STEP Scotland Spring Conference, Dundee, June
19 June 2019
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?
Fact SevenThanks to FATCA banks must disclose their American account holders to the IRS or local tax authority.
Fact SixThe IRS is actively looking for non compliant US persons.
Fact FiveIt takes an average of 16 hours to do IRS Form 1040.
Fact FourThere are over 500 IRS tax forms.
Fact ThreeSince 1916, illegal income has been taxable.
Fact TwoUS persons must file tax returns no matter where they live and work.
Text One7 million Americans abroad
only 500,000 compliant