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Society of Trust and Estate Practitioners (STEP) Speaker


Trinity Chancery and Trusts barrister, James Marwick will be a guest speaker at the Society of Trust and Estate Practitioners (STEP) North East and Cumbria Branch meeting on Thursday 8th May.

James Marwick will explore the implications of SM v HM (2011) EWHC B30 (Court of Protection) and in particular whether it is ever, and if so in what circumstances, appropriate for the Court of Protection to authorise the creation of a personal injury trust as a means of administering assets, rather than the appointment of a Deputy under s 16 of the Mental Capacity Act 2005. James is a member of Trinity Chambers' AgricultureBusinessChancery and Personal Injury practice groups. Prior to returning to the North-East to practise at the Bar, James was a commercial and trusts litigator for a prominent offshore law firm in the Channel Islands.

In addition, Jamie Tocher, Financial Planning Consultant at Rutherford Wilkinson, Chartered Financial Planners, will be discussing the options available in investing personal injury compensation and protecting income and assets using trusts. Jamie specialises in investment, tax and wealth management and regularly advises trustees of private trusts including personal injury trusts.

The CPD accredited event, which will take place at the offices of Brewin Dolphin, Time Central, 32 Gallowgate, Newcastle upon Tyne, NE1 4SR, commences at 2pm with refreshments from 1.30pm and concluding at 5pm.To book a place please contact Debbie Johnson at Ernst & Young, Tel: 0191 247 2609, djohnson@uk.ey.com.

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