Trusts & Taxation Half-Day Conference

About the Conference:

Maeve Wynne-McCorry (Morton Fraser): Personal Injury Trusts - how can they help our clients? 

Personal Injury Trusts can be a valuable solution for clients who are due to receive compensation as a result of a personal injury, and may be concerned about how the compensation can affect their entitlement to means-tested benefits, how they would fund long-term care, or how they would deal with the funds if they are vulnerable. This seminar will cover what a Personal Injury Trust is and an overview of how they are set up, before exploring some common client questions, with the aim of widening awareness of Personal Injury Trusts as an option to your clients. 

Beth Evans & Peter Murrin (Turcan Connell): Trusts Q&A and FAQ

Pete and Beth will discuss some frequently asked questions relating to trusts practice and invite submission of questions (whether anonymously or otherwise!) ahead of the session to allow delegates to get the most out of the session. Please send all questions to library@rfpg.org.

Question can be read anonymously.

Sandy Lamb (Lindsays): A Seminar on the new Trusts (Scotland) Bill

Hugh Boyle (Johnston Carmichael): Taxation

About the Speakers:

Maeve (she/her) is an Associate with Morton Fraser LLP. She advises a wide range of clients, including executors and beneficiaries of estates, individuals in the preparation of tax-efficient Wills and Powers of Attorney, and the settlors and trustees of trusts - with a particular focus on Personal Injury Trusts. She is a full member of the Society of Trusts and Estate Practitioners (STEP) and is a Notary Public. She is a volunteer solicitor for the University of Strathclyde Law Clinic. Following qualification as a solicitor, she gained a Master's degree in Mediation, Negotiation and Conflict Resolution from the Universidad Carlos III de Madrid in Spain.

Pete Murrin is a partner in the Tax & Succession team at Turcan Connell in Glasgow.  Pete is a TEP and accredited by the Law Society of Scotland in Trusts Law and Private Client Tax.  He writes and maintains content on trusts in Scotland for Lexis Nexis. 

 

Beth Evans is an associate in the Tax & Succession team at Turcan Connell in Glasgow.  Beth is a TEP and has wide ranging experience in dealing with trust formation and administration matters, including aspects of dispute and dispute resolution.

More information will follow shortly.