STEP Wales

Wales branch of the Society of Trust and Estate Practitioners, a unique professional body for solicitors, tax advisers, IFAs, in trusts, estates, wills, probate

[STEP Wales @STEPWales]

Diolch @ALHQ_Law (Yasmin), @RussellCooke (Jessica) and @MarcWhiteandCo (Lea) for your insightful talks.

[STEP Wales @STEPWales]

Thanks to our wonderful speakers at our STEP Wales conference at Court Colman Manor Bridgend yesterday: Jessica Zama, Léa Maynard and Yasmin Hoque (pictured with STEP Wales Chair, Trevor Durham TEP). Next event 9 Dec in Newport with Robert Jamieson!

[STEP Wales @STEPWales]

The STEP Wales group are hearing from Elizabeth Welch of the Law Commission and ⁦@IanBondTEP⁩ of the Law Society’s Wills and Equity Committee, on the proposed reform to wills law.

[STEP Wales @STEPWales]

Kicking off the 2025/26 STEP Wales programme of events at Cardiff Yacht Club with an intro from chair Trevor Durham and Heidi Jenkins from sponsor @findersprobate

[STEP Wales @STEPWales]

Today @STEPWales rounded up the 24/25 program at the wonderful @walesbotanic. Thank you to our fantastic speakers, Georgia Wookey, @Caf and @lisa_morgan1. Finally, thanks to today’s sponsor @HeirHunter

[STEP Wales @STEPWales]

@lisa_morgan1 from @HughJamesLegal at the STEP Wales Spring Conference at @walesbotanic talking about NHS Continuing Care (and reclaiming overpaid care fees where NHSCC should have been awarded but wasn’t).

#STEP #SocialCare

[STEP Wales @STEPWales]

Glorious sunny day for our Spring Conference today here at the National Botanic Gardens!

@walesbotanic #GardenofWales
#STEP @STEPSociety

[STEP Wales @STEPWales]

Next up, a few words from today’s sponsor TIME Investments

[STEP Wales @STEPWales]

First @STEPWales conference of 2025 is underway at Court Coleman Manor. First up a few words from our chair, @TheTrevorDurham.

[STEP Wales @STEPWales]

The @STEPwales and CIOT South Wales joint Capital Taxes Update with Robert Jamieson is underway at @NewportMasonic with @STEPwales chair @TheTrevorDurham introducing today’s speaker.

[STEP Wales @STEPWales]

And that’s a wrap for the first @STEPWales conference of 2024/2025. Thank you to our speakers Matthew Shayle and Jonathan Eshkeri and thank you to our sponsor Cater Allen and venue sponsor @jcpsolicitors. Our next event is on the 15 October at Cardiff Yacht Club.

[STEP Wales @STEPWales]

Our final speaker of the day, Jonathan Eshkeri of E&G Solicitors with a talk on administering Spanish estates.

[STEP Wales @STEPWales]

Our first speaker of the day is Matthew Shayle, Partner at Wiggin Osborne Fullerlove with an interesting talk on Offshore Trusts and Taxation.

[STEP Wales @STEPWales]

First up, a talk from one of today’s sponsors, Cater Allen.

[STEP Wales @STEPWales]

@STEPWales conference of 2024/2025 is about to get underway at Mercure Hotel Swansea. Introduction from @STEPWales chair, @TheTrevorDurham.

[STEP Wales @STEPWales]

Book now by email [email protected] for @STEPSociety Wales branch 2024/2025 events programme including 6 conferences in Swansea, Cardiff, Newport, Bridgend and Carmarthen with top speakers and a range of private client topics. Season tickets £150 STEP members/£250 non-members.

[STEP Wales @STEPWales]

Our final speaker of the @STEPWales 2024 Spring conference, Matthew Evans of @HughJamesLegal

[STEP Wales @STEPWales]

A very interesting and moving talk from Daphne Franks about Predatory Marriage, and the campaign work she is undertaking.

[STEP Wales @STEPWales]

Next up, Alex Troup KC @StJohnsChambers with an update on key recent contentious cases.

[STEP Wales @STEPWales]

Our first speaker, Chris Jones from @StJohnsChambers with an interesting talk on proprietary estoppel.