TL4
Virtual

The Worldwide Webb: The Future of Trusts

18 Nov 2020

Location: 4pm - 5.30pm Virtual Event (Zoom)
Members: FREE (TL4 & ConTrA Members) - Book by 18 Nov

The Worldwide Webb: The Future of Trusts

Highlights

Delighted to bring you the first joint event between ConTrA and TL4 Next Gen Wealth

Designed for Contentious & Non-Contentious practitioners alike. 

Bringing you an examination of the impact of the recent Privy Council decision in Webb v. Webb and what it means for the validity of trusts, particularly for reserved powers in the context of divorce and the concept of illusory trusts after Pugachev.

It will drill down into reserved powers trusts and what Webb might mean from a non-contentious practitioner's perspective. 

ConTrA & TL4 Next Gen Wealth Speakers

Luke Richardson
Associate
Baker McKenzie

Luke Richardson
Luke Richardson Associate
Baker McKenzie
Alexandra Hirst
Associate
Boodle Hatfield

Alexandra Hirst
Alexandra Hirst Associate
Boodle Hatfield
Chris Moorcroft
Partner
Harbottle & Lewis

Chris Moorcroft advises individuals and families on wealth planning and succession matters. This includes the use of estate planning vehicles such as companies, trusts and foundations to manage the passing of wealth and family businesses to younger generations, to protect wealth from unexpected events like death and incapacity, to protect wealth from adverse third parties and to manage complex cross-border tax problems involving multiple jurisdictions.

He advises on will planning and probate involving assets spread across jurisdictions, including the application of the EU Succession Regulation. He frequently deals with wills and probates which involve more than one jurisdiction and acts as executor and administrator of estates, as well as the trustee of a charitable trust.

He represents wealthy individuals and families from around the world, with a particular focus on US-connected clients and individuals from the Middle East and Africa. In addition, he also represents professional trust companies and other fiduciaries on issues relating to the design and management of structures, risk mitigation (including fiduciary risk), data protection and tax.

A significant element of his expertise involves advising UK and international high net worth individuals who are resident, investing or spending time in UK on how to structure their assets, including advice relating to the remittance basis regime and the structuring of UK residential property.


Chris Moorcroft
Chris Moorcroft Partner
Harbottle & Lewis
Joanne Morse
Director, Family Office Services
Summit Trust International (Switzerland)

Joanne Morse
Joanne Morse Director, Family Office Services
Summit Trust International (Switzerland)
Ben Havard
Partner
Collas Crill (Guernsey)

Ben Havard
Ben Havard Partner
Collas Crill (Guernsey)
Robert Dobbyn
Partner
Walkers (Jersey)

Robert Dobbyn
Robert Dobbyn Partner
Walkers (Jersey)

Agenda

3.55pm
Audience Logon
4.00pm
Chairs' Opening Remarks
Speakers:
Chris Moorcroft - Partner - Harbottle & Lewis
Luke Richardson - Associate - Baker McKenzie
4.05pm
ConTrA: Contentious Analysis
Speakers:
Luke Richardson - Associate - Baker McKenzie
Alexandra Hirst - Associate - Boodle Hatfield
Ben Havard - Partner - Collas Crill (Guernsey)
4.40pm
TL4 Next Gen Wealth: Non-Contentious Analysis
Speakers:
Chris Moorcroft - Partner - Harbottle & Lewis
Joanne Morse - Director, Family Office Services - Summit Trust International (Switzerland)
Robert Dobbyn - Partner - Walkers (Jersey)
5.15pm
Panel Q&A
5.30pm
Chairs' Summation & Close of Event
Speakers:
Chris Moorcroft - Partner - Harbottle & Lewis
Luke Richardson - Associate - Baker McKenzie

Partnership

Partnering on an event or indeed the community as a whole will increase your company’s profile and brand awareness.

We can provide bespoke value adding partnerships. We will work in partnership with you to develop a bespoke marketing solution to meet your objectives across varying events and thought leadership content. We will ensure that you gain value through the right medium, focused on your desired audience, with a true partnership that delivers value to your marketing needs. Want to know more?

Please contact Chris on 0207 101 4151 or email chris@thoughtleaders4.com

Contact Us

If you are interested in this event and would like some more information before making your decision to attend please contact Laura on 07841 974 969 or email laura@thoughtleaders4.com