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STEP Scotland Spring Conference
Date: Thursday 1st May 2025
Venue: Discovery Point, Riverside Dr, Dundee DD1 4XA
Fees: £120 (STEP members), £90 (STEP students), £165 (non-members). Book by 28th February to take advantage of the early bird discount!
STEP Scotland, sponsored by Estate Research, are delighted to bring you another full day conference with excellent speakers covering a range of tax, trusts and executry topics. This is aimed at anyone working in private client and will cover practical issues including: an update on the current tax landscape and market position, two sessions on valuation and inheritance tax issues, a contentious executry panel, and a session on philanthropy and charity law. It will be a fantastic opportunity to learn, network, and meet with other professionals.
Agenda:
09:15 Morning Networking over Tea & Coffee
09:45 Welcome – Susie Tweedie, Chair of STEP Scotland
09:50 New Tax Year – Where Are We now? Tax, Investments, & Market Update from Lisa Macpherson-Fletcher & Ross Leckridge
10:50 Sponsor Session – Estate Research
11:30 Tea & Coffee Break
11:45 Property Valuation and Tax with Savills
12:20 Contents Valuation & IHT Reliefs with Bonhams
13:00 Lunch
14:00 Contentious Estates & Issues Panel – with Roddy MacLeod, Richard Pike and Stephanie Hepburn, chaired by SJ Macdonald
15:00 Afternoon Networking over Tea & Coffee Break
15:15 The Changing Landscape of Scottish Philanthropy – with Mark McKeown
16:00 Closing Remarks – Susie Tweedie, Chair of STEP Scotland
Please note that timings and speakers may be subject to change
