for Irish Investors and US connected individuals: 10.15-11.00
  • Coffee: 11.00-11.15
  • Mary Cloonan, Owner of Marketing Clever – Developing a Digital Marketing Strategy for the Private Client Practitioner: 11.15-12.00
  • Q&A: 12.00-12.15

Friday 20th November 2020 (2.5 CPD hours)

  • Michael Walsh, CEO of Woodford Capital – Families in Business – Unique Governance Arrangements: 9.30-10.15
  • Richard Hammond, Hammond Good Solicitors & Notaries Public – Update for Probate Practitioners: 10.15-11.00
  • Coffee: 11.00-11.15
  • Grainne Duggan BL, CTA, TEP 0 Litigation Update: 11.15-12.00
  • Q&A: 12.00-12.15


The fee for STEP members to attend is €60 per session or €100 for both sessions. Non-STEP members are also welcome to attend. The fee for non-STEP members is €75 per session or €130 for both sessions.

Please register your attendance through Eventbrite here.

Following registration, the login details will be sent to you in advance of the webinars.

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