2017 Private Client Conference in conjunction with STEP Liverpool
Specialisations: Wills, Trusts, Tax & Probate, Conferences,
Venue: Double Tree by Hilton Hotel & Spa, 6 Sir Thomas St, Liverpool L1 6BR
Date: Wednesday, 17 May, 2017
Time: 09:30 - 16:45
Members Price: £205
Non Members Price: £260
Training Season Ticket: Free
Note: 20% Vat added at checkout
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Robin McGhee has worked in the trusts and estates sector for 38 years and has managed trust businesses in the Isle of Man, Cayman Islands and Switzerland. He has been a member of STEP for 22 years and served on the worldwide board for 7 years. He is a tutor on the STEP International Diploma and is the author of the STEP CPD course on FATCA Law & Practice.
Andrew Roberts has worked in the self-invested pension market since 1996 and joined Barnett Waddingham in 2005. He is now the partner in charge of the SSAS pension business, which provides specialist pension trusts primarily for business owners. Andrew is based in the Liverpool office. Andrew is also a past chairman of the Association of Member-directed Pension Schemes which represents over 150 SIPP and SSAS providers. He is a regular contributor to government consultations, writes for trade magazines and presents at various conferences.
Louise Scholes advises high net worth individuals and trusts and deals with a broad range of private client work including Will drafting, Inheritance Tax Planning, administration of estates, Elderly client, Lasting Powers of Attorney and Trust work including acting as a professional Trustee. She has considerable experience in Court of Protection work and acts as a Professional Deputy. Louise qualified in 1993 and is a Partner in Brabners Private Client team. She is a member of the Society of Trust and Estate Practitioners (STEP) and is chair of Liverpool STEP branch.
Michael Sherry practices in all areas of tax law including tax and remuneration planning, VAT and Duties, Private Client, Property, Money Laundering and Professional Negligence amongst others. ‘Michael is a barrister known for his commercial approach to direct tax problems, income tax issues and questions relating to capital gains tax. He is very commercially minded. Inventive and a good technician. Good at coming up with solutions to problems – we go to him when we hit a brick wall’ Chambers & Partners 2015.
Gill Steel has over 15 years’ specialist experience in the Private Client industry and has been regarded as the ‘Guru of all things Private Client.’ Gill has an MBA in Legal Practice Management and is currently a Consultant to Blake Lapthorn. Gill has also written the Trust Practitioners Handbook which is published by The Law Society.
Christopher Whitehouse advises on trusts, wills and taxation matters. He is the co-author of Trust Taxation (2nd edition), one of the editors of Dymonds Capital Taxes and a principal contributor to the Trusts, Wills and Gifts volumes of the Encyclopaedia of Forms and Precedents.
John Willis began his career in investment management with Quilter Cheviot in 2006. He is a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI). He is responsible for managing portfolios on behalf of individuals, trusts, charities and pension funds.
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