Official Sponsor for STEP Conference 2019

thewealthworks are returning as a 2019 sponsor of the  STEP UK Tax, Trusts and Estates Conference at the QEII Centre in London on 27 November.

We are very excited to be sponsoring the annual STEP conference again. As always STEP have a panel of leading experts including the renowned Prof. Lesley King TEP who will be discussing capacity issues. Other topics on the day range from vulnerable beneficiaries, to tips and traps in estate and trust administration as well as recent decisions on the 1975 Inheritance Act and the mandatory tax update.

Founded in 1991 as a hub of local forums, STEP has become the leading professional organisation dedicated to helping families plan their assets across generations. They are the cornerstone for any practitioner carrying out trust and estate work and their annual Tax, Trust and Estate Conference is a must-attend event. The topics covered are essential in keeping private client practitioners up to date with key legislation and guidelines and provides a valuable opportunity to network with other industry professionals.

thewealthworks are keen supporters of STEP and have sponsored both local and national conferences for several years. The conferences always provide useful insights into the changes and trends within the private client industry, which are vital in helping us to understand our clients needs now and in the future.

At this years conference we will be showcasing WealthWorks+, our new platform for trust administration and compliance. The system is built using cutting edge technology to truly take your private client services into future. Come by our stand on the day and we will be happy to give you a brief tour of the system and discuss how the software can help you improve your business efficiency.

We look forward to seeing you there!

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