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The next STEP Cheshire Seminar is on Thursday 27th June 2024 at the Double Tree by Hilton, Warrington Rd, Hoole, Chester CH2 3PD.

The STEP Cheshire Seminar will host guest speakers Sarah Harrison, Parklane Plowden Chambers and James Clarke, W R Partners. 

Sarah Harrison: Estates and Partnerships

Sarah’s talk will deal with common issues which arise when a deceased person’s estate includes an interest in partnership. These include whether land is a partnership asset and how the estate’s interest can be realised.

James Clarke: SDLT in Private Client Work

James will be discussing SDLT and the various considerations for transactions involving trusts, deceased estates and partnerships. Being one of the taxes with which most private client practitioners are least familiar, this is a must see for anyone considering undertaking transactions affected by SDLT.

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 pm to 6 pm.

For further details contact Heather Lally, STEP Cheshire Chair

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