Private Client Tax Conference
Schedule
Mon Nov 10 2025 at 09:30 am to 04:30 pm
UTC+00:00Location
The Milner York | York, EN

About this Event
STEP Yorkshire and ATT/CIOT Leeds Branch are delighted to invite you to our jointly held tax conference in York.
We are looking forward to welcoming Robert Jamieson MA FCA CTA (Fellow) TEP who will be discussing the following topics;
· Personal tax planning for high net worth clients
· Advising on whole of life tax planning
This will also be a great opportunity to meet with and network with other STEP and ATT/CIOT members.
Each morning and afternoon session will include a 15 minute comfort break.
If you have any dietary requirements, please make us aware of this.
REGISTER YOUR INTEREST NOW
Agenda
🕑: 09:30 AM - 10:00 AM
Registration
🕑: 10:00 AM - 11:30 AM
Personal Tax Planning for high net worth clients
🕑: 11:30 AM - 11:45 AM
Tea/Coffee Break
🕑: 11:45 AM - 12:45 PM
Personal Tax Planning for high net worth clients
🕑: 12:45 PM - 01:45 PM
Lunch Break
🕑: 01:45 PM - 03:15 PM
Advising on whole of life tax planning
🕑: 03:15 PM - 03:30 PM
Tea/Coffee Break
🕑: 03:30 PM - 04:30 PM
Robert Jamieson & Close
Where is it happening?
The Milner York, Station Road, York, United KingdomEvent Location & Nearby Stays:
GBP 95.00 to GBP 175.00
