Book now for STEP Scotland’s Spring Conference 2026

Glasgow

Date: Thursday 14th May 2026

Venue: Radisson Blu Hotel, Glasgow G2 8DL

Click this link to book your place

Fees: £150 (STEP members), £120 (STEP students), £195 (non-members) – minus an early-bird discount of £30 until 5th April!

STEP Scotland, sponsored by Fraser & Fraser and Estate Search, are delighted to bring you another full-day conference covering a range of tax, trusts and executry topics. This is aimed at anyone working in private client and will cover practical issues including: cross-border Northern Ireland/Republic of Ireland succession law issues, recent tax developments, how to handle clients experiencing trauma with trauma and bereavement specialists and the links between corporate law and private client practice. It will be a fantastic opportunity to learn, network, and meet with other professionals.

Schedule:

09:15 Morning Networking over Tea & Coffee
09:45 Welcome – Susie Tweedie, Chair of STEP Scotland
09:50 Northern Ireland/Republic of Ireland Succession Law Issues – with Michael Graham and Lyn Barry
10:50 Sponsor Session – Estate Search
11:00 Tea & Coffee Break
11:15 Tax Developments – with Alan Barr
12:00 Trauma-Informed Private Client Practice Panel – including Elizabeth Comerford and Lorna Hale
13:00 Lunch
13:50 Corporate Issues in Private Client: Understanding Corporate Law Structures – with Greg Costello
14:50 Sponsor Session – Fraser & Fraser
15:00 Tea & Coffee Break
15:15 Corporate Issues in Private Client: Valuation of Corporate Entities – with Liam Renton
16:00 Closing Remarks – Susie Tweedie

Sessions Outline

Northern Ireland/Republic of Ireland Succession Law Issues:

The speakers will provide their perspectives on the key areas of succession in their respective jurisdictions, including the position of spouses and children, intestacy, the use of trusts, administration of estates and tax considerations.

Tax Developments:

Alan Barr will be considering key tax developments and the impact for private client practitioners.

Trauma-Informed Private Client Practice:

This panel session will look at where trauma informed practice crosses over with private client. Whether it’s dealing with the estate of someone who has died in traumatic circumstances, administering a trust for a vulnerable beneficiary who has suffered trauma, advising clients who are experiencing grief or trauma, these are all soft skills we need to wary of, and as practitioners need to consider how we deal with the vicarious trauma of these situations.

Corporate Issues in Private Client: Understanding Corporate Law Structures:

This presentation will provide a refresher on private companies limited by shares and a deeper dive into some of the relevant provisions of private company articles of association and shareholders’ agreements.

Corporate Issues in Private Client: Valuation of Corporate Entities:

This session will focus on the importance of valuation, which will be a key focus following the changes to Business Property Relief from Inheritance Tax.