2017 Private Client Conference in conjunction with STEP Liverpool

Event Details

Course Code: S3921
Speaker: Various
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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Event Description

The conference will be of interest to solicitors, barristers and other professionals involved in private client work, whether contentious or non-contentious.
9– 9.30 Registration
9.30– 9.35 Chair opens ~ Louise Scholes, Partner, Brabners LLP and Liverpool STEP chair
9.35 – 10.35 Capital tax update (including the residential nil rate band and will drafting/estate administration implications) ~ Chris Whitehouse, trusts, wills and taxation expert. 
DOTAS developments
The RNRB – uncertainties and practical implications
Home loan schemes latest
Deemed domicile after 5 April
10.35– 11.20 Agricultural and Business Property Relief: planning and pitfalls ~ Chris Whitehouse, trusts, wills and taxation expert. 
The HMRC review
The “wholly or mainly” test and the fallout from Pawson
Planning possibilities
11.20 -11.35   Refreshments
11.35 -12.45 Will drafting for entrepreneurs, entertainers and e-business owners – people with disposal wealth ~ Gill Steel, Consultant, Blake Lapthorn. 
Is the estate where the wealth is?
Is the residence a home, a farmhouse or simply an asset?
The challenge of the basics
o Marital status
o Children
o Obtaining sufficient information
o Who owns what?
o Valuation
Where are the assets?
Use of elections and trusts
12.45 – 1.00  Investment Update – Navigating through uncertain times ~ John Willis, Portfolio Manager, Quilter Cheviot.
The impact of political change in the current environment
The outlook for interest rates from record lows
1.00  - 1.45 Lunch
1.45 – 2.30     LPA   and Court of Protection Update 2017 ~ Gill Steel
Drafting LPAs for business clients - what you need to consider 
Round up of guidance and news from OPG
Professional Deputies fees - OPG /SCCO guidance
Court of Protection - recent decisions
A) Post-Budget Pension Update ~ Andrew Roberts, Partner, Barnett Waddingham
A look at pension related matters affecting private clients arising from Budget 2017
B) Update on CRS - Is it doing what is said it would on the tin? ~ Robin McGhee, STEP tutor and author.
* Recap on who's in and who's out
* Summary of reporting requirements
* Impact of CRS on trustees
3.15 – 3.30 Refreshments
3.30 – 4 Family Investment Companies ~ Deborah Clark, Partner, Mills & Reeves LLP
How they are used for tax planning
Share capital options 
Anti-avoidance issues
Managing control
4 – 4.30 Tax Avoidance/Anti-avoidance ~ Michael Sherry, barrister, Temple Tax Chambers
DOTAS –the changes made so far and proposed 
DOTAS and clearances?
Enabling tax avoidance – scope of rules and managing the risk
Update on other tax avoidance measures – DOTAS, POTAS, Serial tax avoiders, managing risk and mitigation?
4.30 – 4.40 Summary & Close ~ Louise Scholes
Please tell us, when booking, in the other information box which of the parallel sessions you would like to attend - A or B
Speakers' Biographies
Deborah Clark is a partner at Mills & Reeve LLP, she is a barrister, Chartered Tax Advisor and member of STEP. She specialises in acting for high net worth individuals, especially business owners, on all aspects of their estate planning, including Wills, Trusts, and dealing with probate matters.  She has a national reputation for advising on and forming family investment companies.

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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Please tell us, when booking, in the other information box which of the parallel sessions you would like to attend - A or B

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