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STEP Scotland Spring Conference, Dundee, June

19 June 2019

Join Nora Rothrock, Andrew Aldridge and Sarjul Patel in Dundee in June for the STEP Scotland (Society of Trust STEPand Estate Practitioners) Spring Conference.

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP members help families plan for their futures, from drafting a will to advising on issues concerning international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

When: 19 June 2019, 08:45 Arrival
Where: RRS Discovery Point, Discovery Quay, Dundee, DD1 4XA

You must Register to attend this event.

08:45 – Registration, Tea & Coffee
09:00 – Welcome & STEP Scotland AGM, Alix Storrie, Branch Chair
09:15 – Update on Supported Decision Making/PoA/Capacity Assessing/Recognition of Foreign PoAs, Sandra McDonald, ex-Public Guardian Scotland
10:15 – International Tax Issues to be Aware of When Advising UK Clients with Overseas Interests, Emma Hendron, Saffery Champness
11:15 – Break
11:35 – French Succession, Estate and Tax Issues, Dawn Alderson, Russell-Cooke
12:30 – Tracing Missing Beneficiaries, Andrew Miller, Estates Research
12:45 – Lunch
13:45 – US Succession, Estate and Tax Issues, Andrew Aldridge & Sarjul Patel, US Tax & Financial Services
14:35 – Property Insurance and Estate Management, Dan Williams, Marsh
14:45 – Break
15:00 – Spanish Succession, Estate and Tax Issues, Alvaro Azner Azcarate TEP, Sykes Anderson Perry
15:45 – International Issues Q&A Panel, Alix Storrie and conference speakers
16:15 – Conference Summary and Close, Alix Storrie


Did you Know?

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  • Fact Six

    The IRS is actively looking for non compliant US persons.
  • Fact Five

    It takes an average of 16 hours to do IRS Form 1040.
  • Fact Four

    There are over 500 IRS tax forms.
  • Fact Three

    Since 1916, illegal income has been taxable.
  • Fact Two

    US persons must file tax
    returns no matter where they live and work.
  • Text One

    7 million Americans abroad
    only 500,000 compliant

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