Private Client Circle of Trust UK
7 May 2026
to 8 May 2026
Fairmont Windsor Park, UK
Bridging Perspectives: Strengthening Trusts through Collaboration Between Contentious and Non-Contentious Advisors. The Circle of Trust forum is an exclusive TL4 event and is by invitation only. The event is chaired by Marcus Parker of Stewarts and Emily Osborne of Fladgate. Entering its fourth year at the luxurious Hotel & Spa, The Fairmont Windsor, we look forward to welcoming senior level private client practitioners for one and a half days of comprehensive discussion.
This exclusive invitation only event, involves facilitated discussions across 1 and a half days of content.
We have been working with a charing commitee the event to come up with the invite list and areas of discussion. Designed to be interactive and as inclusive as possible, there are no set-piece presentations or panel sessions with the focus being on open discussion.
Introducing the Co-Chairs for 2025: Emily Osborne (Fladgate) & Marcus Parker (Stewarts)
Meet the Advisory Board for 2025: Richard Joynt (Highvern), Fiona Poole (Maurice Turnor Gardner), Dominic Lawton-Smith (Saffery Trust), Maxine Bodden Robinson (IMG Trust) and Victoria Yates (Collas Crill).
The event will run in 2 broad formats: Horseshoe & Interactive roundtables, whereby we are expecting all attendees to be involved throughout. There will be assigned topic leaders for each session to get the conversation amongst all attendees started.
Given the format this is very much fluid, and we are keen to take suggestions from attendees up until the event itself as to what you would like to have covered.
This Circle is kindly supported by Capital Generation Partners and the Charities Aid Foundation (CAF):
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Confirmed attendees to the Circle of Trust UK 2025 are found below:
This Circle is kindly supported by:
Delegates
Marcus Parker
Partner
Stewarts
Emily Osborne
Partner
Fladgate
Fiona Poole
Partner
Maurice Turnor Gardner
Vicky Yates
Partner
Collas Crill
Richard Joynt
Head of Family Office
Highvern
Alberto Brazzalatto
Partner
Maisto e Associati
Dominic Lawton‑Smith
Trust Director
Saffery Trust
Daniel Channing
Group Head of Private Client
Whitmill
Alex Carruthers
Partner
Hughes Fowler Carruthers
Joe Crome
Head of BD
CAF
Edward Garrett
Head of Private Clients
CAF
Hannah Hughes
Partner
Wiggin Osborne Fullerlove
Gemma Davies
Client Director
Abacas Trust Group
Charlotte Thorne
Founding Partner
CapGen
Ross Davies
Director
CapGen
Maxine Bodden Robinson
Director
IMG Trust
Colin Robinson
COO
IMG Trust
Dylan Samuel
Executive Vice President
Lombard Odier
Oliver Auld
Partner
Charles Russell Speechlys
Emma Poynter
Director
BDO
Sophie Voelcker
Partner
Kingsley Napley
Joanna Poole
Partner
Farrer & Co
Henry Hickman
Partner
Sinclair Gibson
Constance McDonnell KC
Barrister
Serle Court
Clare Flanagan
Head of Private Clients
CapGen
Natasha Oakshett
Partner
Withers LLP
Agenda
9.30am
10.00am
Advisory Board Welcome
Marcus Parker - Partner - Stewarts
Emily Osborne - Partner - Fladgate
10.10am
PTCvTSP
Marcus Parker - Partner - Stewarts
Emily Osborne - Partner - Fladgate
Fiona Poole - Partner - Maurice Turnor Gardner
Maxine Bodden Robinson - Director - IMG Trust
11.00am
Refreshment Break
11.20am
Capacity and Undue Influence
Fiona Poole - Partner - Maurice Turnor Gardner
Constance McDonnell KC - Barrister - Serle Court
Claire van Overdijk KC - Barrister - Appleby
12.10pm
Whose trust is it anyway?
Dominic Lawton-Smith - Trust Director - Saffery
Maxine Bodden Robinson - Director - IMG Trust
1:00pm
Lunch
2:00pm
Interactive Roundtables
2.00pm
Round 1: Philanthropic Trends – how the next gen are changing the way we approach philanthropy
Joe Crome - Head of Business Development and CAF American Donor Fund - CAF (Charities Aid Foundation)
Edward Garrett - Head of Private Clients - CAF (Charities Aid Foundation)
2.40pm
Round 2: What Trust Practitioners Need to Know About the Evolving Real Estate Investment Landscape
Ross Davies - Head of Real Estate - CapGen
Charlotte Thorne - Founding Partner - CapGen
3.20pm
Refreshment Break
3.40pm
Round 3: The role of information provision and transparency in Trusts
Maxine Bodden Robinson - Director - IMG Trust
Victoria Yates - Partner - Collas Crill
4.20pm
Closing Summary
Marcus Parker - Partner - Stewarts
Emily Osborne - Partner - Fladgate
6.00pm
Drinks Reception
7.30pm
Dinner
9.30am
Morning Refreshments
Format: Square
10.00am
Conflicts of Interest
Maxine Bodden Robinson - Director - IMG Trust
Dominic Lawton-Smith - Trust Director - Saffery
Victoria Yates - Partner - Collas Crill
Fiona Poole - Partner - Maurice Turnor Gardner
11.00am
Refreshment Break
11.30am
Who would want to be a trustee?
Richard Joynt - Director & Head of Family Office - Highvern
Joanna Poole - Partner - Farrer & Co
12.15pm
Predicting the Future – what do we think will be the next "hot topics" in litigation?
Marcus Parker - Partner - Stewarts
Emily Osborne - Partner - Fladgate
1.00pm
Lunch & Closing Remarks
Essential Information
Venue
Fairmont Windsor Park
Bishopsgate Road
Englefield Green
Windsor TW20 0YL
United Kingdom
Accommodation
Accommodation is included in the ticket price for Thursday 8 May only.
Should you not require accommodation please let us know ASAP.
To extend your stay please contact us.
Dress Code
Business casual
Location
Event Location
Contact
Attendance, Booking & Partnership
For enquiries please contact
Rachael Mowle on +44 (0) 20 3398 8560
or email rachael@thoughtleaders4.com
Attendance, Booking & General Queries
For general enquiries please contact
Maddi Briggs on +44 (0) 20 3398 8545
or email maddi@thoughtleaders4.com
Partnership
For partnership enquiries please contact
James Baldwin-Webb on +44 (0) 20 3398 8546
or email james@thoughtleaders4.com
Venue & Logistics
For venue & logistics enquiries please contact
Laura Fraser - laura.fraser@thoughtleaders4.com