The Society of Trust & Estate Practitioners (STEP) Yorkshire Branch
About Us
STEP is the principal professional body for Trust & Estate Practitioners Worldwide. The Society holds a unique position in the International Wealth-Management market; its members are at the forefront of commercial development in the role in framing pan-jurisdictional financial legislation.
Contact Us:
Clive Barwell, Chairman, STEP Yorkshire Branch:
tel: 011113 238 1043
email: barwellclive@aol.com / clive.barwell@paramountifa.co.uk
Upcoming STEP Yorkshire Events
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Tuesday 21 September, 17.30 for 18.00 concluding at 19.00, Organiser: STEP Yorkshire Branch
Note: the placement of the pin on the map may not be exact
Trustee Issues -
Venue: Addleshaw Goddards , Sovereign House, Sovereign Street, Leeds, LS1 1HQ
Speaker: Richard Wilson
Fee payable: Members £5.00 / Non-members £10.00
Contact: Helen Billing, 01347 810076, helenbilling@woodlandtrust.org.uk, www.step.org
Tuesday 19 October, 17.30 for 18.00 concluding at 19.00, Organiser: STEP Yorkshire Branch
Note: the placement of the pin on the map may not be exact
Anti-Avoidance/POAT/Reservation of Benefit
Venue: Addleshaw Goddard, Sovereign House, Sovereign Street, Leeds, LS1 1HQ
Speaker: Amanda Simmonds
Fee payable: Members £5.00 / Non-members £10.00
Contact: Helen Billing, 01347 810076, helenbilling@woodlandtrust.org.uk, www.step.org
Tuesday 16 November, 17.30 for 18.00 concluding at 19.00, Organiser: STEP Yorkshire Branch
Note: the placement of the pin on the map may not be exact
EU Law/Cross Border - Applicable to Pricate Client
Venue: Addleshaw Goddard, Sovereign House, Sovereign Street, Leeds, LS1 1HQ
Speaker: Timothy Lyons
Fee payable: Members £5.00 / Non-members £10.00
Contact: Helen Billing, 01347 810076, helenbilling@woodlandtrust.org.uk, www.step.org
Tuesday 21 December, 17.30 for 18.00 concluding at 19.00, Organiser: STEP Yorkshire Branch
Note: the placement of the pin on the map may not be exact
Statutory Wills / Court of Protection
Venue: Addleshaw Goddard, Sovereign House, Sovereign Street, Leeds, LS1 1HQ
Speaker: Helen Clarke
Fee payable: Members £5.00 / Non-members £10.00
Contact: Helen Billing, 01347 810076, helenbilling@woodlandtrust.org.uk, www.step.org
Tuesday 18 January 2011, 17.30 for 18.00 concluding at 19.00, Organiser: STEP Yorkshire Branch
Note: the placement of the pin on the map may not be exact
Cross Border Issues - TBC
Venue: Addleshaw Goddard, Sovereign House, Sovereign Street, Leeds, LS1 1HQ
Speaker: John Riches
Fee payable: Members £5.00 / Non-members £10.00
Contact: Helen Billing, 01347 810076, helenbilling@woodlandtrust.org.uk, www.step.org
Tuesday 15 February 2011, 16.30 for 17.00 concluding at 19.00, Organiser: STEP Yorkshire Branch
Note: the placement of the pin on the map may not be exact
Tax Update
Venue: Addleshaw Goddard, Sovereign House, Sovereign Street, Leeds, LS1 1HQ
Speaker: Christopher Whitehouse
Fee payable: Members £5.00 / Non-members £10.00
Contact: Helen Billing, 01347 810076, helenbilling@woodlandtrust.org.uk, www.step.org
Tuesday 15 March 2011, 17.30 for 18.00 concluding at 19.00, Organiser: STEP Yorkshire Branch
Note: the placement of the pin on the map may not be exact
Legal Update
Venue: Addleshaw Goddard, Sovereign House, Sovereign Street, Leeds, LS1 1HQ
Speaker: Geoffrey Shindler
Fee payable: Members £5.00 / Non-members £10.00
Contact: Helen Billing, 01347 810076, helenbilling@woodlandtrust.org.uk, www.step.org
Tuesday 19 April 2011, 16.30 for 17.00 concluding at 19.00, Organiser: STEP Yorkshire Branch
Note: the placement of the pin on the map may not be exact
Soft Skills - Time Management
Venue: Addleshaw Goddard, Sovereign House, Sovereign Street, Leeds, LS1 1HQ
Speaker: John Trimbos
Fee payable: Members £5.00 / Non-members £10.00
Contact: Helen Billing, 01347 810076, helenbilling@woodlandtrust.org.uk, www.step.org
Tuesday 17 May 2011, 17.30 for 18.00 concluding at 19.00, Organiser: STEP Yorkshire Branch
Note: the placement of the pin on the map may not be exact
Budget Report
Venue: Addleshaw Goddard, Sovereign House, Sovereign Street, Leeds, LS1 1HQ
Speaker: Garbutt & Elliott
Fee payable: Members £5.00 / Non-members £10.00
Contact: Helen Billing, 01347 810076, helenbilling@woodlandtrust.org.uk, www.step.org
Tuesday 21 June 2011, 17.30 for 18.00 concluding at 19.00, Organiser: STEP Yorkshire Branch
Note: the placement of the pin on the map may not be exact
Financial Planning for the Elderly Client
Venue: Addleshaw Goddard, Sovereign House, Sovereign Street, Leeds, LS1 1HQ
Speaker: Clive Barwell
Fee payable: Members £5.00 / Non-members £10.00
Contact: Helen Billing, 01347 810076, helenbilling@woodlandtrust.org.uk, www.step.org