Below is a list of the lectures STEP Guernsey held during the 2018/19 series. 

If you would like a copy of the slides please enquire.

Lunchtime Lecture No.1

Date: Monday 10th September 2018

Speaker: Carly Russell - Brecher LLP

Carly heads the private wealth team at Brecher, which advises on both UK domestic and international contentious and non-contentious private wealth.

Title of presentation: 

Use and occupation of UK property held in trust: a constructive headache.


Lunchtime Lecture No.2

Date: Thursday 4th October 2018

Speaker: Advocate Anthony Williams - Appleby (Guernsey) LLP

Anthony is Head of Dispute Resolution in Guernsey.

Anthony has significant experience in many areas of corporate litigation and dispute resolution.

Title of presentation: 

Considering the scope of the rule of Hastings Bass in Guernsey via M v St Anne’s Trustees and Liang v RBC Trustees (Guernsey) Ltd.


Lunchtime Lecture No.3

Date: Friday 19th October 2018

Speaker: Neil Hoolahan - Grant Thornton

Neil is a Director in the Guernsey tax team and specialise in Offshore Trust and Company tax advisory and compliance services. At present Neil is working on a number of large restructuring engagements following the recently announced widespread changes to the taxation of non-domiciled individual resident in the UK.

Title of presentation:

Tax.... the future landscape.


Lunchtime Lecture No.4

Date: Monday 5th November 2018

Speakers: Henrietta Mason and Michael Cash - Penningtons Manches LLP.

Henrietta advises on all aspects of contentious private client work, acting for individuals, beneficiaries, executors, trustees and charities in both domestic and international disputes.

Michael leads the Contentious Private Team at Penningtons Manches. He specialises in domestic and international trust and estate litigation including disputed wills, breach of trust claims, administration of estate disputes, and claims under the Inheritance (Provision for Family and Dependants) Act 1975.

Title of presentation: 

“Disclose or be damned”; Beneficiaries’ rights to trust information.


Lunchtime Lecture No.5

Date: Wednesday 21st November 2018

Speaker: Chris Moorcroft - Harbottle & Lewis LLP

Chris is a UK private client, trusts and tax lawyer. He advises international individuals and families on wealth structuring, with a particular focus on clients from Africa and the Middle East.

Title of presentation:

Family Investment Companies; the offshore opportunity.


Breakfast Lecture No.1

Date: Wednesday 5th December 2018

Speaker: Alison Ozanne - Walkers LLP

Alison is a partner and head of the Guernsey Dispute Resolution team at Walkers LLP and was a founding partner of AO Hall, Walkers (Guernsey) LLP predecessor firm. Alison has considerable experience in relation to trust, banking, insolvency and insurance litigation, as well as general corporate disputes.

Title of presentation:

Momentous Decisions: how when and why?


Lunchtime Lecture No.6

Date: Monday 17th December 2018

Speakers: Martin Popplewell and Jo Huxtable – Deloitte

Martin is a Director within Deloitte’s offshore tax practice, based in the Guernsey office. He has been at Deloitte for 15 years, with a background in UK taxation, having spent 7 years as a member of our Leeds Office Corporate Tax department.

Jo is the leader of Deloitte’s Channel Islands tax practice. Originally from London where she trained with Arthur Andersen, she moved to Guernsey in 2003. Since then, she has been involved in a range of projects considering the impact of the global tax transparency agenda on clients and as well as the island governments.

Title of presentation:

Economic Substance – key considerations for 2019.


Lunchtime Lecture No.7

Date: Friday 11th January 2019

Speaker: Ben Rhodes- Grant Thornton

Ben is a Director in Grant Thornton Channel Islands’ Recovery & Reorganisation and Forensic Investigation Services departments. He is a Chartered Accountant, UK qualified and licensed Insolvency Practitioner, Certified Fraud Examiner and qualified member of the Society of Trust and Estate Practitioners.

Title of presentation:

A quizzical approach to liquidations


Lunchtime Lecture No.8

Date: Wednesday 23rd January 2019

Speaker: Lindsay Fox - Platinum Compliance Services

Lindsay has over 30 years in the Guernsey financial services industry, and her strength has been in Compliance, Corporate Governance, Anti-Money Laundering and Training.

Title of presentation:

Corporate Governance / Director's Duties.


Lunchtime Lecture No.9

Date: Friday 8th February 2019

Speakers: Alex Hunt and Sarah Cormack - Mills & Reeve LLP

Alex is a solicitor in Mills & Reeve’s private client team. He specialises in providing advice to individuals, trustees, attorneys and executors in relation to estate planning and taxation matters, particularly where an international element is involved.

Sarah works at Mills & Reeve with international individuals and their families on a range of issues, including advising on the UK tax consequences of residency and domicile and helping international families to strategise their global tax footprint.

Title of presentation:

Property Taxation: Episode 6 – HMRC Strikes Back.


Breakfast Lecture No.2

Date: Monday 11th March 2019

Speaker: Adrian Hale - Guernsey Border Agency.

Adrian is the Head of AML/CFT Policy and Compliance for the Financial Intelligence Service. He has 29 years service in the Guernsey Border Agency started in general administration, progressing to a uniformed officer on the border controls and then an investigation officer.

Title of presentation:

A day in the Economic Crime Division.


Lunchtime Lecture No.10

Date: Friday 15th March 2019

Speaker: Charles Cochrane - Cochrane Adams Fine Art Agent

Charles is a qualified solicitor and has worked as an international fine art agent for nearly 15 years. He obtained his degree from Durham University and practised as a solicitor in private client law and international finance at Linklaters in London.

Title of presentation:

The Rewards and Pitfalls of the Art Market: An independent perspective.


Lunchtime Lecture No.11

Date: Monday 25th March 2019

Speaker: Chris Hards - Ogier

Chris is a Senior Associate at Ogier, Guernsey. He advises on all aspects of trust and foundation law to individuals, fiduciaries and other service providers.

Title of presentation:

Political pressures on the fiduciary industry.


Lunchtime Lecture No.12

Date: Friday 5th April 2019

Speakers: Naomi O'Higgins & Emily Mailer - Howard Kennedy LLP

Naomi advises families, individuals, trustees and beneficiaries involved in disputes, particularly in relation to trusts and estates.

She has particular experience of litigation with international and cross-border elements and has worked with lawyers in a number of foreign/offshore jurisdictions including Jersey, Guernsey, the Cayman Islands, the Bahamas and Switzerland.

Emily is ranked in Chambers HNW and Legal 500 as a leading individual in private wealth disputes. She is recognised as someone "who understands the nuances which arise in what is often family-based litigation" and has been described as "everything you want in a fellow professional litigator".

Title of presentation:

Lessons from the litigators – Pitfalls for Private Client Practitioners.


Lunchtime Lecture No.13

Date: Monday 29th April 2019

Speaker: Piers Master - Charles Russell Speechlys LLP

Piers advises on a full range of international and UK personal tax, trust, succession and estate planning matters. He acts for some of the firm's largest private clients and heads the International Group of our Private Wealth Sector at Charles Russell Speechlys LLP.

Title of presentation:

UK Inheritance and Estate Tax Treaties.


Lunchtime Lecture No.14

Date: Monday 13th May 2019

Speaker: Nicola Saccardo - Maisto e Associati

Nicola, partner of Maisto e Associati, is an Italian lawyer based in the London office. He holds an LL.M. in international tax law from Leiden University. He is a member of the International Academy of Estate and Trust Law, as well as its vice president and chair of its tax committee.

Title of presentation:

Recent developments in Italy.


Lunchtime Lecture No.15

Date: Friday 24th May 2019

Speaker: Mark Hubbard - New Square Chambers

Mark is an English Barrister at New Square Chambers, based in London. Mark has a reputation for domestic, cross-border and offshore contentious cases involving trusts & estates, civil fraud, company and insolvency, often all at the same time. He also advises on non-contenious matters in the same areas.

Title of presentation:

Cryptocurrencies, still too hot for trustees to handle?


Lunchtime Lecture No.16

Date: Friday 7th June 2019

Speaker: Virginie Deflassieux - BDO Guernsey

Virginie Deflassieux was instrumental in starting up the French tax advisory and compliance department when she joined PKF Guernsey in 1993. Virginie brought this expertise to BDO Guernsey following the merger in April 2013.

Title of presentation:

French Taxation and Trusts, eight years on.


SUMMER BONUS Lunchtime Lecture

Date: Monday 17th June 2019

Speaker: Simon Davies - Ogier (Guernsey) LLP

Simon, a Partner at Ogier (Guernsey) LLP, specialises in contentious trusts, commercial litigation, insolvency, administration, receivership, fraud and asset trading, shareholder disputes, breaches of fiduciary duty, professional negligence and mediation.

Title of presentation:

Putting Guernsey on the Map: The Carlyle case and Directors' Duties.