Official STEP Conferences Sponsor

thewealthworks have been announced as one of the official sponsors for the Society of Trust & Estate Practitioners (STEP) annual round of UK Tax, Trusts & Estates conferences.

For 2017 these STEP conferences, held in Exeter, Leeds, London and Birmingham during April and May, will feature top class speakers including Denzil Lush, a former Senior Judge of the Court of Protection and Professor Lesley King, the leading authority on wills who will address the issues associated with making and amending trusts.

The conference will cover the usual Budget and Finance Bill updates. Other issues being addressed are current issues of mental capacity and the need for varying and amending trusts as well as the implications of the Supreme Court decision in the landmark Ilott v Mitson case.

Mick Jones, Managing Director of thewealthworks, said:

This conference provides indispensable and authoritative information on the latest developments in the tax, trust and estate administration and will be watched closely by all private client practitioners.

We produce specialist wealth management and estate administration software and, with the recent enormous increase in contentious probate, we are particularly hoping to connect with STEP members who are looking for software that improves compliance in this key area.

thewealthworks has always been a proud supporter of STEP and after several years of sponsoring local branch events, we are now very excited to be able to return to sponsoring an annual conference.

thewealthworks are sponsoring the STEP UK Tax, Trusts & Estates conferences in Exeter on 20 April, Leeds on 4 May and Birmingham on 18 May.

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