As the Trust and Succession (Scotland) Bill moves through Parliamentary process, this 2023 WS Society and STEP Scotland annual joint conference for private client lawyers will focus on trust law reform. The role and practical value of trusts as vehicles for protection across the UK financial system has long been underplayed. The proposed changes to the administration of trusts and management of trust assets will impact individuals, businesses, charities, and institutions. The keynote address with be given by The Rt Hon Lord Drummond Young, who will be joined by further expert speakers, including Professor Roddy Paisley, to cover the legal, tax and practical consequences of the proposed legislation. The conference will be chaired by Sandy Lamb WS (Lindsays). With thanks to conference sponsors, Finders International.

Speakers:

• The Rt Hon Lord Drummond Young

• Professor Roddy Paisley (Chair of Scots Law, University of Aberdeen)

• John MacArthur WS (Partner, Gillespie Macandrew)

• Alan Barr (Partner, Brodies)

• Sarah-Jane Macdonald (Legal Director, Gillespie Macandrew)

• Eilidh Douglas (Senior Associate, CMS Cameron McKenna Nabarro Olswang LLP)

• Louise Levene (International Assets Services Manager, Finders International)

• Sandy Lamb WS (Partner, Lindsays) (Conference Chair)

Sessions:

• Reflections on the Trust and Succession (Scotland) Bill - early drafts to introduction

• An analysis of the practical implications of the Bill - practice and procedure

• Capital and Scottish Tax Round up

• Modern families and changing dynamics - what do private client advisers need to know?

• Expecting the unexpected: the changing nature of worldwide estates

Rates:

• Writer to the Signet/STEP member: £120 plus VAT

• Standard rate: £150 plus VAT

• Student/Trainee solicitor: £80 plus VAT

All rates include lunch and refreshments at the Signet Library.

CPD: 3 hours (Law Society of Scotland).

For more information, please contact Anna Bennett WS.