Booking Information
Once you have booked your course, the link to the recording will be available
in your "My Account" area.
Please be aware that you will have access to this course for 180 days from
the date of purchase
Online courses cannot be booked on behalf of someone else. Access will only
be granted to the person completing the online order.
Who should attend
This course was recorded in May 2022 and is suitable for accountants,
lawyers, wealth management advisors and other business professionals who are
involved in wealth management, trusts and tax advice. This course is for
participants from both the Republic of Ireland and the United Kingdom.
Course overview
- The Financial Impact of the Pandemic on Family Businesses
- The Changing Landscape for tax residence of individuals and corporates
- Extracting Wealth from Family Businesses
- Topical Wealth and Estate Tax Planning issues
- Disputes in Family Businesses/Partnerships
- Getting your House in order: A Focus on Wills and Lasting Power of
Attorney
Key Learning outcomes
By the end of this course,participants will be able to:
Understand and appreciate the key issues affecting
wealth and income protection today with a deep dive into Family Business
issues including succession and dispute resolution.
Speaker Bios
Barry Kennelly - STEP Chair and Diploma Sub-Committee Member
. Barry is a Director, Tax and Wealth Structuring, Financial Planning at Davy
Private Clients.
Ken McCracken (MFBC Limited) Ken is a leading family business
consultant and teacher, with extensive experience in succession planning and
implementation for family businesses and family offices, effective governance
for family enterprises, and educating multigenerational family businesses.
Ken is a Fellow of the Family Firm Institute (FFI). He is a past recipient of
both the FFI Award for Outstanding Interdisciplinary AcA Ahievement and the STEP
Award for Family Business Adviser of the Year. In 2018, Ken authored the special
report 'Creating the Trusted Team of Advisers for a Family Business', published
by Globe Law and Business. Ken has also served on the Research Applied Board for
the leading academic journal Family Business Review.
Ken is the author of the STEP Advanced Certificate in Advising the Family
Business, and the author and teacher of the Family Business Advising Masterclass
for the STEP Professional Postgraduate Diploma in Private Wealth Advising (UK
delivery).
Alan Gourley, Tax Partner, Grant Thornton (NI) LLP. Alan is a leading
UK Tax adviser with over 30 years' experience in the profession, industry and in
the public sector and advises High Net Worth Individuals and their families on
all aspects of wealth succession, business succession and structuring for
long-term growth. He is Chairman of the Chartered Accountants Ireland NI Tax
Committee, represents the Institute on the HMRC External Stakeholder Forum for
Wealthy individuals and is a member of the Advocacy and Representation Board of
the Institute
Sheena Grattan – Practising Chancery Barrister in Northern
Ireland. Sheena is a practising Chancery Barrister in Northern Ireland,
specialising in private client work. Sheena was previously a senior lecturer in
the Law School of Queen's University, having started her career as a solicitor
in private practice. Sheena is the author of several legal texts, including
Succession Law in Northern Ireland (SLS), and is also the co-author of Drafting
Trusts & Will Trusts in Northern Ireland. She is a founding member and Chair
of the STEP: Northern Ireland branch. In 2012, she was the recipient of a STEP
Founder's Award for outstanding achievement. Sheena is the tutor for both the
Administration of Trusts and Administration of Estates components of the STEP
Diploma in Trusts and Estates (Northern Ireland)
Owen Burke – Senior Associate, Hayes Solicitors. Owen is a senior
associate solicitor, Trust and Estate Practitioner and Chartered Tax Adviser in
the Private Client team at Hayes solicitors. He specialises in Wills, Probate,
Succession and Tax Planning and Enduring Powers of Attorney. He qualified as a
solicitor in 2011 with a large Dublin law firm and then gained significant
probate experience with another mid-sized Dublin firm before joining Hayes
Solicitors in 2020. He is a full member of the Society of Trust and Estate
Practitioners (STEP) having come first in Ireland in the Diploma in Trusts and
Estates in 2014. He is a member of the STEP Ireland committee and the Dublin
Solicitors Bar Association Probate and Taxation Committee. He qualified as a
Chartered Tax Adviser in 2018 having completed the Irish Taxation Institute
exams. He acts as a consultant to other solicitors’ firms in relation to private
client matters.
Lyn Barry - Manager/Private Clients, Tax and Legal at
Deloitte. Lyn is a Manager/Private Clients, Tax and Legal at Deloitte.
She is a practising solicitor, Chartered Tax Advisor (CTA) and a member of the
Society of Trust and Estate Practitioners (STEP). She advises private
individuals, families and trustees on a wide range of legal and tax issues,
including lifetime and estate planning, administration of estates and trusts,
wealth restructuring and charity compliance and establishment.
Jonathan Ginnelly – Director, Tax Department, Deloitte. Jonathan
is a Director in the Tax Department within Deloitte’s Dublin office. Jonathan
has considerable experience advising Irish domestic companies and shareholders
on direct taxation issues, including issues around corporate reorganisation, M
& A transactions, as well as asset hive outs and structuring for exit. He
also advises on stamp duty issues for both domestic and international corporate
clients with respect to corporate restructuring, liquidations, property and
financial services transactions. Jonathan has written and contributed to a
number of articles and lectures with respect to capital taxes, direct taxation
and succession issues. Jonathan has lectured and given presentations for bodies
such as the Irish Taxation Institute, the Law Society of Ireland, the Society of
Chartered Surveyors Ireland and STEP on the areas of company reorganisations,
personal taxation and wealth/succession planning. Jonathan’s client portfolio
includes a number of Irish family companies, large domestic companies and
international corporate groups as well as number of private individuals, trusts
and estates.
Eamon Harrington– Solicitor, Comyn Kellher Tobin.Eamon has practised
with Comyn Kelleher Tobin since qualification as a solicitor in 1988. His
practice focuses on dispute resolution, with particular experience in handling
complex high value claims, including professional negligence, clinical
negligence and commercial disputes. Eamon acts on behalf of a number of leading
indemnifiers. In addition, he regularly acts nationally as a Mediator and
Arbitrator, as well as promoting the use of alternative dispute resolution
Sinead Fox-Hamilton - Relationship and Professional Development Manager,
Chartered Accountants Ireland)Sinead is a Law graduate and Fellow Chartered
Accountant who has enjoyed a diverse career spanning varied Finance, Recruitment
and Consulting positions. In her current role with Chartered Accountants
Ireland, she showcases the Chartered Accountancy profession, supports career and
professional development journeys along with working with employers to implement
relevant training and learning solutions to support talent management. Sinead
was noted in Northern Ireland’s ‘Top 40 under 40’ and ‘Top 20 Inspiring Women’
listings and was also recognised for her ‘Services to Accounting and Finance’ in
the Northern Ireland Women’s Awards. She is a past winner of Chartered
Accountants Ireland ‘Chartered Star’ competition.
Catherine Duggan - Barrister specialising in probate and trust
litigationCatherine is the Co-founder and Vice Chair of the Probate Bar
Association of Ireland, a Committee Member of Solicitors for the Elderly, a
member and former Chair of the Society of Trust and Estate Practitioners.
Contact us
If you have any questions regarding this or any other CPD course or
requirements, please feel free to contact the team here or call us at (+353) 01 523 3930
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