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Thursday 11th June 2026
Beau Sejour - Dave Ferguson Hall
8.15 a.m. - 4.30 p.m.
Earlybird Bookings* until 15 May 2026
Member £210
Non Member £250
STEP Student £195
Standard bookings* from 16 May 2026
Member £260
Non Member £295
STEP Student £235
*All bookings subject to an administrative booking charge -
STEP Guernsey is a locally registered Non Profit Organisation and is self funding.
STEP SPONSOR PARTNERS
STEP Guernsey, as a Non Profit Organisation, relies on sponsorship to be able to put on our professional events.
Thanks to the following businesses for their sponsorship of the 2026 Conference:
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Trust in transition
Navigating Change in a Shifting World
2026 AGENDA
08.15 - Networking Breakfast
09.00 - Greta Pender, STEP Guernsey Chair
Welcome, student awards and sponsor introduction
09.10 - Grant Thornton and Ogier
Sponsors' welcome
09.20 - Emily Deane, Technical Counsel, STEP Worldwide
STEP Worldwide Public Policy Update
09.45 - Ian Younger, KPMG and Patrick Harney, Mischon de Reya
10.15 - Coffee Break
10.40 - States of Guernsey/FIU Industry Update
11.05 - Regulatory/Technical Panel Session
- Helen Wyatt, Mourant
- Gillian Browning, GFSC
- Matt Guthrie, Ogier (moderator)
11.50 - KEYNOTE: Kay Baker, Ellison's Solicitors
Marcus and Marcus Case Study
12.30 - Lunch Break
13.35 - STEP Next Gen Panel Session
- Paul Hodgson, Praxis
- Kim Sgarlata, Opera Group
- Louis Waterman, NSM Group
- Theo Hannah, Carey Olsen (moderator)
Then, Now & Next: Past Lessons & Future Proofing Tomorrow
14.05 - Chris Moorcroft, Harbottle & Lewis and Phil Radford, Saffery
Impactful Investments
14.35 - Phil Eyre, Leaders Consultancy
15.00 - Coffee break
15.25 - Panel Session
- Catherine Moore, Ogier
- Greta Pender, Collas Crill Trust
- Bryony Cove, Farrer & Co.
Case Studies: What Goes Wrong as a Trustee – and How to Prevent It
16.00 - Neil Hoolahan and Liz Green, Grant Thornton
The Afterlife in the Non-Dom Graveyard
16.30 - Thanks & End
Please note that the agenda and speakers may be subject to change.
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2026 CONFERENCE SPONSORS
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STEP Guernsey is grateful to the following sponsors for their support
Co-headline sponsor
Ogier is a professional services firm with the knowledge and expertise to handle the most demanding and complex transactions and provide expert, efficient and cost-effective services to all our clients. Our lawyers provide practical advice on a unique combination of six laws: BVI, Cayman, Guernsey, Irish, Jersey and Luxembourg. Our global network of offices covers Asian, European and US time zones.
Offering a seamless contentious and non-contentious private wealth advisory service, including relevant corporate support to structures underlying trusts, Ogier's Private Wealth team is focused on providing the right advice for each client. Our Contentious Trusts team can help resolve local and cross-border disputes concerning trusts and foundations, should the need arise. Additionally, our high-value residency teams in Cayman, Guernsey, and Jersey advise domestic and international clients on buying and selling residential property and associated estate planning.
We are part of the Schroders Group, offering bespoke financial services to high net worth individuals and locally based financial services businesses.
About our services:
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Multi-currency savings accounts including call, notice and term deposit accounts
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Foreign exchange, both spot and forward
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Property lending services against property located in the UK and the Channel Islands
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Lending services against quoted investment portfolios
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Wealth management (via our broader Schroders Wealth Management network)
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Private Banking for high net worth individuals
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Bespoke offshore banking for UK resident and non-domiciled individuals
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Asset finance solutions
gold (eco) sponsor
SILVER SPONSOR
Networking breakfast
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.
They are the largest law firm in Guernsey, offering advice on corporate and finance, investment funds, dispute resolution and litigation, restructuring and insolvency, trust and private wealth and property matters. They work alongside all of the major international law firms and accountancy firms advising global financial institutions, high net worth individuals, family offices, directors, trustees and private clients.
With a fully integrated practice, they also represent trustees, executors and beneficiaries in contentious trust and private client matters and have appeared in many significant offshore trust cases to come before the courts, including representing clients before the Privy Council in the UK.
Investec Channel Islands is a leading financial services provider with offices in both Guernsey and Jersey, offering tailored wealth management and banking solutions to individuals, intermediaries, and institutions.
We are part of the wider Investec Group, a specialist international bank and wealth manager with a strong presence in key global markets. This allows us to combine deep local understanding with the strength, expertise and reach of an international financial institution.
For many years, we’ve been supporting clients across the Channel Islands with bespoke advice and solutions, designed to meet the demands of an evolving financial landscape. Our long-standing client relationships reflect the trust we’ve built by listening closely, understanding unique needs, and consistently delivering a personal and forward-thinking service.
silver sponsor
Networking lunch
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Bronze SPONSORs
At Titan Wealth we specialise in equity investing, researching and investing directly into shares of companies worldwide. This focus can add value through performance and can significantly reduce costs compared to a fund of funds.
Whilst our core focus is on equity investing, we also invest across multiple asset classes to aid portfolio diversification including fixed income, property and alternatives which includes absolute return, private equity and infrastructure.
Investment performance is our main priority and our process is geared towards the long-term preservation and growth of wealth in line with your needs, expectations and attitude to risk.
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At aspida, we focus on supporting organisations with their day‑to‑day regulatory obligations and strengthening governance, risk and assurance frameworks, allowing leadership teams to focus on strategic growth - with confidence.
Our approach combines deep regulatory expertise with digital‑first delivery, supported by highly qualified professionals and innovative technology.
Technology‑driven compliance & advisory solutions
Our team of experienced practitioners deliver technology‑driven compliance and advisory solutions, providing trusted regulatory, risk and governance support to organisations operating across multiple jurisdictions. From traditional advisory services to cutting‑edge technology, we empower businesses while ensuring robust compliance and risk management.
Our advisory services comprise regulatory compliance support (including MLRO, MLCO, Compliance Officer and Nominated Officer roles); risk management and independent assurance; internal audit; cyber resilience; policies, procedures and controls; and corporate governance advisory.
Our technology solutions include Resolver by aspida - an industry‑leading GRC SaaS platform - together with AI‑enabled tools supporting regulatory intelligence, AML, screening, onboarding and customer risk assessment.
Founded in 2007, Resolution IT is a trusted provider of IT support, cyber security solutions and digital transformation services to the financial services sector. With offices in Guernsey, Jersey and Dubai, and as a Zenzero company, we offer our clients access to the expertise of over 600 leading technology professionals worldwide.
Our 50-strong local team of accredited specialists is dedicated to helping businesses streamline operations, secure critical assets, enhance client experiences and drive sustainable growth. Utilising best-in-class software and proven processes, we deliver proactive, tailored solutions that meet the demands of regulated, high-pressure environments.
With over 17 years of experience supporting the finance and professional services industries, Resolution IT is expertly positioned to drive success for regulated businesses in high-pressure environments.
At Vega Technology we develop solutions that simplify processes and provide an environment for you and your team to focus on business priorities.
We pride ourselves on our exceptional customer service and if you are unsure of how to implement digital transformation and cloud migration, we are here to support you all the way.
Our broad expertise in regulatory compliance helps you navigate your way through ever-changing national and international requirements. What’s more, with high-level security built into the core of every single one of our solutions, you can rest assured that every transaction and communication is secure.
To learn more, please visit vegatechnology.com
TERMS AND CONDITIONS
BOOKINGS
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.
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 from the same firm can be named at any time.
STEP Guernsey will levy a booking fee for paying by credit/debit card and/or raising an invoice. Booking fees are non-refundable.
Special arrangements: If you have any special requirements, please inform us at the time of registration.
Disclaimer
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.
