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The STEP Mauritius Conference 2017


Date: 6-7 April 2017
Venue: Hilton Mauritius, Wolmar Coastal Road, Flic en Flac 90503, Mauritius

With seismic changes taking place across the global trust and estate planning landscape, the STEP Mauritius Conference 2017 is aimed at providing an overview of the key recent trends and challenges faced by the trust industry and its practitioners, as well as the opening up of new opportunities for trust jurisdictions with particular reference to Mauritius.

Delegate Fee

STEP members: USD 400
Non-members: USD 500


  • Using an insurance wrapper and retirement fund for estate planning
  • Family office – New opportunities
  • Fiduciary solutions for South Africans
  • Funding offshore trusts – New tax considerations for South Africans
  • Considerations in setting up trusts for HNW Mauritians
  • Foundations – Vehicle of choice for civil law HNWIs. Is there an opportunity for Mauritius for West Africa?
  • Trust and estate planning for HNW Indians and NRIs
  • The new India-Mauritius Double Taxation Avoidance Agreement (DTA)
  • An ageing world – How do we protect the elderly?
  • Impact of Common Reporting Standards (CRS) on trusts
  • Exchange of information – Recent developments
  • Exclusive jurisdiction clauses in trust deeds
  • Special voluntary disclosure programme for South Africans – Implications for Mauritian and international trustees
  • Impact of base erosion and profit shifting (BEPS) on tax planning
  • New International Business Companies (IBC) Act in the Seychelles
  • Fiduciary services to African clients and its risks


Accredited for 13.25 hrs CPD
Mauritius Qualification Authority (MQA)

Conference queries

For conference queries please contact:
Amal Autar TEP,
STEP Mauritius

Keynote speakers

  • Hon. Dharmendar Sesungkur, Minister of Financial Services, Mauritius
  • Patricia Wass TEP, Worldwide Chair, STEP

Additional speakers

  • Assad Abdullatiff TEP, Axis Fiduciary, Mauritius
  • Amal Autar TEP, Chair, STEP Mauritius
  • Dr Mitil Chokshi, Chokshi & Chokshi, India
  • Dan Foster TEP, Webber Wentzel, South Africa
  • Harry Joffe TEP, Chair, STEP Johannesburg
  • Douglas Peters TEP, Monoeci Management SAM, Monaco
  • Johan Van Wyk, Cantilever Fiduciary, South Africa

Sponsors include