Events

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 ...

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 ...

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, ...

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 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 ...

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 ...

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 ...

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 ...

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 annual STEP Conference will take place on Friday 24th May 2019 at the Hilton Hotel, Charlemont Place, Dublin 2. See further details here.

STEP Ireland would like to invite you to our next seminar on Thursday 14 March in the Merrion Hotel when we will be delighted to have Brian Broderick of O’Hanlon Tax Limited provide a Revenue update. An informal lunch will be served from 12.30-1pm, with the seminar commencing at 1pm followed by Q&A.   Free to all ...

STEP Ireland and  Irish Tax Institute are holding their joint annual conference on Thursday 28 February 2019 in the Hilton Hotel, Charlemont Place, Dublin 2 and online.  This year’s seminar is entitled “Wills, Trusts and Family Structures: Getting the basics right”  and the speakers are Lisa Cantillon (Kennelly Tax Advisers), Carol Hogan (O’Connell Brennan), Anne Stephenson (Stephenson ...

PRIVATE CLIENT CONFEDERATION are hosting a conference on Thursday 11th and Friday 12th October 2018 in Conrad Hotel, Dublin. The following is a brief summary of the event, as provided by Private Client Confederation:    “The Private Client Confederation aims to deliver a new, fresh look at the private client world.    Join us for a uniquely interactive conference aimed ...

The annual STEP Conference will take place on Friday 24th May 2019 at the Hilton Hotel, Charlemont Place, Dublin 2. Booking details to follow.

STEP Ireland are delighted to have Finola O’Hanlon of O’Hanlon Tax Limited present a paper on Succession Planning for Businesses. Finola will provide an overview of effective retirement/estate planning for businesses covering Wills, provisions in shareholder and partnership agreements, planning the exit using reliefs, insuring if relevant, and dealing with unexpected deaths. The seminar will take ...

At 18.30 in advance of the AGM, Anne Williams will speak on the changes introduced by the Finance Bill 2017. The AGM will be held at 19.30 followed by a wine and canapés reception. Venue: Matheson, 70 Sir John Roberson’s Quay, Dublin 2. Please register with Eventbrite to attend the event.

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 ...

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 ...

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 ...

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.

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 ...

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.

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 ...

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 ...

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 ...

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.

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 ...

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

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 ...

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 ...

Clive Reynolds of Opportune Trust will speak on: Providing Financial Advice to Vulnerable Clients. Assisting in designing a structure that suit client financial and welfare needs. Tax Implications of investment decisions. 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 ...

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.

Solicitors for the Elderly (SFE) Ireland and STEP Ireland are hosting a Joint Seminar on Wednesday the 1st July at 6.30 p.m. at the Merrion Hotel, Upper Merrion Street, Dublin 2. Teresa Pilkington S.C., will review and analyse the recent High Court Judgments concerning Enduring Powers of Attorney:- In the Matter of an Application for Registration of ...

Conor Sweeney will provide an update on Companies Act in particular focusing on the main changes from the old Companies Acts regime and the impact of the changes for family businesses. The seminar will take place on Wednesday, 22 April 2015, at 6.30 p.m. in the Merrion Hotel, Upper Merrion Street, Dublin 2. For further information ...

Aidan McLoughlin, Managing Director of ITC Group, will give an update on topical pension issues. The seminar will take place on Wednesday 25th March at 6.30 p.m. in 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, ...

Aisling Meehan, a solicitor specialising in agricultural law, will give a talk covering recent changes in this area, specifically to CAT Agricultural Relief. The seminar will take place on Wednesday 25th February at 6.30 p.m. in the Merrion Hotel, Upper Merrion Street, Dublin 2. We are pleased to invite you to a drinks reception after this ...

Justin Spain, solicitor, will give a Family Law Update covering recent case law, new legislation and issues relating to cohabitation. The seminar will take place on Wednesday 28th January at 6.30 p.m. in 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 ...

Teresa Pilkington SC will give an overview of contentious estate procedures which will also include a discussion in relation to costs. The seminar will take place on Wednesday 22nd October 2014 at 6.30 pm in the Merrion Hotel, Upper Merrion Street, Dublin 2. Non-Members are welcome to attend and should send a cheque made payable to STEP ...

A joint seminar between STEP and the Law Society will take place on Wednesday, 24th September 2014, 2.00 pm to 6.00 pm at the Law Society of Ireland, Blackhall Place, Dublin 7. The seminar will focus on recent legislative developments, case law and various practical issues with the implications for day-to-day client advice and practice discussed.  The ...

This seminar will take place on Thursday 25th September 2014 from 8.20 a.m. to 4.00 pm at The Fairways Hotel, Dundalk, County Louth. View further details here and find booking form here

The joint seminar between STEP and the Irish Tax Institute  will take place on Tuesday, 2nd September 2014 in the Hilton Hotel, Charlemont, Dublin 2, from 8.30am to 11.30am. Speakers will include Cormac Brennan, Partner of O’Connell Brennan Solicitors, Carol Hogan, Senior Associate of William Fry Tax Advisors and Sinead McCormack, Senior Manager of Ernst & Young. View further ...

STEP Ireland and the Northern Ireland Branch of STEP UK are running a joint cross-border event on the 20th June in Belfast. Speakers from the UK and the Republic of Ireland will present on FATCA and Cross Border Attorney issues. Please find brochure attached

Philip Smith (Partner, Arthur Cox)  will give an update on charities law, dealing with recent trends and developments. The seminar will take place on Monday 28th April at 6.30pm in 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 Beryl ...

Aidan McLoughlin (Managing Director, ITC Group) will give an update on pensions.  He will focus on recent Finance Act changes and will also provide an update on some recent case law. The seminar will take place on Tuesday 25th March at 6.30pm in the Merrion Hotel, Upper Merrion Street, Dublin 2. Non-members are welcome to attend and should ...

Annette O’Connell, Probate Officer with the Courts Service, will give an update in relation to probate matters, principally looking at foreign aspects.    The seminar will take place on Wednesday 26th February at 6.30pm in the Merrion Hotel, Upper Merrion Street, Dublin 2. Non-members are welcome to attend and should send a cheque made payable to STEP ...

Ann Williams will give a seminar in relation to Finance (No. 2) Act 2013.  The seminar will take place on Thursday 30th January at 6.30pm in 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 Beryl Power, PricewaterhouseCoopers, One ...

Dear STEP Member The STEP AGM will take place on 27 November 2013 at the offices of William Fry, Solicitors, Fitzwilton House, Wilton Place, Dublin 2. Please note that prior to the AGM, at 6.30 pm, Mary Condell will give a seminar on mediation focusing on best practice for professionals in this area. After the AGM, a STEP ...

Patricia Rickard Clarke will give an update on the Personal Insolvency Act with particular focus on the issues which are relevant for STEP practitioners. The seminar will take place on Wednesday 30th October at 6.30pm in the Merrion Hotel, Upper Merrion Street, Dublin 2. Non-members are welcome to attend and should send a cheque made payable to ...

Patricia Rickard Clarke will give an update on the Personal Insolvency Act with particular focus on the issues which are relevant for STEP practitioners.  The seminar will take place on Wednesday 30th October at 6.30pm in the Merrion Hotel, Upper Merrion Street, Dublin 2. Non-members are welcome to attend and should send a cheque made payable to ...

STEP Ireland, in conjunction with the Law Society, is running the following courses this Autumn: Certificate in Trust and Estate Planning – commencing 7 September 2013 Diploma in Trust and Estate Planning – commencing 2 November 2013 Which course to apply for? The Diploma course is designed for those who have practical experience in the area of trusts and ...

The joint seminar will take place on the 25th September 2013 at the Law Society of Ireland, Education Centre, Blackhall Place, Dublin 7 from 2:00 pm. to 6:00 pm. This seminar will deal with the issues arising for practitioners in acting for executors, trustees and beneficiaries in probate files.  Recent developments and case law on this ...

Irish Tax Institute & STEP Joint Seminar: Trusts in 2013 & Insolvency for Private Clients This joint seminar will take place on Wednesday 28 August 2013 at the Radisson Blu Royal Hotel, Dublin 8 from 8:30 am to 11:30 am. Speakers will include  Dearbhla Cunningham BL, Tracey O’Donnell, Senior Manager in the Private Client Department, Deloitte & ...

Solicitors for the Elderly in conjunction with the Law Society Skillnet will host a semniar on the Assisted Decision-Making (Capacity) Bill 2013 on 12 September 2013 at the Law Society, Blackhall Place from 1:30 pm to 5:15 pm. Professionals attending this seminar will acquire up-to-date knowledge on the  provisions of the Assisted Decision Making (Capacity) Bill ...

Aidan McLoughlin (Managing Director, ITC Group) will give an update on pensions.  He will focus on recent Finance Act changes and will also provide an update on pension security and topical issues for defined benefit schemes.         The seminar will take place on Wednesday 26th June at 6.30pm in the Merrion Hotel, Upper Merrion Street, Dublin ...

Finola O’Hanlon (Principal, O’Hanlon Tax Limited) will speak on the Local Property Tax. The seminar will take place on Monday 22nd April at 6.30pm in 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 Beryl Power, PricewaterhouseCoopers, One Spencer Dock, ...

Ann Williams will speak on the capital tax aspects of Finance Bill 2013.  The seminar will take place on Wednesday 20th March at 6.30pm in 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 Beryl Power, PricewaterhouseCoopers, One Spencer ...

John Murphy will speak about the following:- The impact of the new Registration of Titles Act on Transmissions/Assents. Assents/Application for registration by Trustees with inhibition protecting interests of beneficiaries of the Trust. Assents by LPR to self. Transfers to Trustees for example where minor transferees are involved/life interests. Applications for registration of easements /rights of way, and the relevance of ...

Seminar on Enduring Powers of Attorney: Topical Issues for Practitioners Paula Fallon (Principal, Paula Fallon & Associates Solicitors) and James Finn (Registrar, Wards of Court Office) will speak on topical issues for practitioners in relation to enduring powers of attorney. The seminar will take place on Wednesday 23rd January at 6.30pm in the Merrion Hotel, Upper Merrion ...

STEP will host a seminar on Cross-Border Estates on Friday 19 October from 3.30 pm to 6.30 pm at Dublin’s Gibson Hotel. The speakers will include: – Cormac Brennan of O’Connell Brennan Solicitors. – Finola O’Hanlon of O’Hanlon Tax Limited. – Sheena Grattan, Barrister. – Nigel Anketel of PricewaterhouseCoopers, Northern Ireland. – Ann Williams, Tax Consultant The seminar will be ...

The Forum on End of Life in Ireland invites you to the launch of the Limerick pilot for Think Ahead. The pilot will run from September to November 2012. Time: 10am Date: Monday, 3 September 2012 Venue: The City View and Harris Suite, The Limerick Strand Hotel, Ennis Road, Limerick. RSVP by emailing orla.murphy@hospice-foundation.ie or by calling 01 ...

This year’s joint Irish Tax Institute and STEP seminar will take place on Thursday 30 August from 8:30 am to 11:30 am at the Radisson Blu Hotel, Dublin 8. The seminar can also be watched live online. Ann Williams, Cormac Brennan and David Gribben will address the tax, legal and other issues arising in the context of business succession. For further ...

On Thursday 26 April 2012 at 11:30 am, the National Centre for the Protection of Old People (NCPOP) will host ‘Managing Elder Abuse in Ireland: Senior Case Workers’ Experiences’. The presenter will be Dr Deirdre O’Donnell. Admission is free and all are welcome. Venue: Room C007, UCD School of Nursing, Midwifery and Health Systems, Health Sciences Centre, University College ...

Locating Missing Beneficiaries in Estate Administration – Legal and Practical Issues The presentation will take place on Wednesday 2 May at 6.30pm in the Merrion Hotel, Upper Merrion Street, Dublin 2. John O’Connor Solicitor, TEP will deal with the legal aspects, case law and court  applications in relation to Benjamin Orders.  Eileen M. Ó Dúill, Certified Genealogist will ...

Seminar on Pensions Aidan McLoughlin, Managing Director of Independent Trustee Company will give an update on recent changes to pension rules. He will discuss various types of pension arrangements, options on retirement, what happens on death including tax issues, how to mitigate tax liabilities, what needs to be included in wills and protection of pension assets. The ...

Ann Williams will speak on the capital tax aspects of Finance Bill 2012. The presentation will take place on Tuesday 28 February at 6.30pm in the Merrion Hotel, Upper Merrion Street, Dublin 2.ub   Non-members are welcome to attend and should send a cheque made payable to STEP Ireland for €50 to Edmond O’Regan, 7 St. Albans Park, ...

Seminar on Non-Contentious Probate Applications Rita Considine BL will speak on non contentious probate applications. The presentation will take place on Wednesday 1 February at 6.30pm in 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 Eddie O’Regan, AIB, Executor ...

Law Society Professional Training in partnership with Solicitors for the Elderly will present a seminar on Enduring Powers of Attorney on Tuesday 29 November 2011 at 2:30 to 5:15 pm. Speakers include John O’Connor, John O’Connor Solicitors; Rita Considine, B.L; Margaret Walsh, Sheil Solicitors; Aileen Keogan, Solicitor and Tax Consultant, Le The seminar will take place at Blackhall ...

Robert Haughton SC, Catherine Duggan BL, John Gill of Matheson Ormsby Prentice, Mary Condell of Porter Morris Solicitors and John O’Connor of John O’Connor Solicitors will speak on mediation of trust and estate disputes. The presentation will take place on Tuesday 22 November at 6:30 p.m. in the Merrion Hotel, Upper Merrion Street, Dublin 2. Non-members are ...

Notice AGM 2011 (STEP Ireland) Dear STEP Member, I attach notice of the Annual General Meeting to be held on 18 October 2011 at the offices of William Fry, Solicitors, Fitzwilton House, Wilton Place, Dublin 2. Please note that a seminar entitled “Practical income tax, CGT and audit issues in the administration of estates” will be presented by ...

The STEP Annual Conference 2011 will be taking place on Friday 27th May 2011 at the Radisson Blu St. Helen’s Hotel, Stillorgan, Dublin from 9.30 am to 4.00 pm The Conference will be opened by The Hon. Ms. Justice Mary Laffoy. The Speakers are: David Harvey, STEP Madeleina Loughrey Grant, Farrer & Co LLP Audrey Byrne, McCann FitzGerald Aidan McLoughlin, Independent ...

John O’Connor, Principal of John O’Connor Solicitors, will talk about the regulatory requirement of Section 68 and will discuss practical issues concerning costs in testamentary actions. Declan O’Neill, Legal Cost Accountant, will discuss costs awards and will answer questions from attendees regarding practical matters. The presentation will take place on Wednesday 13 April at 6.30pm in ...

The financial tsunami of recent years has affected many individuals and families. People have difficulties with their banks and many individuals have lost very considerable savings through inappropriate and bad investment advice. Many pension funds have also been impacted in terms of their value. Many members will be asked by clients for advice on these ...

Ann Williams will present on the relevant tax issues arising out of the recent Finance Bill. The presentation will take place on 1 March at 6:30pm in 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 €30 to Eddie O’Regan, AIB, Executor ...

The National Centre For the Protection of Older People are holding a Seminar on Tuesday 22nd February next in UCD  entitled: The Legal and Policy Challenges of Financial Elder Abuse For further details and to book a place see www.ncpop.ie

The STEP seminar on Joint Accounts postponed last December is to take place on Wednesday the 19th of December in the Merrion Hotel at 6.00 pm. Speakers are Ms. Annette O’Connell BL TP, Probate Officer, Mr. Edward O’Regan TEP and Mr. Padraic Courtney, Solicitor TEP

The Law Reform Commission Annual Conference;  Reforming the Law on Personal Debt takes place on Thursday 16th December in the Main Conference Hall, Dublin Castle, Dublin 2. A brochure can be downloaded from here:  http://www.lawreform.ie/_fileupload/misc/LRC%20Conference%20brochure_2010web.pdf

  The 2010 STEP Ireland AGM will be held at the Merrion Hotel, 21 Upper Merrion Street, Dublin 2 on 20 October 2010 at 7.45pm. The Branch would like to invite all members to a drinks reception following the Annual General Meeting.  Please note that a workshop on the Civil Partnership Act will be hosted by Paula ...

STEP in partnership with Law Society Professional Training will hold an essential training seminar to examine new legislative developments in core areas of probate and trust practice.   A distinguished panel will address all questions and answers arising during the seminar. Probate, Conveyancing and Trust practitioners will find attendance at this seminar essential to equip them with the ...

Friday 28 May 2010 at the Radisson Hotel, Stillorgan Road, Dublin