Do you have clients with family members, or businesses, in both Ireland and the UK? If so, this conference is for you. Ran in conjunction with STEP (Society of Trust and Estate Practitioners), the conference will consider the key issues impacting cross border succession, including domicile, a comparison of the certain reliefs available and numerous real life case studies.











Cormac Brennan, Partner, O’Connell Brennan Solicitors – Cormac specialises in personal estate and tax planning, wills and succession, trusts (both domestic and international), the administration of estates and contentious probate and trust issues. Cormac is a member of STEP and a Chartered Tax Adviser.

Sheena Grattan – Sheena is a former Senior Lecturer in Property Law at the Queen’s University of Belfast and has been practising at the Northern Ireland Bar for over 20 years. She specialises in Succession Law, Elder Law, Trusts and Charities and is currently chair of STEP Northern Ireland.

Alan Gourley, Tax Director, Grant Thornton (NI) LLP – Alan is a leading UK Tax adviser with over 30 years’ experience in the profession, industry and in the public sector and advises High Net Worth Individuals and their families on all aspects of wealth succession, business succession and structuring for long-term growth. He is Chairman of the Chartered Accountants Ireland NI Tax Committee, represents the Institute on the HMRC External Stakeholder Forum for Wealthy individuals and is a member of the Advocacy and Representation Board of the Institute.

Alison McHugh, Director, Deloitte – Alison is a private client tax adviser who has extensive experience in advising high net worth individuals, family business, private companies and trusts on all aspects of their tax affairs including gift and inheritance tax planning, income tax, residency issues, investment holding structures, implementation and unwinding of corporate and trust structures and governance.

Chartered Accountants Ireland Events

CPD: Check out our online learning options including, the webinar series and virtual classrooms. Remember, training tickets are the most cost-effective and flexible way to purchase CPD for you or your team.