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STEP JERSEY BRANCH ANNUAL CONFERENCE

5 November 2025

Wednesday 5th November 2025
Radisson Blu Waterfront Hotel
8.15 a.m. - 4.40 p.m.

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​​​​Earlybird Ticket prices - until 5 October: 
 

EB Member: £190*

EB Non Member: £230*

EB Student/Retired: £100*

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From 6 October prices will be: 
 

Member: £240*

Non Member: £290*

Student/Retired: £150*

*All bookings subject to an administrative booking charge - 
STEP Jersey is a local Non Profit Organisation and is self funding.

STEP SPONSOR PARTNERS

STEP Jersey relies on sponsorship to be able to put on our professional events.

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The 2025 Conference is sponsored by the following businesses:

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Learn more about the Sponsors

LEARN MORE ABOUT OUR SPONSORS

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Agenda
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2025 AGENDA

08.15 Networking Breakfast â€‹

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09.00 Kathryn Abraham, STEP Jersey: Chair's Welcome

09.10 Lewis Anderson, Lloyds International: Sponsor's Welcome

09.15 Callum McCutcheon, PWC: 
AI and International Trusts


0​9.45 Dhana Sabanathan, Michelmores: The Post Non-Dom Landscape â€¨ 
 



 
 
 
 
 


10.20 Coffee Break 



 
 


10:40 KEYNOTE - Amanda Hardy KC, 5 Stone Buildings​

11.25 Catherine Grum and Suzanne Reisman: Evolving Approaches in International Wealth Planning

12.00 Panel Session 1: Insolvency & Trust Risk Management

James Pirie, Grant Thornton

Kelly Watson, Accuro

Richard Manyon, Payne Hicks Beach

Kathryn Abraham, STEP Jersey Chair, HSBC (moderator)

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12.45 Lunch Break 
 
 



 
 
 
 
 


13.45 Panel Session 2: Regulatory and Legal Challenges

Alan Ainsworth, JFSC

James Sheedy, Collas Crill

Rupert Hague-Holmes, Jersey Finance

Alex Ruddy, Oben Regulatory

Helier de Veulle, Rawlinson & Hunter (moderator)

​14.30 Simon Aldous and Kelcie Sellers, Savills:
 Impact of UK Non-Dom and IHT Changes on Prime Residential Markets

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15.00 Coffee Break 
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15.20 James Von Simson, STEP Worldwide Deputy Chair: STEP Worldwide Update


15.40 Panel Session 3: Geopolitics and the Global Economy

Lee Morris, Rathbones

Lewis Anderson, Lloyds International

Frederique Carrier, RBC Wealth Management

Rajah Abusrewil, STEP Jersey Deputy Chair, Walkers (moderator)


 

16.30 Thanks and close

2025 CONFERENCE SPONSORS

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STEP Jersey is grateful to the following sponsors for their support

Sponsors

SAPPHIRE
(Headline Sponsor)

Lloyds International supports corporates and institutions across the Crown Dependencies and internationally, through a network of relationship team, combining local understanding with global expertise to provide long-term support, helping clients achieve their aspirations.

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Clients benefit from core banking solutions such as lending, deposits, transaction banking, and risk management services. Our locally based relationship teams support clients in accessing specialists to provide bespoke financial service solutions, such as tailored cash management, international trade, treasury, risk management, and advisory services. We also offer extensive expertise in capital markets, financial markets, and private equity, catering to the diverse and often complex needs.

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PLATINUM
(Eco Sponsor)

Founded in 2007, Resolution IT is a trusted provider of IT support, cyber security solutions and digital transformation services to the financial services sector. With offices in Guernsey, Jersey and Dubai, and as a Zenzero company, we offer our clients access to the expertise of over 600 leading technology professionals worldwide.

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Our 50-strong local team of accredited specialists is dedicated to helping businesses streamline operations, secure critical assets, enhance client experiences and drive sustainable growth. Utilising best-in-class software and proven processes, we deliver proactive, tailored solutions that meet the demands of regulated, high-pressure environments.

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With over 17 years of experience supporting the finance and professional services industries, Resolution IT is expertly positioned to drive success for regulated businesses in high-pressure environments.

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To learn more, please visit resolutionit.com

GOLD
(Carbon Balance Sponsor)

KYC360 is a global RegTech company delivering award-winning onboarding, screening, and customer lifecycle solutions to financial institutions and regulated businesses. 

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Designed by compliance professionals for compliance professionals, KYC360 empowers customers to meet evolving AML obligations through intelligent, efficient, and auditable workflows. 

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SILVER
(Breakfast Sponsor)

Cazenove Capital (Channel Islands)

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We are part of the Schroders Group, offering bespoke financial services to high net worth individuals and locally based financial services businesses.

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About our services:

  • Multi-currency savings accounts including call, notice and term deposit accounts

  • Foreign exchange, both spot and forward

  • Property lending services against property located in the UK and the Channel Islands

  • Lending services against quoted investment portfolios

  • Wealth management (via our broader Schroders Wealth Management network)

  • Private Banking for high net worth individuals

  • Bespoke offshore banking for UK resident and non-domiciled individuals

  • Asset finance solutions

BRONZE
(Stand Sponsor)

From client onboarding, KYC and Project Management to Time Tracking, Billing and Documents Management, Zygos is a complete solution for the modern professional services practice.

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- For Law Firms
Run cases, manage client relationships and handle time-tracking, billing and compliance, all within one secure cloud-based system​

- For TSCPs
Manage entities with activity history, automate compliance, score client risk and handle multi-currency billing, all in one streamlined platform​

- For In-House Teams
Gain full visibility over legal matters, structure and document expiration while collaborating securely across teams and departments.​

- For Accountants
Manage clients and time, streamline billing and meet regulatory needs with tools built to support multi-entity, multi-currency environment.

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Visit getzygos.com to learn more.

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BRONZE
(Stand Sponsor)

Vega Technology is an established financial technology company with a mission to put good data at the heart of people-centric businesses.

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We believe the the two biggest assets in your business are your people and your data. Powering your people with strong data makes them more efficient, freeing up their time to focus on client relations and deliver value where it matters most.

We support businesses as they embrace digital transformation by interfacing with their existing technology or enabling complete cloud migration.

 

We use our core values every day to guide how we serve our clients and support our people and partners

BRONZE
(Stand Sponsor)

Established in Jersey since 2008, ThatcherMacKenzie focusses on executive level placement solely on island across trust, corporate services and funds sectors.  Aside from reactive placement in these sectors, we also undertake pro-active search and selection on a retained basis for a select number of funds, trust and corporate services businesses in the island. 
 

Using our global reach, we can also place candidates in Singapore, Switzerland, Liechtenstein, Hong Kong and Monaco, succeeding for our clients because we listen. The result is a tailored service that works with client needs and sees us select only the most relevant candidate for the organisation.
 

If you are seeking advice on career options at senior manager through to CEO level please contact us to arrange a discrete and confidential discussion.

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TERMS AND CONDITIONS

BOOKINGS

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. Cancellations up to 21 days prior to the event may be refunded, less the administration fee. A substitute delegate from the same firm can be named at any time.

 

STEP Jersey 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.

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Disclaimer

In the event that STEP Jersey postpones the Event, any payment the Delegate has made to STEP Jersey 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 Jersey cancels the Event indefinitely, the Delegate shall be entitled to receive 100% refund of all sums paid to STEP Jersey.

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Delegates are advised to take out the appropriate travel insurance.

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STEP Jersey 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.

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Terms
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