STEP New South Wales Lunch and Learn - Wednesday 12 February 2025

STEP NSW Branch invites you to a seminar with James Whiley TEP of Hall & Wilcox. 

This Lunch and Learn will be hosted at Hall & Wilcox in Sydney and will include the opportunity for networking and light refreshments.

Topic: Cross border succession planning including a summary of the recent significant changes to the UK inheritance tax regime.

This topic will cover:

• Cross border succession planning including conflict of laws and whether to have one global Will or separate Wills
• Tips for dealing with cross border succession planning from an estate planning and tax perspective
• A summary of the recent significant changes to the UK inheritance tax regime

DATE: Wednesday 12 February 2025

TIME:
12:15pm - Arrival and refreshments 
12:30pm - Presentation Commences
1:30pm - Networking opportunity
2:00pm - Event concludes

LOCATION: Hall & Wilcox, Level 18, 347 Kent Street, Sydney

COST: $45 STEP Members, $90 Non-Members

This event will be offered for in person attendance and live-streamed by webinar.

STEP NSW Branch also invites STEP Members to register for a 2025 Annual Pass! 

An annual pass gives our members access to all seminars online, an access code to watch the seminar replay for a limited time, all materials provided by the speakers and a significant discount! Please purchase your pass here.

This event will be offered for in person attendance and live-streamed by webinar.

For further information or assistance, please contact stepnswaustralia@step.org

PLEASE NOTE: The link to join the live-stream will be sent to each ticket holder via email 2 hours before this event through the Humanitix system.

IMPORTANT REMINDER: To ensure you don't miss out on receiving the Zoom link, please ensure your email address is correct before confirming the ticket order.

This seminar will be recorded, and the recording will be sent to registered attendees within 7 days of the seminar.

SPEAKER |James Whiley TEP

Partner | Hall & Wilcox

James is a Partner in the Private Clients team at Hall & Wilcox. He specialises in estate and succession planning for high and ultra-high net worth clients in Australia and internationally (UK, Europe, USA and Asia). He is experienced in estate and trust disputes including cross-border succession issues and conflicts, tax planning and related advice to trust structures for Australian and UK non-residents, and probate and estate administration.

James is a full member of the Society of Trust & Estate Practitioners (STEP) and holds the TEP designation, having completed the STEP Diploma examination. He is also a committee member of STEP NSW and has completed the STEP Advanced Certificate in Trust Disputes. James is a ranked individual in Chambers High Net Worth 2021-2024 for Private Wealth Law.

BRANCH SPONSOR

STEP NSW Event Sponsor - Equity Trustees

Equity Trustees was established in 1888 for the purpose of providing independent and impartial trustee and executor services to help families throughout Australia protect their wealth. As one of Australia’s largest and oldest listed independent trustees, we offer a diverse range of services to individuals, families and corporate clients asset management, trustee and executor services, estate planning, philanthropic services, Native Title, compensatory trusts, superannuation trusteeship and Responsible Entity (RE) services for external Fund Managers. In 2022, Australian Executor Trustees (AET) joined the Equity Trustees group of companies, expanding our network of offices into all major cities, and the capability of our specialist teams. Together we share a deep commitment to our purpose of helping people take care of the future.

Visit us online for more information or call 1300 133 472.