Leeds, 16 November
The Met Hotel Leeds, King St, Leeds LS1 2HQ
London, 25 November
TOGETHER London, 88 Wood St, Barbican, London EC2V 7QR
Bristol, 9 November
Bristol Marriott Royal Hotel, College Green, Bristol, BS1 5TA
Webcasts available from 11 December
about
Event overview
This annual conference brings together private client professionals from across the UK for a day of expert insight, practical guidance and valuable peer-to-peer networking.
Designed to help you stay ahead of the latest developments in tax, trusts and estate planning, the programme will explore the key issues shaping the profession today. You will leave equipped with practical knowledge and connections to elevate your practice in 2026 and beyond.
Choose to attend in Bristol, Leeds or London
OR purchase the webcasts for access to the recorded agenda sessions from 11 December.
Event agenda
The agenda includes key sessions such as:
Effective ways to support those with disabilities and philanthropic causes
Planning and practical steps for pensions, particularly in light of the forthcoming Inheritance Tax (IHT) changes
Cross-border estates in practice: complex scenarios and practical solutions
How we tax wealth - reflections on the Autumn Budget
Mental capacity and elder care
Top ten mistakes in private client practice and how to avoid them
Speakers
Testimonial
Our happy delegates
"Great to catch up with fellow professionals and meet new contacts and learn about all the latest developments in the world of trusts, estates and tax planning. The annual event also reaffirms the importance of lawyers, accountants, tax advisers and financial planners collaborating to provide clients with the very best all round advice”
"The conference offers invaluable insights for practitioners of all levels, equipping them with strategies to navigate the ever evolving landscape of fiscal policy, political change, and shifting family dynamics."
Why
Sponsor
- A opportunity to connect with senior tax, trust and estate practitioners, as well as key professional intermediaries from across the UK.
- Position your organisation as a leading provider of services and expertise within the UK tax, trust and estates sector.
- Opportunity to network with delegates and showcase your organisation's services and expertise.
Fees
STEP Member: GBP 345
Non-member: GBP 395
CPD
5 STEP CPD hours
Dates
Bristol, 9 November
Leeds: 16 November
London: 25 November
Our Sponsors
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