Estate planning, wealth management, financing, and tax conference with STEP Recording


This is a recording of a online conference

This online conference, developed with leading experts from STEP (the Society of Trust and Estate Practitioners) will quickly bring you up to date on some of the most critical issues facing businesses and owners in the COVID-19 crisis including wealth management and protection, estate planning, funding strategies, debt and equity funding currently available, as well relevant approaches to tax restructuring

Venue details:  
Online EU, , Online
Start date & time:  
01 January 2020 00:00
End date & time:  
01 January 2021 00:00
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
3.00 Training Tickets accepted
CPD hours:  
Speaker details
First nameLast name
Multi Speaker


Product type:  
CPD online course
Practice and business improvement, Tax

This is a recording of an online conference

Who Should Attend?

The course is suitable for a wide range of professionals but especially those working in advisory roles, in accountancy or law practices, those involved in wealth management or Corporate Finance.

Course Overview

  • Estate Planning in a COVID-19 Environment - Lydia McCormack (Matheson) will discuss estate planning issues that are particularly relevant at this time of COVID-19. With a real risk that Capital Acquisitions Tax rates will be increased and/or CAT reliefs restricted in the next budget, Lydia will discuss whether now is the right time to be passing on wealth and will provide an overview of the structures that could be used and the tax implications of doing so at this time. She will also discuss the importance of having a well drafted Will and what it should address (with a focus on business owners), including where beneficiaries are financially exposed.
  • Protecting Wealth in a Crisis - Catriona Coady will reflect on current client issues and the actions we are taking on behalf of those clients in response to the COVID 19 crisis, including holding too much surplus cash in a corporate structure or personally, concentration risk, considerations in relation to pension and protection arrangements and wealth strategies with succession planning in mind.
  • Raising Funding in a COVID-19 Environment - Greg Hogan (Baker Tilly) will discuss the key steps to raising capital for businesses in the current environment. Many businesses will be looking at their funding strategy and capital structure arising from the COVID 19 crisis. Greg will provide an insight into how best to approach a funding process including managing financial resources, determining financial requirements, assessing financial needs and securing funding options. He will cover the main sources of debt and equity funding currently available in the market (as well as some state backed financial supports) and the key considerations to be aware of when seeking to raise specific types of funding.
  • Restructuring for Tax Efficiency - Mary Nyhan will focus on the tax issues linked to segregating, partitioning and restructuring business assets (trading, investment, different profiles etc) from a risk perspective in the current environment. A number of case-studies will be highlighted. In the second part of the presentation, tax-efficient share structures which manage employer cash-outflow to reward executives for returning businesses to growth will be discussed

Key Learning Outcomes

By the end of this course, participants will be able to:
  • Understand estate planning issues that are particularly relevant during the COVID-19 crisis
  • Be aware of the strategies available to protect personal wealth in this crisis
  • In the context of the COVID crisis understand what's most relevant regarding managing financial resources, determining financial requirements, assessing financial needs and securing funding options as well as available sources of debt and equity funding
  • Understand how to better manage tax related risks with tools such as segregating, partitioning and restructuring business assets and available tax-efficient share structures to manage employer cash-outflow

Speaker Bio's

Mary Nyhan (FCA) has 25 years tax expertise and formed Nyhan Tax Advisers in 2013. Nyhan Tax Advisers focuses on tax advice relating to matters such business/company sales and purchases, reorganisations, property transactions, tax aspects of wealth management, executive share schemes and management buy-outs. Mary regularly lectures on tax matters for Chartered Accountants Ireland

Catriona Cody is a Senior Tax Specialist with Goodbody and is responsible for assisting clients in developing and implementing their strategic tax and investment goals. She is adept in advising on tax and investment solutions covering estate and succession planning, investment, pension and retirement planning. Prior to working for Goodbody, she spent over 20 years working with big 4 firms providing tax advice to international and domestic clients. She is a CTA, TEP and CFP

Lydia McCormack is a senior associate in the Private Client Department at Matheson. She specialises in trust law, estate planning, tax and wealth preservation for domestic and international individuals and families of high net worth. She has significant experience of advising family businesses, dealing with international clients and trusts with Irish connectivity. Lydia is a solicitor, CTA and Trusts and Estate Practitioner (TEP), she regularly lectures on the STEP diploma and presents at the Law Society

Greg Hogan leads Baker Tilly's Corporate Finance Advisory business and has more than 20 years' experience in the field of corporate finance, strategy & operations and private equity. He works closely with ambitious management teams and entrepreneurs, family owned businesses and mid-market companies to support their funding, growth and exit strategies. His is a Fellow member of ICAI and holds an MBA from the Michael Smurfit Graduate School of Business