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STEP/WS Private Client Conference

  • The Signet Library Parliament Square Edinburgh, EH1 1RF Scotland (map)

Join us on 9 October for the WS annual joint conference with STEP for private client lawyers. The conference will be chaired by Susie Tweedie, Shepherd + Wedderburn.

This year the WS Society & STEP Scotland are excited to bring you another conference, looking at some of the key developments across the private client sector. This essential event will explore crucial and evolving areas impacting your clients, from navigating complex estate matters and tax challenges to understanding the implications of recent legislative changes and landmark court decisions. Join us to gain valuable insights, practical strategies, and connect with peers to enhance your expertise and better serve your clients in today's dynamic legal landscape.

Speakers:

  • Susie Tweedie, Partner, Shepherd & Wedderburn (Conference Chair).

  • Roddy Macleod, Terra Firma Chambers.

  • Joseph Slane, Turcan Connell

  • Alexa Payet, Michelmores

  • Karin Shanks, PwC

  • Ben Roseff, PwC

  • John Martin, Fraser & Fraser

  • Morna Grandison, Law Society of Scotland

  • Fergus Colquhoun, Terra Firma Chambers


Sessions:

  • Assisted Dying Panel, Discussion to include forfeiture issues

  • Tax Disputes

  • International probate

  • Judicial Factors (Scotland) Act 2025

  • Key cases from 2024 - 2025


Delegate Rates:

  • Writer to the Signet/STEP members: £140 plus VAT

  • Standard rate: £170 plus VAT

  • Student/Trainee solicitor: £100 plus VAT

All rates include lunch and refreshments at the Signet Library

Further information:

CPD/TCPD: 3 hours (Law Society of Scotland)

The conference will be held in the Upper Library which is only accessible by stairs.

If you have any questions, please contact Sophie Mills WS.


The event is kindly sponsored by Fraser & Fraser.