Legacy Issues

The South Korean Legislature appoints Stone King to advise on charity legacy taxation

Stone King has been appointed to advise the South Korean Legislature on charity legacy taxation in a cross-border context.

Daniel Harris, Partner and Head of Stone King’s International & Cross-Border team, flew to Seoul on June 24 to make a presentation as a keynote speaker at the National Assembly conference hall.

His presentation was later followed by more detailed meetings with government advisors and academics.

“We are honoured to have been invited to advise on such an important issue,” said Daniel.

Bitcoin, cryptocurrencies and cryptoassets – a practical guide for executors and legacy managers

Many will have seen stories in the news about cryptocurrencies and what can happen when the owner who has sole access to the password dies. The Independent recently reported on the death of Gerald Cotten, the chief executive of the QuadrigaCX exchange, who was believed to have had the only password to £145 million of cryptocurrency.

Stone King’s Legacy Team Lunchtime Update - 27.03.2019

Our next Legacy Team Lunchtime seminar will look at challenging executor’s costs. During this session we will look at the various aspects of this topic relevant to legacy officers, including:

  • The legislative and legal background
  • ​Methods of challenging costs including complaints and the court assessment process
  • A case study

This will be suitable for all legacy officers.

Date and Location

Wednesday 27 March 2019 

Stone King LLP
Boundary House
91 Charterhouse Street
London
EC1M 6HR

This seminar will be hosted at our London office with video-link to our Bath and Cambridge offices. If you wish to attend in Bath or Cambridge please email events@stoneking.co.uk

Timings

12.15pm: Registration and lunch
1.00pm: Seminar starts
2.00pm: Seminar ends, followed by networking

Speakers

Paul Sutton | Rod Smith | Hannah Brittain

Fee

This event is free to attend.

£0.00
Any cancellation received with less than 2 working days’ notice will not be entitled to a refund. Your booking can be transferred into a name of a substitute delegate at any time - please contact Events or call 0800 111 4336 with the details.

Stone King's Charity Essentials Symposium 2019

Join us for our annual Charity Essentials Symposium where we give charity Trustees and members of Senior Management the opportunity to attend a one day Symposium covering a comprehensive range of topics relevant to your role. You will hear from our experts in each field and have the chance to ask them your questions on the matters most relevant to you. You will be able to book onto three workshops, each lasting an hour and 30 minutes and covering a wide variety of topics. The Symposium also offers you the opportunity to meet and talk to fellow Trustees and Senior Managers. Tickets to our Symposium include lunch, and also drinks and canapés following the event.

Date and Location

Thursday 6 June 2019
Stone King LLP, Boundary House, 91 Charterhouse Street, London, EC1M 6HR

Workshop Descriptions

Land and Buildings: key things trustees need to know​
Whether you have one property or several, there are specific rules that apply to property held by charities. This session will explore the essential rules you need to be aware of.

​Employees, Workers, Volunteers and Safeguarding
Very few charities can afford the luxury of a dedicated HR department, but managing employees is a key aspect of a charity trustee’s role. This session will explore your responsibilities.

Safeguarding – a governance perspective
The session will consider trustees duties, Charity Commission expectations, setting safeguarding as a key governance priority within your charity, safeguarding governance issues. The session will include a presentation and an opportunity to share experiences and key issues relating to safeguarding and governance.

Funding: Traditional and Innovative ways to raise money
Charities survive only if they can raise the necessary funds and this session looks at how charity law applies to the many ways charities can do this.

Accounts: What you need to know
Trustees are responsible for the financial health of their charity. This session will be co-presented by Stone King charity lawyers and guest specialist accountants.

IP, Data Protection and Commercial Contracts
Charities engage in a range of commercial activities which involve IP, data protection and contract law issues. This session will provide an overview of how contracts work and trustee’s duties when their charities enter into them. We shall also look at some common issues relating to intellectual property and personal data and their importance to charities.

Timings

Please choose one topic from each of the workshops

9:00am: Registration and welcoming chair address

Workshop A
9.30am - 11.00am
Land and Buildings: key things trustees need to know (WA1)
Employees, Workers and Volunteers (WA2)
Funding: Traditional and innovative ways to raise money (WA3)
Accounts: What you need to know (WA4)

11.00am: Mid-morning break

Workshop B
11.30am - 1.00pm
Employees, Workers and Volunteers (WB1)
Safeguarding – a governance perspective (WB2)
IP, Data Protection and Commercial Contracts (WB3)
Accounts: What you need to know (WB4)

1.00pm: Lunch

Workshop C
2.15pm - 3.45pm
Land and Buildings: key things trustees need to know (WC1)
Funding: Traditional and innovative ways to raise money (WC2)
IP, Data Protection and Commercial Contracts (WC3)
Safeguarding – a governance perspective (WC4)

3.45pm: Drinks, canapés and networking

Speakers

Chair:
Reema Mathur

Land and Buildings: key things trustees need to know:
Hugh Pearce | Stephanie Howarth | Kathryn Williams | Chris Sharpe | Lily Langlois

Employees, Workers and Volunteers:
Lisa Saggers | Harriet Broughton

Safeguarding - a governance perspective:
Sarah Clune

Funding: Traditional and innovative ways to raise money:
Stephen Ravenscroft | Clive Vergnaud

Accounts: What you need to know:
Reema Patel | Hannah Catchpool (RSM UK)

IP, Data Protection and Commercial Contracts:
Gavin Llewellyn | Jonathan HeskiaAlexandra Weatherdon | Stephanie Vicic

Fee

Standard tickets will be charged at £75 (VAT inclusive). Please note that places are limited to 2 people per organisation.

£75.00
Any cancellation received with less than 2 working days’ notice will not be entitled to a refund. Your booking can be transferred into a name of a substitute delegate at any time - please contact Events or call 0800 111 4336 with the details.

Young Charity Professionals Group

Stone King, together with Gerald Eve, PwC and Ruffer, run the Young Charity Professionals Group (YCPG) as an informal forum for young professionals working in and around charities and social enterprises.  It offers an opportunity for the future leaders of the sector and their professional advisers to share knowledge and discuss current issues in a relaxed environment, and to build relationships as they develop their careers.  Events are held twice a year at the offices of one of the organising firms and usually feature guest speakers from the sector – as well as drinks and nibbles, of cours

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