- Assisted Decision-Making (Capacity) (Amendment) Bill 2021: Draft General Scheme & Heads of Bill
April 2, 2022
Step Ireland recently submitted letters to Ms. Aine Flynn, Director of Decision Support Service and Ms. Alice White, Registrar of Wards of Court regarding the taxation implications where assets belonging to wards are transferred from long term to shorter term investments. To read the letter sent to Aine Flynn, please click here. To read the letter sent ...
- STEP Ireland Virtual Panel Discussions 2022
February 23, 2022
The popular STEP Europe Virtual Panel Discussions are returning to discuss the current issues and developments facing practitioners in Europe and further afield. This series of six webinars will run once a month from January through to June 2022. All webinars are free of charge and available to members and non-members wherever you are based. ...
- STEP Ireland & Law Society Probate Update 2022
February 23, 2022
Register Here Aim and ObjectivesThe aim of this seminar is to provide general practitioners with an overview of recent and on-going developments in probate, administration and taxation practice from a practical perspective. Topical issues of concern and interest will be covered in this comprehensive probate update. The seminar is designed in collaboration with STEP and the ...
- STEP Europe Conference – 11th-12th March 2021
January 13, 2022
Irish solicitor Justin Spain will be speaking as part of a panel of experts from 15 different countries. Register before 20 January 2022 to save 115 EUR as a STEP member. BOOK YOUR PLACE Hear from expert speakers on key topics including: New perspectives in wealth management and succession– Wealth management and succession in a ‘post’-pandemic world.– What has ...
- STEP Ireland End of Year Conference – 19th & 26th November
November 16, 2021
STEP Ireland are delighted to host a virtual conference to be held on Friday 19th November 2021 and Friday 26th November 2021 which will be hosted by Davy. The timetable will run as follows: Friday 19th November 2021 (2.5 CPD Hours) Tina Quealy, Chairperson, STEP Ireland – Opening and welcome: 9:20 to 9:30 Richard Frimston, Russell Cooke Solicitors – Update on EU ...
- CBROT Webinar- Central Register of Beneficial Ownership of Trusts
September 22, 2021
A practical discussion on the new CRBOT, hosted by Barry Kennelly and joined by Aileen Keogan (solicitor and tax consultant) and Mick O’Connor (CRBOT Registrar), Suzanne Sheahan (Assistant Registrar) and Nicola Moran (Revenue). The session equates to 1 Regulatory CPD point. Click the link to view: https://youtu.be/p1a8JGk61sM
- STEP Ireland Seminar Wednesday 7 July 2021
July 2, 2021
STEP Ireland and Southern Law Association Dear members and guests STEP Ireland are delighted to host the second in our two part series of joint webinars with the Southern Law Association in association with Finders International. We have a fantastic line up of speakers for our webinar, as follows: >Catherine Duggan BL will speak on the Monday morning non-contentious ...
- STEP Ireland Seminar Wednesday 23 June 2021
June 16, 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: Patricia Hickey, General Solicitor for minors and wards of court, will speak on wardship practical guidelines Lorna ...
- STEP Ireland Webinar Wednesday 16 June 2021
June 10, 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 ...
- STEP Ireland, STEP NI & Chartered Accountants Ireland Conference Thursday 13 May 2021
May 11, 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 ...
- STEP Ireland Webinar Wednesday 24 March 2021
March 23, 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 ...
- Joint STEP Ireland & Irish Tax Institute Conference Thursday 11 March 2021
March 9, 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 Programme: Tax Implications of Estate Planning Legal Implications of Estate Planning The UK Perspective The webinar is chaired by Tina ...
- STEP Ireland AGM 17 December 2020
December 17, 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
October 20, 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 ...
- STEP Ireland Webinar – Thursday 16 July – Update on changes to the probate application process
July 8, 2020
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 ...
- Joint STEP & Chartered Accountants Ireland Conference – Thursday 18 June 2020
June 3, 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 ...
- Seminar on Forestry in the context of Estate Planning 10 March 2020
February 27, 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 ...
- Joint STEP and Irish Tax Institute Conference 27 February 2020
February 11, 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, ...
- STEP AGM – 27 November 2019
October 22, 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 Summer Seminar and Wine Reception 20th June 2019
May 31, 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 ...
- STEP Ireland Seminar: 14th March 2019
March 5, 2019
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 Joint Annual Conference: 28th February 2019
February 15, 2019
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 ...
- STEP Annual Conference 2019
April 18, 2018
This year’s STEP Annual Conference will be taking place on Friday 24th May 2019 at the Hilton Hotel, Charlemont Place, Dublin 2. See further details here.
- STEP AGM – 30 November 2017 – 18.30 to 20.30 (GMT)
November 22, 2017
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.
- SAGE – Laws can change lives: Seminar – Responding to the human rights of older people and adults who may be vulnerable
February 22, 2017
SAGE- Laws can change lives- Responding to the human rights of older people and adults who may be vulnerable.
- The Hows and Whys of Talking to Clients about Charitable Bequests- The Community Foundation for Ireland
February 22, 2017
Click on the following link to view the full article: The Hows and Whys of Talking to Clients about Charitable Bequests.
- UCD/SAGE Masterclass – Understanding the ADM (Capacity) Act 2015 and proposed deprivation of liberty legislation
February 7, 2017
UCD/SAGE Masterclass flyer Session 2_Person Centred Care Masterclass_Flyer_ 23 February
- Response to proposals of European Commission re 4th MLD 25 October 2016
November 24, 2016
Response to proposals of European Commission re 4th MLD 25 October 2016
- Courts Service Questionnaire- Probate Office Review Group
October 17, 2016
- STEP Ireland: Response to Public Consultation on transposition of Directive (EU) 2015/849 – anti money laundering
October 17, 2016
- Update from the CEO of the Charities Regulatory Authority Seminar recording now available
August 1, 2016
The seminar recording from the update from the Charities Regulatory Authority seminar delivered by the CEO, John Farrelly, the 27th July 2016 is now available in the Members’ Library section.
- New STEP Diploma in Trust & Estate Planning
July 12, 2016
Over the past 12 months the STEP Ireland committee have undertaken a significant review of the content of STEP’s Diploma in Trust & Estate Planning to ensure that it provides attendees with a comprehensive and practical education in trust and estate planning. This project has now completed and the revised STEP Diploma in Trust & Estate ...
- STEP submission on Section 117 of the Succession Act 1965
July 3, 2016
STEP Ireland has made a submission to the Law Reform Commission as part of the public consultation on Section 117 of the Succession Act 1965. The submission is now available in the Members’ Library. Please note you need to be a STEP member to access the Members’ Library.
- “How to Challenge a Will” Seminar paper and recording now available
July 3, 2016
The seminar paper and recording from the “How to Challenge a Will” seminar delivered by Grainne Duggan BL on the 29th June 2016 is now available in the Members’ Library section.
- Tax Reliefs & Revenue’s approach seminar paper now available
April 6, 2016
The seminar paper and recording from the Tax Reliefs & Revenue’s Approach delivered by Brian Broderick on the 30th March 2016 is now available in the Members’ Library section.
- Pensions Update Seminar recording now available
March 6, 2016
The recording from the Pensions Update seminar delivered by Aidan McLoughlin on the 1st March 2016 is now available in the Members’ Library section.
- Tax Appeals Seminar paper and recording now available
February 10, 2016
The seminar paper and recording from the Tax Appeals delivered by Dearbhla Cunningham BL on the 4th February 2016 is now available in the Members’ Library section.
- The Assisted Decision-Making (Capacity) Bill 2013
December 21, 2015
The Assisted Decision-Making (Capacity) Bill passed all stages in the Dáil last Thursday and will be signed by the President in the next few days. The Act as passed by both Houses should be available over the coming days on the Oireachtas website.
- Recording of Ann Williams Seminar on the Finance Bill 2015 now available
December 17, 2015
The recording of Ann Williams seminar of the 25th November 2015 on the Finance Bill 2015 is now available in the Members’ Library section.
- Companies Act 2014 Seminar paper and recording now available
May 10, 2015
The seminar paper and recording from the Update on Companies Act presentation delivered by Conor Sweeney on the 22nd April 2015 is now available in the Members’ Library section.
- Recent Seminar recordings now available in the Members’ Library
March 8, 2015
The audio recordings of seminar delivered by Ann Williams at the AGM on the Finance Bill 2014, the Family Law Update presentation delivered by Justin Spain on the 28th January 2015 and the Agricultural Law update presentation delivered by Aisling Meehan on the 25th February 2015 are all now available in the Members’ Library.
- Family Law Update 28th January 2015 Seminar paper now available in Members’ Library
March 8, 2015
The seminar paper from the Family Law Update presentation delivered by Justin Spain on the 28th January 2015 is now available in the Members’ Library.
- Slides from AGM now available in Members’ Library
January 11, 2015
The slides from the presentation delivered by Ann Williams on the Finance Bill 2014 Capital Taxes Provisions is now available in the Members’ Library.
- Practitioner Alert : The Importance of FATCA Compliance for Trusts
October 8, 2014
FATCA and implications for Trusts Ireland concluded an Intergovernmental Agreement (“IGA”) with the United States in December 2012 to Improve International Tax Compliance and Implement the US’s Foreign Account Tax Compliance Act (“FATCA”). This IGA provides for a bilateral and reciprocal exchange of information with the US in relation to accounts held in Irish financial institutions ...
- STEP submission on Advance Healthcare Directives
March 23, 2014
STEP Ireland has made a submission to the Department of Health as part of the public consultation on Advance Healthcare Directives. The submission is now available in the Members’ Library. Please note you need to be a STEP member to access the Members’ Library.
- Law Society and STEP Joint submission on the 4th Anti-Money Laundering Directive
February 9, 2014
The Law Society of Ireland and STEP Ireland have made a submission to the European Commission and other relevant bodies on the 4th EU Anti Money Laundering Directive. The submission is now available in the Members’ Library. Please note you need to be a STEP member to access the Members’ Library.
- STEP Submission of Assisted-Decision Making (Capacity) Bill 2013
December 15, 2013
STEP has made a submission to the Department of Justice and Equality on the Assisted Decision-Making (Capacity) Bill 2013. The submission is now available in the Members’ Library. Please note you need to be a STEP member to access the Members’ Library.
- Paper on Personal Insolvency Act Now Available
November 15, 2013
The paper delivered by Patricia T Rickard-Clarke at the recent STEP seminar on the Personal Insolvency Act 2012 is now available in the Members’ Library. Note: Access to the Library is restricted to STEP members. You will need the password to access this section of the website.
- Publication of Assisted Decision-Making (Capacity) Bill 2013
July 18, 2013
The Government has published the Assisted Decision-Making (Capacity) Bill 2013. The Government press release published in conjunction with the Bill provides that the Bill will: replace the Wards of Court system with a legal framework to support people in exercising their decision-making capacity so that they can better manage their personal welfare, property and financial affairs change the ...
- Plans to Establish Independent Charities Regulator
July 11, 2013
The Government has approved plans by Minister for Justice, Equality and Defence, Alan Shatter TD, to proceed with the establishment of an independent Charities Regulatory Authority under the terms of the Charities Act 2009. In addition to functions set out in the Charities Act, the new Authority will take on the functions of the Commissioners of ...
- Discount on Irish Probate Practitioners’ Handbook
June 20, 2013
Introducing the Irish Probate Practitioners’ Handbook by Karl Dowling BL and Robert Grimes BL 10% DISCOUNT FOR STEP MEMBERS! Normal price €225 Simply email Pauline.Ward@thomsonreuters.com to avail of your STEP discount
- STEP Submission on Consultation on Charities Act
April 10, 2013
STEP has made a submission to the Department of Justice and Equality on the Consultation Paper on bringing the Charities Act 2009 into force. The submission is now available in the Members’ Library. Please note you need to be a STEP member to access the Members’ Library.
- AIB Updates AML Procedures for Deceased Customer Accounts
April 8, 2013
AIB has updated its AML requirements for Legal Personal Representatives (LPRs) when releasing funds from a deceased customer’s accounts. Solicitors with carriage of the administration of an estate can certify copies of the LPR’s AML documentation and forward same to AIB without requiring the LPR to attend at an AIB branch. A copy of AIB’s updated AML requirements ...
- Catherine Nevin’s Murder Conviction Admissible in Civil Proceedings
March 11, 2013
The High Court has found that the conviction of Catherine Nevin for the murder of her husband is admissible in civil proceedings seeking a declaration that Mrs Nevin is precluded from taking any share in the estate of her deceased husband (Patrick Nevin & Anor v Catherine Nevin IEHC 80). The proceedings were originally commenced ...
- High Court Decision in Surrogacy Case
March 11, 2013
The High Court has granted a declaration that the genetic mother of surrogate twins is the mother of those twins and is entitled to have this fact recorded on the children’s birth certificates (MR & Anor v An tArd Chlaraitheoir & Ors IEHC 91). The Court found that there is nothing in the Irish legislative ...
- Case Update: Proceedings Issued Prior to Grant of Administration Not Maintainable
February 19, 2013
The High Court has found that proceedings issued against the personal representative of a man fatally injured in a road traffic accident were statute-barred in circumstances where the proceedings were issued prior to the grant of Letters of Administration issuing (Leonard v Motor Insurers Bureau of Ireland IEHC 550). The deceased died while driving a ...
- Think Ahead
February 19, 2013
The Think Ahead project was developed between 2009 and 2010. Its purpose is “to guide members of the public in discussing and recording their preferences in the event of emergency, serious illness or death.” View further information here
- Finance Bill & Related Documentation
February 13, 2013
The Finance Bill 2013 was published on 13 February 2013. View Bill and related documentation here.
- STEP AGM 2012
October 28, 2012
Dear STEP Member We attach a Notice of the Annual General Meeting to be held on 21 November 2012 at the offices of William Fry, Solicitors, Fitzwilton House, Wilton Place, Dublin 2. We also attach a copy of the Minutes from last year’s AGM. Please note that prior to the AGM, at 6.30pm, Patricia Rickard-Clarke and Sarah Murphy of the ...
- Annual Conference 2010 & 2011 Papers Now Available
July 13, 2012
The papers delivered at the STEP Annual Conference in 2010 and 2011 are now available in the Members’ Library. Please note you will need the STEP password to access this section of the website.
- High Court Declares Bequest in Will Void for Uncertainty
July 5, 2012
The High Court has declared a bequest in a will void for uncertainty (Thornton v Timlin IEHC 239). View the judgment of the High Court here.
- Slides Available from Seminar on Financial Products
July 5, 2012
The slides used by Barry MacDonald of MacDonald Financial Consultants Ltd at the recent STEP Seminar on Financial Products have been added to the Members’ Library. Please note you will need the STEP password to access this section of the website.
- Seminar: Financial Products – Overview and Tax Implications
June 19, 2012
Financial Products – Overview and Tax Implications Barry MacDonald of MacDonald Financial Consultants Ltd will give an overview of the types of financial products available on the market for private clients and trusts. Niamh Keogh of William Fry Solicitors will deal with the taxation implications of some common investment vehicles, including Irish and foreign investment funds. ...
- Solicitors for the Elderly – Mediation Skills Training
June 18, 2012
Please click here to view details of a Mediation Skills Training Workshop being hosted by Solicitors for the Elderly on Monday 9 July.
- Reminder: STEP Annual Conference
May 11, 2012
The STEP Annual Conference is taking place next Friday, 18 May in the Radisson SAS, St Helen’s Hotel, Stillorgan Road, Dublin 4. The conference is a day long event and will be opened at 9:30 am by The Honourable Mr Justice Murphy. Click here to view the Conference Programme and Registration Form. Completed registration forms should be sent to ...
- HSE Will Making Guidelines
May 10, 2012
The HSE has published Guidelines for will making by older people in residential and day services. The purpose of the Guidelines is to facilitate older people in the care of the HSE and/or their agents, who wish to make a will and who wish to obtain legal advice to do so. View a copy of the ...
- Seminar Papers: Locating Missing Beneficiaries in Estate Administration
May 3, 2012
The papers from the seminar on ‘Locating Missing Beneficiaries in Estate Administration’ are now availble in the Members’ Library. You will need the STEP password to access this section of the website.
- Recent High Court Judgment of Interest
April 30, 2012
Gunning v Sherry IEHC 88: High Court (Hogan J.) strikes out action against solicitor, who is the legal personal representative of the deceased, as an abuse of process and grants an “Isaac Wunder order” against plaintiff, restraining her from commencing any further action in respect of the same subject matter. To view the decision of ...
- Annual Conference Programme Now Available
April 19, 2012
The STEP Annual Conferenec 2012 will take place on Friday 18 May 2012 at the Radisson SAS St. Helen’s Hotel, Stillorgan Road, Dublin 4. Please click here to view the conference programme and for a copy of the registration form.
- Slides from Seminar on Pensions
March 28, 2012
The slides from the seminar on pensions recently given by Aidan McLoughlin, Managing Director of Independent Trustee Company, have now been added to the Members’ Library. You will need your password to access this section of the website.
- Slides from Seminar on Finance Bill 2012 Now Available in Members’ Library
March 8, 2012
- Recent High Court Judgment of Interest
February 24, 2012
Cawley v Lillis IEHC 515 : High Court (Laffoy J) determines that joint tenancy accrued to husband who was guilty of wife’s manslaughter, but that half of the property was held in constructive trust for wife’s estate. To view the decision of the High Court, please click here.
- Notes from Seminar on Non-Contentious Probate Applications Now Available
February 10, 2012
Rita Considine BL’s notes on Non-Contentious Probate Applications have now been uploaded to the Members’ Library. You will need the STEP password to access this section of the website. Please note that SI No 1348 of 2011 amended Order 79 of the Rules of the Superior Courts.
- Law Reform Commission Consultation Paper on Civil Law of Missing Persons
January 11, 2012
To view the Consultation Paper, click here.
- Recent High Court Judgment of Interest
January 9, 2012
Davoren v HSE: High Court (O Neill J) awards €1.5 million for loss of expected inheritance. To view the decision of the High Court, please click here.
- Budget 2012: Changes to CGT and CAT Rates
December 6, 2011
Members should note that CGT and CAT rates will increase from 25% to 30% with effect from Wednesday 7 December 2011. The current Group A threshold is being reduced from €332,084 to €250,000. This reduction applies in respect of gifts or inheritances taken after 6 December 2011.
- Two Recent High Court Judgments of Interest
December 5, 2011
O’Meara v Bank of Scotland: High Court Considers Beneficial Ownership of Funds in Joint Deposit Account To view the decision of the High Court, please click here. Cheshire Foundation in Ireland v The Attorney General: High Court Applies Charity’s Restricted Funds Cy Pres To view the decision of the High Court, please click here.
- Slides from AGM now available in Members’ Library
November 17, 2011
The slides from the presentations delivered by Julie Burke (Audit/Investigations Issues in the Administration of Estates) and Aileen Keogan (Practical Income Tax and CGT Issues in the Administration of Estates) are now available in the Members’ Library.
- Keep the Date – STEP Annual Conference 2012
October 12, 2011
The STEP Annual Conference 2012 will take place on 18th May 2012 at the Radisson Blu, St. Helen’s Hotel, Stillorgan, Dublin. Further details will be published here once confirmed.
- STEP Qualified Practitioner Route to Membership
October 2, 2011
The STEP Qualified Practitioner (QP) Route to membership provides a professional qualification recognised by the industry. It allows experienced practitioners to demonstrate their knowledge in order to gain full STEP membership. This route is entirely distance learning based with candidates completing their own research. To obtain full membership and the recognised TEP qualification, candidates must successfully complete ...
- Joint Law Society & STEP Diploma commencing 12 November 2011
September 14, 2011
Joint Law Society & STEP Diploma commencing 12 November 2011
- High Court considers when a Will is “made in contemplation of marriage”
September 13, 2011
In a judgment delivered on 29 July 2011, the High Court (O Neill J) considered the meaning of section 85(1) of the Succession Act 1965. Section 85(1) of the 1965 Act provides that ” a will shall be revoked by the subsequent marriage of the testator, except a will made in contemplation of that marriage, ...
- Joint ITI & STEP Seminar on Tax and Legal Issues Arising from the Civil Partnership Act 2010
August 2, 2011
This year’s joint Irish Taxation Institute & STEP seminar will be taking place on Wednesday 31st August from 8:15 a.m. to 11:15 a.m. at the Radisson Blu Hotel, Dublin 8. David Clancy, Finola O’Hanlon and Muriel Walls will address the taxation and legal issues arising from the Civil Partnerhip and Cohabitants Act 2010. To download the seminar ...
- Slides from seminar on mandatory disclosure rules now uploaded to the Members’ Library
July 28, 2011
The slides from the seminar on new mandatory disclosure rules presented by Carol Hogan of William Fry Solicitors on 27 July last are now available in the Members Library. (The Members Library section of the website is password protected and may only be accessed by registered STEP members)
- Judge Laffoy approves variations to trust in W v. M
July 13, 2011
Click here to read the judgment of Laffoy J. in W v. M IEHC 217
- ‘STEP Explained’ Leaflet
July 11, 2011
Download ‘STEP Explained’ as a PDF leaflet. This leaflet gives an overview of the Society, its membership and activities.
- Seminar on New Mandatory Disclosure Rules on 27 July
July 8, 2011
Carol Hogan of William Fry Solicitors will give a review of the new rules in relation to mandatory disclosure of certain transactions and existing disclosure rules in the context of trust and estate planning. The presentation will take place on Wednesday 27 July at 6.30pm in the Merrion Hotel, Upper Merrion Street, Dublin 2. Non-members are welcome ...
- Register Now for the STEP 2011 Annual Conference: Challenging Times for Practitioners
May 9, 2011
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, ...
- Slides from Seminar on Costs Now Available in Members Library
April 18, 2011
The slides from the seminar on costs jointly presented by John O’Connor and Decal O’Neill on 13 April last are now available in the Members Library. (The Members Library section of the website is password protected and may only be accessed by registered STEP members)
- Slides from Finance Act Seminar Now Available in Members Library
April 17, 2011
The slides from the seminar presented by Ann Williams on the Finance Act 2011 on 1 March last are now available in the Members Library. (The Members Library section of the website is password protected and may only be accessed by registered STEP members)
- Consolidated Version of Succession Act 1965 Now Available
April 13, 2011
The Law Reform Commission recent launched its First Programme of Statute Law Restatement. Restatements are administrative consolidations of Acts, as amended, which improve accessibility and ease of reference. The First Programme encompasses 74 Acts, and includes the Succession Act 1965. Click here to access the 74 restatements as published on the Law reform Commission’s website or download directly the Restatement of the Succession ...
- STEP Annual Conference 27th May 2011 Brochure and Registration Form Now Available
March 31, 2011
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. Download the STEP Brochure and Registration Form here.
- Judgment now available in Rhatigan case
March 11, 2011
Judge Laffoy rules that property developer, Brian Rhatigan, was of sound mind and had testamentary capacity when he made his will on 19th May, 2005. Click here to view full judgment.
- STEP Members can now update membership details
February 6, 2011
Click here to update your membership details
- The Civil Partnership Act commenced on 1st January.
January 30, 2011
Click here to view Act
- NCPOP Seminar 22nd Feb Next
January 24, 2011
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
- Date for Seminar on Joint Accounts Issued
January 12, 2011
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
- LRC Annual Conference 2010
December 2, 2010
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
December 2, 2010
The Law Reform Commission Annual Conference; Reforming the Law on Personal Debt, is to take place on 16th December 2010 next in the Main Conference Hall, Dublin Castle, Dublin 2 Full details of the Commissions Annual Conference may be found in the Conference Brochure Download the 2010 Annual Conference Brochure Booking is essential. Reservations may be made by ...
- Press notice issued by the Department of Justice and Law Reform in relation to the Criminal Justice (Money Laundering and Terrorist Financing) Act 2010
June 17, 2010
On 18 June 2010 the Department of Justice and Law Reform issued a press notice in relation to the Criminal Justice (Money Laundering and Terrorist Financing) Act 2010. The notice is directed at those carrying on the following businesses: Auditor, External Acountant or Tax Advisor. Trust or Company Service Provider. Private Members’ Club at which gambling activities are ...
- Seminar on Revenue Audits – 23 June 2010
June 4, 2010
Julie Burke of J.M. Burke Solicitors will present on Revenue powers in the context of audits and investigations and she will cover the following items in her talk:- Ø Categories of Revenue Powers – audit, investigation and prosecution Ø Review of recent changes to legislation and Audit Code of Practice Ø ...
- Nursing Homes Support Scheme Act 2009
May 24, 2010
The Nursing Homes Support Scheme Act 2009 (the “Act”) came into operation on 27 October 2009, and certain of its provisions will have significant implications for practitioners involved in drafting Wills for clients. The Act makes provision for a new system of financial support for those in need of long-term residential care, and the aim of ...
- 2010 CAT Thresholds Available
January 29, 2010
For the calender year 2010 the CAT Thresholds are: Group A: €414,799 Group B: 41,481 Group C: 20,740
- Trusts and Offshore Structures
March 30, 2009
The Revenue Commissioners announced on 27 March 2009 that an investigation of the tax treatment of property, assets and funds settled by persons on trusts and offshore structures will commence on 1 September 2009. The announcement is made in the light of the Revenue experience from earlier project investigations that the use of trusts and ...
- Charity Law
March 11, 2009
Minister of State at the Department of Community, Rural and Gaeltacht Affairs, John Curran T.D., has announced the enactment of the Charities Bill. The Bill was signed by President Mary McAleese on Saturday 28th February 2009. Further details are available on the department’s website at http://www.pobail.ie/en/CharitiesRegulation/
- Trust Law Reform
January 14, 2009
The Law Reform Commission Report on Trust Law: General Proposals was published in December 2008. Further details and a copy of the Report are available at www.lawreform.ie
- Finance (No 2) Bill 2008
November 21, 2008
The following are highlights of the Finance Bill (No 2) Bill 2008 which may be of particular interest to STEP Ireland members: From 20 November 2008, the capital acquisitions tax rate is increased from 20% to 22%. Agricultural relief is available for beneficiaries who qualify as “farmers” and receive gifts/inheritances of agricultural property provided certain conditions ...
- STEP Worldwide's new address
October 3, 2008
STEP Worldwide has moved and the new Address is Artillery House (South), 11 – 19 Artillery Row, London SW1P 1RT, UK. Further details available at www.step.org
- STEP Diploma Graduates 2008
October 3, 2008
For those students who have never properly applied to become STEP student members you will need to submit directly to STEP Worldwide the following:- – The STEP Ireland Diploma Student Application Form (which must be signed in advance by a member of the STEP committee in Ireland – please bring this form to the graduation or ...
- Civil Partnership
July 22, 2008
The General Scheme of Civil Partnership Bill was published in June 2008 by the Department of Justice. Interested parties may submit comments or observations on the draft proposals in writing addressed to the Department of Justice (details on www.justice.ie).Comments should ideally be submitted by 25 July 2008.
- The Civil Law (Miscellaneous Provisions) Act 2008
July 22, 2008
Section 68 of the Civil Law (Miscellaneous Provisions) Act 2008 amends section 5 of the Succession Act 1965, which deals with the presumption of simultaneous death in cases of uncertainty. The amendment designates the existing text of section 5 as subsection (1) and inserts a new subsection (2) and (3). The purpose of the amendment ...
- Mental Capacity and Guardianship
March 10, 2008
The Scheme of the Bill has been published on the Department of Justice, Equality and Law Reform website at www.justice.ie . The main purpose of the legislation is to reform the existing Wards of Court system in so far as it applies to adults and replace it with a modern statutory framework governing decision making ...
- Money Laundering
February 17, 2008
The Minister for Justice, Equality and Law Reform has published the General Scheme of the Criminal Justice (Money Laundering) Bill, 2008. STEP Ireland is participating in the consultation process and will be considering a submission in advance of the 15 April 2008 deadline. Further details available from the Department of Justice Equality and Law Reform ...
- STEP Branch may be formed in Northern Ireland
October 19, 2007
A meeting is due to take place in Belfast before the year end with a view to the formation of a new Northern Irish branch. Further details will be posted in due course.
- A Practical Guide to the Transfer of Trusteeships
October 5, 2007
This is an invaluable reference book for legal practitoners dealing with the issues that arise on the appointment of new trustees of trusts. It gives practical advice on protection that can be given to the retiring trustees of such trusts by means of appropriate indemnity clauses. It sets out model precedents on the transfer of ...
- How to become a member of STEP
October 5, 2007
Membership of STEP Worldwide is achieved through membership of a local branch. Membership of the Irish branch is in accordance with the requirements of STEP Worldwide and membership is achieved solely through either: A. The STEP Diploma for Ireland Route to entry ie. successfully passing the Diploma run jointly by the Law Society and STEP in ...
- Diploma in Trust and Estate Planning
July 20, 2007
23rd September 2009
- New Stamp Duty Regime for First Time Buyers
July 10, 2007
The Revenue has published a guide to the new stamp duty regime for first-time buyers, as introduced by the Finance (No. 2) Act, 2007. The guide explains the new provisions and contains the Form(s) of Declaration which buyers must complete in order to: (a) claim the exemption or (b) obtain a repayment of stamp duty already paid ...
- Vulnerable adults and the law
January 3, 2007
The Law Reform Commission’s Report on Vulnerable Adults and the Law was launched by the Minister for Health and Children, Mary Harney TD in December 2006. The full report can be read on the Commission’s website www.lawreform.ie
- Taxation of Charities
October 30, 2006
On 17 October 2006 the Commission announced that it had formally requested Ireland to end the “discrimination” of foreign charities. Under the Irish tax code donations to charities attract tax relief only if the charities are established in Ireland. In the Commission’s view the omission of charities established in other Member States from this relief ...
- Charitable Trusts
October 26, 2006
The Report on Charitable Trusts and Legal Structures for Charities published in October 2006 follows two Consultation Papers – on Charitable Trust Law and on Legal Structures for Charities – published by the Commission. It comes against a wider background of the general reform of the regulation of charities. In 2003 the Department of Community, ...
- Variation of Trusts
October 23, 2006
Mr Michael McDowell TD Minister for Justice Equality and Law Reform has announced that the Government has approved his proposals for legislation to provide for the variation of trusts. The proposed legislation will also permit the variation of pension and charitable trusts. However, the variation of a trust will be prohibited where the application is motivated ...
- Irish Heritage Trust
July 18, 2006
The Irish Heritage Trust has recently been established with its object “to acquire properties of significant heritage value where there is a risk to such value, so as to provide for their proper conservation, maintenance and presentation; their public enjoyment and appreciation; and public access to them in perpetuity.” The Finance Act 2006 provides for tax ...