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Thursday 10th June 2021

Beau Sejour - Dave Ferguson Hall

8.15 a.m. - 5.00 p.m.

Earlybird Bookings* until 10 May 2021

Member £180

Non Member £210

Bookings* from 11 May 2021

Member £200 

Non Member £230

*All bookings subject to an administrative booking charge


STEP Guernsey, as a Non Profit Organisation, relies on sponsorship to be able to put on our professional events.

The 2021 Conference is sponsored by the following businesses:



08:15    Networking Breakfast
09:00    Welcome, thanks and awards - Rupert Morris, STEP Guernsey Chair
09:20    STEP Global Update - Nancy Golding, Step Worldwide Chair
09:30    Natasha Kapp, Carey Olsen

10:20    Coffee Break
10:40    Tax overview, KPMG
11:20    Keynote Speaker: Penelope Reed QC, 5 Stone Buildings

12:20    Lunch Break
13:20    Adie Hale, FIU
13:40    Charisma Lyall, GFSC
14:00    Around the World - virtual microsessions

             - Patricia Woo, Squire Patton Boggs Hong Kong
             - Sunita Singh-Dalal, Stephenson Harwood ME, Dubai
             - Diana Kalyaeva, PWC Russia
             - Neil E. Schoenblum, Preservation Trust Company, Nevada

15:20    Coffee Break
15:35    Panel Session - Global Covid Trends
             Panellists: Alison Parry, Elaine Graham, Jane Niles, Caroline Prow 
             Moderator: Elaine Gray
16:55    Closing remarks and thank you

17:00    End




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STEP Guernsey is grateful to the following sponsors for their support


Carey Olsen is a leading offshore law firm advising financial institutions, corporations and private clients on Bermuda, British Virgin Islands, Cayman Islands, Guernsey and Jersey law from a network of nine international offices. 

Carey Olsen’s roots in Guernsey go back to 1898.  Today they are the largest law firm in Guernsey, offering their clients the full range of corporate and finance, investment funds, dispute resolution and litigation, trust and private wealth as well as property legal advice. They work alongside all of the major international law firms, accountancy firms and insolvency practitioners and their clients include global financial institutions, investment funds, private equity houses, multi-national corporations, sovereign wealth funds, high net worth individuals, family offices, directors, trustees and private clients.  They also provide a comprehensive range of legal services under the laws of Alderney and Sark.

To learn more visit


Main Event


Eco package

Aspida Group are a leading support and advisory business. We focus on helping you define, mitigate and manage risk, whilst you focus on growing your business.

Our Compliance, Risk Management and Assurance services are built around highly qualified and skilled staff providing multi-jurisdictional support tailored to fit your needs. We can bring you the most up-to-date processes and procedures used within the financial services world.

Formed from the merger of Active and Optimus Group, Aspida has been providing business support services across a range of jurisdictions since 2002 and prides itself in its commitment to its people and the communities it operates in.

To learn more visit


Where it is needed. How it is needed. 

Ocorian is a global leader in fiduciary, private client and corporate services, fund administration and capital markets. 

No matter where in the world our clients' hold financial interests, or however they are structured or need to be supported, we will provide a tailored and personalised solution that is individual to their needs and fully compliant to the needs of their stakeholders, regulators and the investment itself.

Our extensive experience in establishing and managing complex, high-value structures helps protect, preserve and plan for the future of our clients’ personal and family wealth.

To learn more visit 


Networking breakfast



RBC Wealth Management has provided trusted advice and wealth management solutions for over a century. We are a global organisation, bringing our diverse expertise and deep knowledge to the financial needs of our clients.

We earn our clients’ trust by building lasting relationships and confidence. Every interaction with us is defined through our core values and culture of doing what’s right for our clients and the communities we operate in.

Forward-looking, innovative and committed to helping clients thrive and communities prosper – we are the partner you can depend on to help you achieve your financial goals.

To learn more visit


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Trustquay are industry specialists with over 30 years’ experience in servicing the specific technology needs of the Trust, Private Client, Corporate Services and Fund Administration sectors.

We have a global reach, supporting a diverse range of clients in over 30 jurisdictions, via a network of eight offices providing global support, local expertise and multi-lingual capabilities.

We are trusted partners recognised as the technology partner of choice, supporting clients ranging from specialist local boutiques through to the worlds’ largest multinational wealth management organisations.

To learn more visit



Please read this section carefully


Registration: You will receive an email confirmation in advance of the conference, if you do not receive an email confirmation, please let us know. If you request an invoice this will be raised on receipt of your booking and our payment terms are 14 days. Payment of invoices can be made by BACS.


Cancellations: All cancellations must be made in writing. A fee of 100% will be levied in respect of any cancellation made less than 14 days prior to the commencement of the event. A fee of 50% will be levied for cancellations made between 21 and 14 days prior to commencement. A substitute delegate from the same firm can be named at any time.


STEP Guernsey will levy a booking fee for paying by credit/debit card and/or raising an invoice. Booking fees are non-refundable. 


Special arrangements: If you have any special requirements, please inform us at the time of registration.


COVID-19 Update

The well-being and safety of the local community has always been, and always will be, the highest priority for the STEP Guernsey branch. During this unprecedented time, STEP Guernsey is proactively monitoring the status of the COVID-19 (Coronavirus) outbreak, and relying on facts presented by the Guernsey Public Health Authority and the World Health Organization.


STEP Guernsey will continuously monitor news, guidelines, and regulations that could impact the upcoming conference at short notice. Any changes or revisions to holding the conference as scheduled will be communicated to those who have registered and subsequently made known through all of STEP Guernsey’s communication channels.


In the event that STEP Guernsey postpones the Event, any payment the Delegate has made to STEP Guernsey as at the date of postponement will be credited towards the rescheduled date. If the Delegate is unable to attend the rescheduled event or if STEP Guernsey cancels the Event indefinitely, the Delegate shall be entitled to receive 100% refund of all sums paid to STEP Guernsey.

Delegates are advised to take out the appropriate travel insurance.

STEP Guernsey shall not be responsible for any loss or damage as a result of substitution, alteration, cancellation or postponement of an event due to an event of force majeure, unforeseen occurrence or any other event that renders performance of this event inadvisable, illegal, impracticable or impossible.


For purposes of these booking conditions an event of force majeure shall include but shall not be limited to: adverse weather, government restrictions and/or regulations; war or apparent act of war; terrorism or apparent act or threat of terrorism; civil disorder; disturbance and/ riots; curtailment; suspension and/or restriction on transportation facilities/means of transportation; or any other emergency or circumstances outside a party's reasonable control.