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The next STEP Cheshire Seminar is on Thursday 30th November 2023 at the Double Tree by Hilton, Warrington Rd, Hoole, Chester CH2 3PD.

This month’s STEP Cheshire seminar will have two speakers:

Jennifer McGuinness of Myerson Solicitors

“What is reasonable financial provision for spouses and civil partners?”

A discussion about the consequences of a testator failing to make reasonable financial provision in their Will for their spouse/civil partner, with consideration of case law, solicitor experience and top tips.

Robert Black of Bennett Brooks Chartered Accountants 

“Planning for Agricultural Clients”

Robert’s talk will be covering a variety of important matters for consideration when carrying out general planning for agricultural clients, including use of reliefs (APR/BPR), Solar and battery projects and family investment companies.

What is STEP Cheshire

The Society of Trust and Estate Practitioners (STEP) is a worldwide body of professionals that work in trusts, estates and other related fields. STEP events provide education, training and networking opportunities for those interested in facilitating good stewardship and financial planning across multiple generations. STEP events can be attended by members and non members.

For those planning to attend the next STEP Cheshire event, Registration is at 3.45pm with the Seminar running 4.00pm to 6.00pm

For further details contact Heather Lally, STEP Cheshire Chair

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