The Liver Building

2020 Private Client Conference in conjunction with STEP Liverpool


Speaker: Various

Date: Wednesday 2nd December, 2020

Time: 09:30 - 15:45

Areas of Law: Wills, Trust, Tax & Probate


Course Code: S4290


For those who are not a member of Liverpool Law Society but are a member of STEP please include your STEP membership number when booking, in order to receive the member rate.



Conference kindly sponsored by:

Kin Probate
Kin Probate are professional probate genealogists that offer a range of services:
(1) Kin: Search – locate a beneficiary/ an administrator/ executor;
(2) Kin: Verify – verify a family tree; &
(3) Probate: Resolution – other services.
We undertake a free initial assessment on every matter and then provide credible fee options. With local expertise and international coverage we have successfully provided unexpected windfalls to beneficiaries home and abroad.


Rathbones provide individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbones have a tradition of investing and acting responsibly. Working with you, we can provide a range of services for your clients.

Log in

Welcome & introductions ~ Graham Bevan, DSG

Capital Tax Update ~ Chris Whitehouse, 5 Stone Buildings Chambers

  • Budget 2020 and Finance Bill
  • Lifetime planning opportunities
  • Wills, variations and the RNRB
  • Possible reforms

Business and Agricultural Property ~ Chris Whitehouse  

  • Property based businesses
  • Excluded property
  • Clawback and replacement property
  • Trusts hold BR/AR property

comfort break

Portfolio management in uncertain times ~  James Hedley, Rathbones

  • Risk framework approach – the building blocks of liquidity, equity type risk and diversifiers explained
  • Current topics – the outlook for different asset classes

Lasting Powers of Attorney for Property and Affairs ~ Ruth Hughes, 5 Stone Buildings Chambers

  • Gifting – recent cases
  • Investments
  • Conditions

Comfort break - please mute your mic & turn off your camera. There is no need to log out of the event

Taxation of Cryptocurrencies ~ Leigh Sagar, New Square Chambers

  • Introduction to cryptocurrencies
  • HMRC Guidance on the taxation of cryptocurrencies
  • Tax issues arising from the UK Jurisdiction Taskforce Legal Statement on Cryptoassets and Smart Contracts

Don’t get caught out by the Regs: how to be safe and keep compliant ~ Shazia Zamir, Teal Consulting


  • Core principles/Data Subject rights
  • Data Controller Accountability
  • Case examples
  • Brexit and change
  • How to prepare now


  • Proceeds of Crime Act 2002 – Offences and defences
  • Money Laundering Regulations 2017 and 19 how things have changed
  • Reporting and dealing with the NCA
  • Future changes expected

Charity structures: advising charity trustees ~ Graeme Hughes, Brabners

  • The various legal structures available to charities
  • Risks to charity trustees
  • Options to change a charity’s structure

Summary & thanks ~ Graham Bevan, DSG

Speaker Biographies

Graham Bevan is a Senior Manager at DSG Chartered Accountants where he leads one of the largest independent trust departments in Liverpool. He is the current chair of STEP Liverpool and has over 30 years’ extensive experience in dealing with a wide variety of trusts, estates and charities their related accountancy and tax matters having worked for two large bank trust companies and a top  4 accountancy firm before joining DSG some 20 years ago.   Graham’s current focus is helping a wide range of clients including high net worth individuals, intergenerational family groups, landed estate families and business owners with inheritance tax planning, succession issues, the use of trusts and the administration of estates.

James Hedley has a 20 plus year career in portfolio and investment management which began in the early 1990’s when he joined Neilson Cobbold, an established Liverpool private client stockbroker, which then merged with Rathbones in the mid 1990’s. His experience is recognised by being a Chartered Fellow of the Chartered Institute for Securities and Investment. James is also a Chartered Wealth Manager and has a Securities Institute Diploma. Listed by Citywire in the Top 20 Wealth Managers in Liverpool, citing expertise and longevity in 2011/12. James is also listed in the Citywire Top 100 of the most regarded and influential people in the UK for private client investment fund selection 2013/14, 2014/15 and 2019/20.

Graeme Hughes advises on all aspects of charity law especially the establishment and management of charities, the incorporation of unincorporated charitable trusts and associations, compliance/administrative matters, governance issues, charity mergers, restructures and reorganisations. He also advises on fundraising matters, charities’ relationships with commercial organisations and trading by charities and their subsidiaries. In addition, he is experienced in dealing with the Charity Commission advising trustees and interim managers on regulatory issues. Graeme is a member of the Law Society, the Charity Law Association and also sits on the Non-Contentious Business Committee of Liverpool Law Society.

Leigh Sagar is a barrister of England and Wales. He is a member of STEP, the Association of Contentious Trust and Probate Specialists (ACTAPS) and the Society for Computers and Law (SCL). Leigh is the Chairman of the STEP Digital Assets Global Special Interest Group. He is an editor of chapters in Williams Mortimer & Sunnucks, including probate claims and administration actions, procedures towards obtaining grants and the administration of digital information. He is contributor to the England and Wales section of the STEP Directory and Yearbook. He has written a book called The Digital Estate, published by Sweet & Maxwell

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.

Shazia Zamir of Teal Compliance Ltd has over 20 years expertise in the Legal, Financial and Law Enforcement sectors and has developed the perfect platform on which to build a successful career in the field of risk and compliance. As a Compliance Consultant, her aim is to share this expertise with you.


Member £205
Non-member £260
Corporate Member Training Offer 2 Credits
Training Season Ticket Free
Note: 20% VAT added at checkout