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CONFERENCE
SUMMARY
Wealth & Estate Planning Conference 2023 (ROI/NI):
A Focus on Estate Administration and Related Taxes
Date & time: 25 April 2023 09:30 – 13:30
This year’s theme is: “A Focus on Estate Administration and Related Taxes“. This Conference has been specifically curated for accountants, solicitors, wealth management advisors and other business professionals who are involved in wealth management, estate planning and administration, income protection, trusts and tax advice.
CONFERENCE
SCHEDULE
|
Time: |
Item |
Speakers |
Company/Organisation |
|
9:30 |
Opening Address / Moderator | Barry Kennelly | STEP Chair and Diploma Sub-Committee Member |
|
9:35 |
A Review of the Probate Process | Ruth Higgins | Gerrard L. McGowan Solicitors |
| 10.10 | Only Two Certainties in Life: Death and Estate Taxes | Lauren Clabby | KPMG |
| 10.45 | Estate Clearance Procedures | Maura Conneely | Revenue Commissioners |
| 11.05 |
Coffee Break |
||
| 11.25 | Investment Planning and Risk Management for Assets in Estates | Damian Cooper | Acuvest |
| 12.00 | UK Inheritance Tax Returns and Cross Border Implications | Alan Gourley
Una Ryan |
Grant Thornton
Grant Thornton |
| 12.35 | Retirement income: Protection Strategies | Catriona Coady
Aodhan Deane |
Goodbody
Goodbody |
| 1.05 | Panel Discussion | Sinead Fox-Hamilton
Damian Cooper Catriona Coady Aodhan Deane |
|
| 1.20 | Closing remarks and event close | Sinead Fox-Hamilton | Chartered Accountants Ireland |
CONFERENCE
SPEAKERS
Barry Kennelly
Barry is a Director, Tax and Wealth Structuring, Financial Planning at Davy Private Clients.
Ruth Higgins
Ruth Higgins is a Partner with Gerrard L. McGowan Solicitors based in North County Dublin practising in the area of Private Client and advises on Capital Taxes, Wills, Probate, Trust and Estate planning. Ruth is a past Chairperson and current member of the Taxation Committee of the Law Society of Ireland, past Chairperson of the Tax Administration Liaison Collections Committee (TALC Collections), past Chairperson and current member of the Tax Administration Liaison Audit Committee (TALC Audit), an Associate of the Irish Taxation Institute (Chartered Tax Adviser), and a Notary Public. Ruth has recently been involved in the TALC Subgroup reviewing Non-Resident Vendor Clearance Procedures and Clearance procedures for Estates.
Lauren Clabby
Lauren Clabby is a Director in KPMG Ireland’s direct tax group. Lauren has over 15 years’ private client experience, specialising in income tax, capital gains tax and capital acquisitions tax, and providing direct tax advisory and compliance services to high-net-worth individuals. Lauren has a BCL from UCD and is a chartered tax advisor (CTA). Lauren is a regular contributor to the Irish Tax Review and lectures on personal tax matters.
Maura Conneely
Maura is the manager of the Business Taxes Systems team in Revenue’s Personal Division. The team’s work includes delivering the main annual business tax returns and a range of IT projects including etax clearance, eCG50 and a range of other online developments. The team also supports customers in registering for Revenue’s myAccount which is the online channel for PAYE taxpayers.
Sinead Fox-Hamilton
Sinead is a Law graduate and Fellow Chartered Accountant who has enjoyed a diverse career spanning varied Finance, Recruitment and Consulting positions. In her current role with Chartered Accountants Ireland, she showcases the Chartered Accountancy profession, supports career and professional development journeys along with working with employers to implement relevant training and learning solutions to support talent management. Sinead was noted in Northern Ireland’s ‘Top 40 under 40’ and ‘Top 20 Inspiring Women’ listings and was also recognised for her ‘Services to Accounting and Finance’ in the Northern Ireland Women’s Awards. She is a past winner of Chartered Accountants Ireland ‘Chartered Star’ competition.
Head of Private Clients and Investments. Acuvest.
Catriona Coady
Catriona Coady is Head of Tax within Wealth Management in Goodbody and is responsible for assisting clients in developing and implementing their strategic financial planning, tax and investment goals. She is adept in advising on investment and tax solutions covering succession and retirement planning. Prior to working for Goodbody she spent over 20 years working with big 4 firms providing tax advice to international and domestic clients. Catriona is a CTA, TEP, CFP and a STEP Ireland Committee member. She is a regular contributor to media on tax and financial planning related matters.
Alan Gourley
Tax Partner, 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.
Aodhán Deane
Aodhán Deane is a Tax Specialist within Wealth Management in Goodbody and advises clients on a broad range of tax and financial planning scenarios, from inheritance and succession planning to corporate structuring and business exits. Prior to working at Goodbody, he spent 7 years working with a Big 4 accountancy firm, providing tax advice to high-net-worth individuals and their families. Aodhán is CTA and ACA. He has also delivered inhouse tax training sessions and has lectured for STEP Ireland on tax matters.
FUTURE
EVENTS
18 May – Annual Conference
The Annual Conference is back, this unmissable event will take place at the Morrison Hotel, Dublin on 18 May 2023. Join us for an afternoon of in-person networking and learning curated to allow finance and business professionals of all levels the opportunity to focus on the future.
We’re delighted to have former Ireland Rugby Captain Jamie Heaslip as our Keynote speaker and sports broadcaster Jacqui Hurley as host and MC at our Annual Conference
With a packed agenda covering pivotal topics such as understanding the next generation and emerging trends in talent and retention, there will be a strong emphasis on technology along with the critical developments in sustainability and cyber-crime and how the Chartered Accountant of the future can stay resilient. Attendees will also enjoy the opportunity to network, connect and engage with likeminded professionals in a face-to-face setting.