High profile speakers from the London Bar, the Midlands Bar, London law firms and from the Isle of Man put the latest developments in trusts, estates and personal planning in the spotlight.
The Isle of Man branch of the Society of Trust and Estate Practitioners’ (STEP) 2014 annual conference was jointly sponsored by Simcocks and RL360° and attracted more than 120 delegates.
One of the highlights of the event was the reconstruction of a court application with Elspeth Talbot-Rice QC, Stephen Moverley-Smith QC and Andrew Holden from XXIV Old Buildings. In addition Rupert Ticehurst, a partner at Berwin Leighton Paisner LLP discussed the relationship between a trustee and a protector, while Claire Murray and Dhana Sabanathan from McDermott Will & Emery presented “Around the Law in 80 Seconds”. Barrister Mark Hubbard from New Square Chambers highlighted the Crociani case, currently being heard before the Privy Council relating to trust jurisdiction clauses and John Randall QC from St Philips Barristers Chambers considered applications under Section 55 of the Trustee Act 1961. Jeremy Woolf from Pump Court Tax Chambers discussed the recent announcements about changes to the discretionary trust regime and Dr Malcolm Couch, chief financial officer of the Treasury focussed on some of the international issues currently affecting the Isle of Man.
Chairman of STEP IOM, Paul Hotchkiss said: “This year’s event was superb. The number of attendees grow year on year and through a combination of top class speakers, topical subjects, seamless organisation I think it is safe to say that the STEP annual conference has now established itself as one of the leading events on the Island for the fiduciary sector.”
Amy Coole, a director of Simcocks and a director of STEP Isle of Man said: “The Isle of Man is a leading jurisdiction for private client and trust business and that was reflected in the calibre of speakers at our 2014 Annual Conference.”
Neil Chadwick, Technical Marketing Manager at RL360° and a director of STEP Isle of Man said: “It was a fantastic event, very well attended with excellent speakers covering very topical issues.”
Photo - from left: Stephen Moverley-Smith QC, Andrew Holden, Kerry Scholes, Rupert Ticehurst, Elspeth Talbot-Rice QC, Adam Beighton, Tracey Greenwood, Mark Hubbard, Kevin O’Loughlin, Dhana Sabanathan, John Randall, Claire Murray, Jeremy Woolf, Kevin Walmsley and Amy Coole.
