Name: Private Client Tax Conference
Start: 2025-11-10T09:30:00+00:00
End: 2025-11-10T16:30:00+00:00
Location: The Milner York

STEP Yorkshire and ATT/CIOT Leeds Branch are delighted to invite you to our jointly held tax conference in York.
About this Event

STEP Yorkshire and ATT/CIOT Leeds Branch are delighted to invite you to our jointly held tax conference in York.

We are looking forward to welcoming Robert Jamieson MA FCA CTA (Fellow) TEP who will be discussing the following topics;

· Personal tax planning for high net worth clients

· Advising on whole of life tax planning

This will also be a great opportunity to meet with and network with other STEP and ATT/CIOT members.

Each morning and afternoon session will include a 15 minute comfort break.

If you have any dietary requirements, please make us aware of this.

[email protected]

Agenda

🕑: 09:30 AM - 10:00 AM
Registration
🕑: 10:00 AM - 11:30 AM
Personal Tax Planning for high net worth clients
🕑: 11:30 AM - 11:45 AM
Tea/Coffee Break
🕑: 11:45 AM - 12:45 PM
Personal Tax Planning for high net worth clients
🕑: 12:45 PM - 01:45 PM
Lunch Break
🕑: 01:45 PM - 03:15 PM
Advising on whole of life tax planning
🕑: 03:15 PM - 03:30 PM
Tea/Coffee Break
🕑: 03:30 PM - 04:30 PM
Robert Jamieson & Close