WEBINAR
LUGANO
TUESDAY, 21 JANUARY 2025 | 16:30 - 18:00

Global Trends for Private Clients: STEP Lugano Annual Virtual Forum 2025

SPEAKERS

TOPIC
Global Trends for Private Clients

WELCOME AND EVENT MODERATOR
Filippo Turato, Chair of STEP Lugano and Member of the Executive Committee Capital Trustees

PLENARY SESSION
Jérôme Barré, Chair of STEP France and Partner at Cabinet Yards in Paris

! THE PREFERRED ROOM OF EACH SESSION HAS TO BE SPECIFIED IN THE BOX “COMMENTS” !

 

FIRST BREAK- OUT SESSION in two different ROOMS from 17.00 - 17.30 choose one ROOM!


ROOM 1:

Lump-Sum Taxation in Switzerland: trends, cantonal insights and relocation strategies
Michael Fischer, Partner at Fischer Ramp Buchmann in Zurich

 

ROOM 2:

US Tax Updates and US Beneficial Ownership Reporting: The Corporate Transparency Act

Jonathan Sambur, Partner at  Eversheds Sutherland LLP in Washington

 

SECOND BREAK-OUT SESSION in two different ROOMS from 17.30 - 18.00 choose one ROOM!

 

ROOM 3:

The UK after the Autumn Budget: Insights, Challenges and opportunities

Mara Monte, Partner at Withers in London 
Hannah Donne, Associate Private Client and Tax Team at Withers in London

 

ROOM 4:

Purpose trusts: recent trends from Jersey and Guersney

Alexa Saunders, Partner at Carey Olsen in Jersey
Natasha Kapp and Partner at Carey Olsen in Guersney


STEP OFFICE Zug
Corinne Graf
Events/Admin

Date
TUESDAY, 21 JANUARY 2025 | 16:30 - 18:00

Venue
WEBINAR
MS Teams
Link and presentation will be sent in advance
recorded

Registration by
MONDAY, 20 JANUARY 2025

CPD
1 1/2 hours towards CPD obligation

Fee


!!! THE PREFERRED ROOM OF EACH SESSION HAS TO BE SPECIFIED 
IN THE BOX “COMMENTS” !!!


Timetable 
16.25 - 16.30 / Registration and Welcome
16.30 - 17.00 / Plenary Session
17.00 - 17.30 / ROOM 1 or ROOM 2 (first Session) 
17.30 - 18.00 / ROOM 3 or ROOM 4 (second Session)


Annulation

Booked places can be cancelled up to 24 hours before the event. Only cancellations made in due time will be refunded. Substitutions may be made at any time.

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