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Here you will find recordings of our STEP lectures. 

Due to the outbreak of COVID-19, during 2020 and 2021 the STEP Guernsey Branch offered a series of online lectures for industry professionals to keep up to date with their CPD. 

To access lectures, please contact us for the password.

Viewing fees are payable per person as follows:

  • STEP Member/Student - £15

  • STEP Non Member - £20

The STEP Lecture Series is

generously sponsored by Ogier LLP

Date of live lecture: 1st December 2021
pic: Stress-testing Structures - reviewing structures to ensure they are fit for purpose and can withhold challenges

Speakers: Jonathan Arr, Nicholas Harries and Charlie Maydon-Grace, Macfarlanes

Presentation Summary

  • The validity of structures

  • The validity of transactions

  • Governing law/location of trustees

  • Capacity

  • Communication

Date of live lecture: 22nd March 2021
pic: Dealing with US connected persons from a UK perspective

Speaker: James Frampton, Michelmores LLP. 

Presentation Summary

  • Identifying US citizens and accidental US citizens

  • US and UK tax issues to consider when looking at estate planning for US/UK connected clients and common solutions

  • Ownership of UK property for US/UK married couples and ways to mitigate the US tax burden

  • US trusts and why these can be difficult from a UK perspective

  • Issues arising to trustees of non US trusts where there is a US beneficiary

Date of live lecture: 12 March 2021 

Topic: Exiting Problem Client Relationships - Issues and how to Deal with them.

Speaker: Anthony Williams, Appleby 

Presentation Summary

 The presentation covers the issues that can arise when seeking to exit problem client structures, specifically how and when to communicate with the client, navigate financial crime and regulatory issues, and the options available in terms of seeking relief from the Courts.

Date of live lecture: 10 March 2021 

Topic: Beyond Brexit : An overview of the 2020 EU relationship negotiations.

Speaker: Jo Reeve, States of Guernsey 

  • What the new Trade and Cooperation Agreement (TCA) means for Guernsey and its place in the world

  • How Guernsey will participate in the TCA and the impact it will have on trade and our relationship with the EU

  • Participation on trade agreements with the rest of the world

Date of live lecture: 16 February 2021 

Topic: Areas of Danger for Trustees and Company Directors - an Insolvency Practitioner's Perspective

Speaker: Ben Rhodes, Grant Thornton 

​Presentation Summary

  • Governance

  • The insolvency ‘twilight zone’

  • Accounting information and directors’ personal exposure

  • Potential threats and ways to mitigate those threats

Date of live lecture: 5 February 2021 

Topic: Growing your Aviation Department

Speaker: Matt Whitfield 

Presentation Summary
Matt presents about some of the issues you may encounter within Trust in managing your Aviation department and will invite you to join him in a workshop-style session.


Matt will be covering the following topics which may arise, such as:

  • What does trust look like in aviation and why.

  • What will trust lead to and what you should expect?

  • Choosing those to join your aviation department and what to consider

  • Your health check and audit - GFSC and Moneyval

  • A case study

  • Questions to ask

  • Things you should expect.

  • Finding the support you need.

Date of live lecture: 12 January 2021 

Topic: Matters to consider when your client is relocating

Speaker: Gilly Kennedy-Smith, Mills & Reeve 

​Presentation Summary

Gilly Kennedy-Smith from Mills & Reeve LLP will guide you through considerations to bear in mind where your clients are either looking to become UK resident or attempting to sever ties with the UK.


This talk will include a run through domicile, the statutory residence test, what to think about when advising clients with international interests, as well as highlighting immigration, property and tax changes.