Join us for our 2025 Private Client Conference, hosted by Liverpool Law Society, in conjunction with STEP Liverpool and Professional Liverpool.
9:00-9:35- Registration, refreshments and introduction- Kelly Monaghan, Chair of STEP Liverpool
9:35-10:30- Probate Update- Julie Bell, Read Roper
10:30-11- Post-Budget insights: inheritance tax changes for the future- Vicki Harper, Evelyn Partners
11-11:20- Refreshments, snacks and networking
11:20-12- Trusts and inheritance tax- Iris Wuenschmann-Lyall
12-1- Wills Bill 2025- Stephen Lawson, IDR Law and Ian Bond, Irwin Mitchel
1-1:45- Buffet Lunch provided by Gino D’acampo restaurant and networking
1:45-2:25- TBC
2:25-3:05- TBC
3:05-3:15- Summary and Thanks- Kelly Monaghan
What to Expect:
-Insights on best practices and recent case law developments
-Expert speakers, including top solicitors, financial planners & tax specialists
-Networking opportunities with fellow professionals
Speakers Include:
-Julie Bell – Consultant Solicitor & Private Client Expert
-Ian Bond – Specialist in Wills, Trusts, and Estate Planning
-Vicki Harper – Chartered Financial Planner
-Stephen Lawson – Contentious Probate Solicitor & STEP Founders Award Recipient
-Kelly Monaghan – Chair of STEP Liverpool & Private Client Senior Associate
-Iris Wuenschmann-Lyall – Trust & Tax Expert, Lecturer, and Author
Proudly sponsored by:
-Evelyn Partners
–Kin Probate