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):
Confirmed attendees to the Circle of Trust UK 2025 are found below:
This Circle is kindly supported by:
Marcus Parker - Partner - Stewarts
Emily Osborne - Partner - Fladgate
Marcus Parker - Partner - Stewarts
Emily Osborne - Partner - Fladgate
Fiona Poole - Partner - Maurice Turnor Gardner
Maxine Bodden Robinson - Director - IMG Trust
Fiona Poole - Partner - Maurice Turnor Gardner
Constance McDonnell KC - Barrister - Serle Court
Claire van Overdijk KC - Barrister - Appleby
Dominic Lawton-Smith - Trust Director - Saffery
Maxine Bodden Robinson - Director - IMG Trust
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)
Ross Davies - Head of Real Estate - CapGen
Charlotte Thorne - Founding Partner - CapGen
Maxine Bodden Robinson - Director - IMG Trust
Victoria Yates - Partner - Collas Crill
Marcus Parker - Partner - Stewarts
Emily Osborne - Partner - Fladgate
Maxine Bodden Robinson - Director - IMG Trust
Dominic Lawton-Smith - Trust Director - Saffery
Victoria Yates - Partner - Collas Crill
Fiona Poole - Partner - Maurice Turnor Gardner
Richard Joynt - Director & Head of Family Office - Highvern
Joanna Poole - Partner - Farrer & Co
Marcus Parker - Partner - Stewarts
Emily Osborne - Partner - Fladgate
Fairmont Windsor Park
Bishopsgate Road
Englefield Green
Windsor TW20 0YL
United Kingdom
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.
Business casual
For enquiries please contact
Rachael Mowle on +44 (0) 20 3398 8560
or email rachael@thoughtleaders4.com
For general enquiries please contact
Maddi Briggs on +44 (0) 20 3398 8545
or email maddi@thoughtleaders4.com
For partnership enquiries please contact
James Baldwin-Webb on +44 (0) 20 3398 8546
or email james@thoughtleaders4.com
For venue & logistics enquiries please contact
Laura Fraser - laura.fraser@thoughtleaders4.com