STEP/WS Private Client Conference - The WS Society

Join us on Wednesday 30 September for the WS annual joint conference with STEP for private client lawyers, hosted at the Signet Library. The conference will be chaired by Susie Tweedie, Shepherd + Wedderburn.

This year the WS Society & STEP Scotland are delighted to bring you another insightful conference, examining some of the most significant developments shaping the private client sector. This essential event will explore a range of topical and evolving issues affecting clients and advisers alike, from the growing role of pre-nuptial agreements and the impact of the new inheritance tax residency rules on internationally mobile individuals, to developments in succession law and the increasing importance of pensions in estate and wealth planning. Attendees will also gain valuable updates on the most important private client cases from 2025-2026, providing practical insights into recent legal decisions and their implications. Join colleagues from across the profession to enhance your knowledge, exchange ideas, and stay ahead in an ever-changing legal and regulatory landscape.
Speakers:

• Susie Tweedie, Shepherd & Wedderburn (Conference Chair)
• Adelle Seaton (Turcan Connell)
• Nick Bennett (29 Bedford Row Chambers)
• Jenny Jarman-Williams (Turcan Connell)
• Emily Pike (Brodies)
• Yvonne Evans (Dundee Law School)
• Ross Leckridge (Braid Financial Planning)
• Dale Ross (Blackadders)
• Fergus Colquhoun (Terra Firma)

Topics include:

• Pre-nup panel session
• The New Residency Test in Inheritance Tax (the End of Non-Domiciles and Advising Internationally Mobile Clients)
• Succession Law
• Pensions panel session
• Key Cases from 2025-2026

Delegate Rates:

• Writer to the Signet/ STEP member: £140 plus VAT
• Standard rate: £170 plus VAT
• Student/Trainee solicitor: £100 plus VAT

All rates include lunch and refreshments at the Signet Library.

CPD: 3 hours (Law Society of Scotland).

For more information, please contact Sophie Mills at [email protected], 0131 220 3249.

With thanks to conference sponsors, Hamiltons Law Accountants.