About

The STEP UK Tax, Trusts & Estates 2025 conference was a must-attend event for private client professionals. This full-day programme provided practical guidance and fresh insights into the key issues shaping estate and tax planning today.

Programme highlights included a deep dive into agricultural and business property relief, essential legal updates, cross-border estates in practice, IHT and estate planning and financial planning for the globally mobile.

Attendees enjoyed valuable networking opportunities, including lunch and refreshments throughout the day, and left equipped with practical knowledge and connections to elevate their practice in 2025 and beyond.

The in-person event has concluded; however, the webcasts remain available for purchase.

Agenda

The agenda included key sessions such as:

  • Agricultural and business property relief (APR and BPR)
  • Essential legal updates for private client advisors
  • Cross-border estates in practice
  • Inheritance Tax (IHT) and estate planning
  • Financial planning for globally mobile clients
  • Reflections on relationships, faith, and funeral planning, with top tips from a lawyer/priest

Speakers

Delegates were able to hear from the professions’ leading minds during this event.

John Barnett TEP

Sponsors

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Fees

STEP Member £345

Non-member £395

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CPD

 5 hours of CPD 

(CPD certificates are unavailable
for the webcasts)

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Dates

2 October 2025 - Exeter

17 November 2025- Manchester

28 November 2025 - London

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