AGM & Seminar - The Lifecycle of a Trust; Opportunities and Pitfalls

Schedule

Wed Jun 19 2024 at 01:45 pm to 05:00 pm

Location

The County Club | St Albans, EN

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Lucy Obrey and Laura Wiley from Higgs LLP talk through some of the legal and tax considerations when taking over as a trustee and/or adviser
About this Event

Lucy Obrey and Laura Wiley from Higgs LLP talk through some of the legal and taxation considerations when taking over as a trustee and/or an advisor, and the various opportunities and risks during the lifecycle of a typical UK trust.

Both Lucy Obrey and Laura Wiley are well known to our branch members. Lucy is the head of the Private Client team at Higgs LLP, has over 20 years experience as a solicitor in the private client field and is a regular speaker at STEP conferences. Laura is an accountant specialising in trusts and estate taxation and is a long serving member of the branch committee where she does unstinting work as our treasurer.

If you would like to submit questions prior to the meeting, please Email them to Laura Wiley: [email protected]

The AGM will commence at 1.45pm followed by the seminar at 2.00pm. The event will close at 5.00pm. Refreshments will be available.

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Where is it happening?

The County Club, 29 Ridgmont Road, St Albans, United Kingdom

Event Location & Nearby Stays:

Tickets

GBP 0.00 to GBP 60.00

STEP Beds, Bucks & Herts

Host or Publisher STEP Beds, Bucks & Herts

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