STEP Guernsey’s flagship event allows delegates to meet, network and gain important knowledge and technical updates from outstanding speakers in the industry. Delegates will gain valuable CPD points whilst learning from industry experts from a broad range of relevant and current topics.

For 2020, this will now be held on Wednesday 25th November in the David Ferguson Hall at Beau Sejour, Amherst, St Peter Port, Guernsey.

With thanks to our sponsors for their generosity  and patience

Conference Line up

(check back for updates)


  • Conference line-up

    • STEP Student Awards and (virtual) Global Update - STEP Worldwide Chair Simon Morgan and STEP CEO Mark Walley
    • Keynote address (virtual) - Thomas Dumont QC, Radcliffe Chambers
    • Case Law Update - Natasha Kapp, Carey Olsen
    • Changing Hats, from Trustee to Director and beyond - Sarah Brehaut and Matt Sanders, Walkers LLP
    • GFSC Update - Fiona Crocker, Guernsey Financial Services Commission
    • FIU Update - Adrian Hale, Guernsey Border Agency
    • 'Wunderkammer' - inside the TSCP's cabinet of curiosities (chattels micro sessions) - Rudy Capildeo, Charles Russell Speechlys | Sophie Marquis, Marquis | Bruce Maltwood, Sarnia Yachts
    • Family Office Panel - Michael Betley, Lydia Essa, Jo Huxtable and Russell Clark

Make sure you also visit the various stands in the main hall and concourse area which are there to encourage both networking and career enhancement.

We will also have stands for to visit during our breaks to hear more from our sponsors Carey Olsen, Babbé and Saffery Champness as well as BDO Guernsey. We encourage you to pay these a visit to learn more about their organisations.

*NEW* for this year is our networking breakfast starting at 8.15am.

Attendance for the entire day at the STEP Conference qualifies for 7 CPD points (see CPD information note below).


This year's conference is brought to you by FWS Ltd



Costs below are per person (to include light breakfast, refreshments, buffet lunch, delegate pack).

Early-bird offer available until 25th October 2020:

STEP member = £165*

Non-member = £195*

From Monday 26th October 2020 the following prices will apply:

STEP member = £195

Non-member = £225

*The above prices are subject to Eventbrite's booking fees.  These will be £13.48 for members and £15.80 for non-members.

Payment can be made by card via Eventbrite at the time of booking, or you can select 'pay by invoice' and we will send that to you upon receipt of your booking.

STEP Sponsor Partners

STEP Guernsey, as a Non Profit Organisation, relies on sponsorship to be able to put on our professional events.

The 2020 Conference is sponsored by the following businesses:

Our Sapphire Sponsor is Carey Olsen.  Carey Olsen is a leading offshore law firm advising financial institutions, corporations and private clients on Bermuda, British Virgin Islands, Cayman Islands, Guernsey and Jersey law from a network of nine international offices. 

Carey Olsen’s roots in Guernsey go back to 1898.  Today they are the largest law firm in Guernsey, offering their clients the full range of corporate and finance, investment funds, dispute resolution and litigation, trust and private wealth as well as property legal advice. They work alongside all of the major international law firms, accountancy firms and insolvency practitioners and their clients include global financial institutions, investment funds, private equity houses, multi-national corporations, sovereign wealth funds, high net worth individuals, family offices, directors, trustees and private clients.  They also provide a comprehensive range of legal services under the laws of Alderney and Sark.

To learn more visit


Our Gold Sponsor is Babbé.  Babbé is a leading Guernsey law firm with a reputation for delivering exceptional legal services. Their highly experienced team are responsive, knowledgeable, pragmatic and effective. They offer specialist legal advice and representation to global and local financial institutions, fiduciaries, funds, high net worth individuals, family offices and private clients.

Guernsey is a world-class offshore financial centre and Babbé has continually led the way in developing legal specialisms that set the standards in the legal offshore market.  Babbé is known for their market leading depth of experience in dispute resolution, banking and finance, corporate, trusts, family offices and private wealth. In addition, they regularly advise on complex financial services regulatory issues, insolvency and restructuring, employment and property matters. They provide their clients with an integrated and seamless service with whom they have formed genuine partnerships built over a century of practice. Babbé are approachable and accessible, and have the skills, expertise and scale to handle the most demanding, complex and innovative instructions.

To learn more about Babbé visit


Our Silver Sponsor is Saffery Champness Registered Fiduciaries.  Saffery Champness Registered Fiduciaries has been established in Guernsey for over 40 years and is one of the largest independent providers of fiduciary services on the island, combining our independence with professional ethos and heritage.

Employing over 120 people in Guernsey, we maintain strong links with colleagues in our Swiss and Dubai offices.  Our teams are highly experienced in dealing with multi-jurisdictional, often complex, structures across different asset classes.

Saffery Champness Registered Fiduciaries has a long and proud history of providing multi-jurisdictional trust and company administration services to international private clients and family offices, their principals, family members and their trusted advisers. However we go beyond that role and our clients consider us trusted advisers with a seat at the Family Office table. We think ahead and, by using our professional skills and international experience, add value by providing strategic input to our clients’ decision-making processes.

For more information, contact:

Lisa Vizia
T: 01481 721374


Bronze Sponsor,  BDO Guernsey will be present to show their support at the event and be on hand to provide more information about their businesses.

BDO Guernsey is part of BDO International - one of the largest global accounting and advisory practices, working in over 160 jurisdictions.  We bring together a range of personalities and experience across audit, tax, advisory and outsourcing. Our specialist Private Wealth sector in Guernsey advises private individuals, family offices and licensed independent and bank-owned fiduciaries that are locally-owned and part of international groups.  Our advice is tailored to each client’s market, industry and circumstances.  We’re a firm that’s focussed on providing expert advice and support with a proven track record for finding the answers that help our clients get to where they want to be.

To find out more visit


Conference information 

Anticipated running order

8.15am - Networking breakfast

9.00am - Welcome speeches & STEP student awards

9.40am - 12.30pm Guest speakers (includes coffee break)

12.30pm - Buffet lunch

1.30pm - 4.45pm Guest speakers (includes coffee break)

4.45pm - Thanks and close

CPD Certificates

Please note that STEP Worldwide have confirmed that in order to claim your STEP CPD points for attendance, you will need to self certify. If called by STEP for audit, you would be expected to explain that you had reflected on the learning obtained from this activity and identify how it would assist you at work. If you submit to another professional body they may have different requirements so please check these directly with your regulator.

If you wish to receive a physical CPD certificate please note this when booking your ticket and one will be emailed to you following the event.


Please read this section carefully 

Registration: You will receive an email confirmation in advance of the conference, if you do not receive an email confirmation, please let us know. If you request an invoice this will be raised on receipt of your booking and our payment terms are 14 days. Payment of invoices can be made by BACS or Cheque.

Cancellations: All cancellations must be made in writing. A fee of 100% will be levied in respect of any cancellation made less than 14 days prior to the commencement of the event. A fee of 50% will be levied for cancellations made between 21 and 14 days prior to commencement. A substitute delegate can be named at any time.

Booking fees are nonrefundable. 

Special arrangements: If you have any special requirements, please inform us at the time of registration.

COVID-19 Update

The well-being and safety of the local community has always been, and always will be, the highest priority for the STEP Guernsey branch. During this unprecedented time, STEP Guernsey is proactively monitoring the status of the COVID-19 (Coronavirus) outbreak, and relying on facts presented by the Guernsey Public Health Authority and the World Health Organization.

STEP Guernsey will continuously monitor news, guidelines, and regulations that could impact the upcoming conference at short notice. Any changes or revisions to holding the conference as scheduled will be communicated to those who have registered and subsequently made known through all of STEP Guernsey’s communication channels.


In the event that STEP Guernsey postpones the Event, any payment the Delegate has made to STEP Guernsey as at the date of postponement will be credited towards the rescheduled date. If the Delegate is unable to attend the rescheduled event or if STEP Guernsey cancels the Event indefinitely, the Delegate shall be entitled to receive 100% refund of all sums paid to STEP Guernsey.

Delegates are advised to take out the appropriate travel insurance. STEP Guernsey shall not be responsible for any loss or damage as a result of substitution, alteration, cancellation or postponement of an event due to an event of force majeure, unforeseen occurrence or any other event that renders performance of this event inadvisable, illegal, impracticable or impossible. For purposes of these booking conditions an event of force majeure shall include but shall not be limited to: adverse weather, government restrictions and/or regulations; war or apparent act of war; terrorism or apparent act or threat of terrorism; civil disorder; disturbance and/ riots; curtailment; suspension and/or restriction on transportation facilities/means of transportation; or any other emergency or circumstances outside a party's reasonable control.