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Wealth and Estate Planning Conference 2022 On-Demand

Summary

Do you have clients with family members, or businesses, in both Ireland and the UK? If so, this conference is for you.

Ran in conjunction with STEP (Society of Trust and Estate Practitioners), this online morning conference’s theme is "Wealth and Estate Planning in a Post Pandemic World". The agenda is filled with topical sessions to ensure that you, as a trusted advisor, can provide your clients with the current best financial and legal advice to protect their wealth and incomes.

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Venue details:  
On Demand webinar, ,
Start date & time:  
01 January 2021 00:00
End date & time:  
01 January 2024 00:00
Price:  
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
5.00 Training Tickets accepted
CPD hours:  
5.00
Schedule details Select session for meeting registration
No sessions have been associated with this event.
Speaker details
First nameLast name
Multi Speaker
Product type:  
CPD online course

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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