Thought Leaders 4 | Private Client

Welcome to ThoughtLeaders4 Private Client.
A unique community designed for all practitioners involved in the Private Client intermediary network. Membership is free for practitioners so join below.

Our Community Partners:

Why do we exist?

We believe that working in close partnership with the industry, rather than a seller to it, we can focus on delivering technical and practical insights and valuable engagement with our community.

Become a member of ThoughtLeaders4 Private Client and...

Join a community of experts, referrers and peers
Participate in events of all types
Interact and network using our digital Private Client Members Hub
Learn and share expertise through your quarterly Community Magazine
Develop your professional and personal network

Discover virtual content available live and on demand

We believe that any live content should be easy to digest and simple to interact with. Over the last 12 months we have succesfully created over 50 online events in varying formats. These include:

Live Webinars
Short technical updates of 45-60 minutes
QuickFire Updates
1 session, multiple speakers with live Q&A: Interactive session of 30-60 minutes
On Demand Technical Focus
Pre-recorded panel sessions and presentations : Technical & interactive from 2-4 hours of downloadable content at your leisure.

Targeted at professionals whose practice encompasses or touches Private Client. Community members will include:

Who should join?

Solicitors

Barristers

Offshore Practitioners

Private Banks

Asset Managers

Trust Companies

Wealth Advisors

Accountants

Funders

Tax Specialists

Become a Member

Upcoming Events

4SightBreakfast Briefing • In-Person Event

03 Oct 2023

TL4 X London & Capital: Dealing with the practicalities of players moving to and from Europe

In the dynamic world of sports, player transfers have become a pivotal aspect of team management, often involving intricate commercial, financial, and legal considerations. This breakfast briefing delves into the practicalities surrounding the movement of players across borders, with a special focus on transfers to and from Europe.

Find out more

1 Day Conference • In-Person Event

05 Oct 2023

ThoughtLeaders4 Private Client: Jersey

Welcome to Jersey. Meet with the most experienced in the Private Client and Trusts world to discuss the latest and most pertinent issues of the last 12 months.

Find out more

Workshop • In-Person Event

10 Oct 2023

Taking a Dispute to the First-Tier Tax Tribunal, Appeals and Demystifying Judicial Review

The type of disputes which can be dealt with at FTT include all those relating to income tax, capital gains tax, corporation tax, VAT, stamp duty and SDLT. This seminar will review the main aspects of and issues arising on preparing and taking a dispute to the FTT and related issues relating to judicial review.

Find out more

1 Day Conference • In-Person Event

12 Oct 2023

Mitigating and Managing HMRC Investigations for HNW Private Clients

Join us in Central London for this unique conference offering fresh perspectives on a variety of topics on how to be prepared for an HMRC investigation.

Find out more

Workshop • In-Person Event

17 Oct 2023

Mediation and Tax: When preparation meets opportunity?

This Workshop will address UK Tax and Mediation Settlements which are essentially contractual settlements. Designed to be participative throughout, there will be ample opportunity for delegates to benchmark experiences with industry peers and raise issues of most concern to their organisation, either confidentially or in open.

Find out more

Virtual

10 Nov 2023

Practical considerations when encountering financial distress within Trust structures

Companies play a vital role within many trust structures. The versatility they bring often comes with additional layers of complexity and potential risks which trustees must remain mindful of and be ready to act when appropriate.

During this webinar, our panel of experts in the private client, restructuring and legal space will talk through key considerations when identifying and addressing distressed situations which may arise within the corporate entities held by trusts.

Find out more

1 Day Conference • In-Person Event

05 Dec 2023

Sport Stars, Influencers & Entertainers Tax 2023 - 2nd Annual Forum
Find out more

1 Day ConferenceHalf Day Conference • In-Person Event

18 Jan 2024

The 2024 Practitioners’ Forum on Stress Testing Trust Structures

Join us for an exclusive gathering of the sharpest legal minds in the industry, where contentious and non-contentious practitioners unite to explore methods of structuring ironclad trusts.

Find out more

1 Day Conference • In-Person Event

15 Feb 2024

The First Annual Practitioner’s Forum on Trusts in Divorce

Arm yourself with tactics that have proven successful in courtroom battles and negotiations alike. "Trusts in Divorce" equips you with the arsenal to safeguard your clients' assets and interests.

Find out more

2 Day Summits • In-Person Event

12 Jun 2024

Private Client Advisory and Litigation Forum: Paris

Led by two of the industry’s most well-known practitioners, Stella Mitchell Voisin of Summit Trust and Rupert Ticehurst of Maurice Turnor Gardner, they will encourage debate, introspection and, dare we say, controversy in the name of examining each topic as fully as possible. We will be looking at both the planning and advisory side of private client practice, as well as litigation and disputes when things don’t go according to plan.

Find out more

2 Day Summits • In-Person Event

18 Sep 2024

Contentious Trusts Next Gen Summit

We are delighted to bring you a brand new, innovative and unique event for the next generation of contentious trusts practitioners and for all other practitioners where trusts can be involved. Building on our track record of catering specific events for the next generation of legal practitioners we are delighted to bring together our next gen initiatives from across 4 of our communities at one event.

Find out more

Articles Featured Article

Brazil Again Seeks to Tax Citizens’ Foreign Financial Investments

Articles

Put your seatbelts on: simple planning techniques to help avoid future conflict

Articles

Mental Capacity Issues - What Trustees Need to Know

Articles

Contentious Trusts and the Purposeful Advisor

Articles

A Cautionary Tale of Two Courts: the risks of seeking novel interim relief in the context of contentious trusts

Articles

Bored Ape NFT Investors Sue Sotheby’s

A class action lawsuit has been brought in a federal court in California against the auction house Sotheby’s over the auctioning of Bored Ape Yacht Club non-fungible tokens (NFTs).

Articles

Decentralised Autonomous Organisations (DAOs) and Regulation

Syed Rahman outlines the questions that require answers regarding decentralised autonomous organisations.

The metaverse and Web3 have been the buzzwords to drop lately. And decentralised autonomous organisations (DAOs) can be viewed in a similar light.

Yet what needs to be emphasised about DAOs is that they are currently in a legal grey area, as they do not relate to something similar that has previously been defined.

Articles

Trustees Cleaning Out Their Closets… Trends Across the Trust Industry

Articles

Breach of Trust, Directors and Corporate Trustees: Multiple Derivative Claims Following McGaughey v Uss

60 seconds with Articles Community Magazine Main Issue

Private Client Magazine Issue 11 - Offshore

Welcome to our Private Client Magazine Issue 11 - Offshore Edition. This issue will examine recent legal developments in the Middle East, international transparency, non-dom tax regimes and managing family succession planning abroad.

As always, thank you to all of our contributors for sharing their articles with our Private Client community.

Articles

How to get Pupillage

This Friday, on the 5^th of May, about 480 of the 3,000 or so aspiring barristers in England and Wales will receive offers for pupillage. With awards of up to £100,000, competition is fierce. The Bar Council’s Pupillage Gateway Report shows that the number of applicants peaked in 2020/21 and it appears to be on the rise again. In 2022/23, there were 2,782 applicants using the Gateway with an average of 11.9 applications per applicant. This gives first timers (on average) a 1 in 10 chance of success.

Here is Dr Jennifer White's revised five-part plan to getting pupillage, based on the statistics and those in the know.

Articles

HM Treasury’s approach to cryptoassets, cooperation with other jurisdictions, and international standard-setting: a (not that brief) summary

In February, HM Treasury published the ‘Future financial services regulatory regime for cryptoassets consultation and call for evidence’ paper. In it are some intriguing indications of how cryptocurrency venues, brokers, and intermediaries are going to be dealt with in the UK. The paper sets out the next (but not final) phase of the government’s approach to regulating cryptoassets.

What is most important to note from the outset is that this paper deals with a very small part of the government’s approach. Nevertheless, an overview offers insight into where we are headed and is useful in understanding the government’s rather weighty regulatory approach, to ascertain what this might mean to banks, businesses, and investors, both in and outside of the UK.

Articles Community Magazine

But I Acted on Legal Advice…

Articles Community Magazine

United Arab Emirates Inheritance Disputes

Articles Community Magazine

Trust cases in court in Guernsey during 2021

Articles Community Magazine

Litigation lending

Articles Community Magazine

Contentious deceased estates and the value add of the right professional independent administrator

Articles Community Magazine

Breaking Up the Business - “No Dynasty Lasts Beyond the Lifespan of Three Generations”

Articles Community Magazine

Elementary, my dear Watson: Royal court of Jersey refuses to allow seizure of judgment debtor’s interests as discretionary beneficiary of three trusts

Articles Community Magazine

Wrangling with wasting assets – A new challenge for Cayman Trustees

Articles Community Magazine

A World of Barriers – the Latest on Firewalls in Trust Litigation

Articles Community Magazine

Litigation Friends: Who Would Want to be One?

Articles Community Magazine

Use it or Lose it, but Beware the UK

Articles Community Magazine

Divorced from reality: Pugachev, Webb, and Illusory trusts in divorce proceedings

Articles Community Magazine

Akhmedova V Akhmedov and ORS [2020] EWHC 1526 (FAM)

Articles Community Magazine

Attacking and Defending Trusts in Divorce

Articles Community Magazine

RE H – A new dawn for 75 act claims?

Articles Community Magazine

When does foreign illegality vitiate the enforcement of a Singapore trust?

Articles Community Magazine

Extraterritoriality in Jersey legislation - An external threat to trusts?

Articles Community Magazine

Insolvent Trusts and Trustee Duties

60 seconds with Articles Community Magazine ThoughtLeaders 4 Content Main Issue

Private Client Magazine Issue 10 - Contentious Trusts

Articles

The Continuing Expanse of Crypto Laws: Service by NFT Airdrop and Constructive Trust Claims Against Crypto Exchanges

Articles

The Heat is on for Insolvency Professionals in Crypto Winter

Articles

Civil Fraud Trends and Predictions

Articles

Remedies Available in Cayman for Victims of Cryptocurrency Fraud

Articles

Searching for Assets in Cyber Space: A New Gateway Opens?

Articles

Crypto Fraud Litigation: Key Considerations for Crypto Exchanges

Articles

Public Interest Winding Ups: The Next Tool to Derail Crypto Scams

Articles

2022: Key Developments in BVI Dispute Resolution

Articles

Beyond the Ethereum

Articles

Bit by Bit: Information Orders in Crypto Fraud Dispute Fly Through Gateway 25

Articles

Crypto 2023 - A Look at Insolvency Financial Crime and Regulatory Trends

Articles

Divorce in the Digital Age: Cryptocurrency

Articles

Cryptocurrency: The Latest Headache for Lawyers

Articles

Crypto Currency on Divorce - Scotland

Articles

The Digital Divorce: The Rise of the Crypto Assets in Financial Remedies

Articles

The Crypto Contagion An Overview of Recent cases

Articles

Key Developments This Year - And Next

Articles

Saving Heritage Assets for the Nation, Whilst Saving Tax - The Taxation of Heritage Assets

Articles

How the IRS Shares Taxpayer Info With Other Governments

Articles

SDLT: Black and White, or (50) Shades of Grey?

Articles

Clean Capital: The Structuring & Pitfalls

Articles

Consideration v Causation in the Context of S142 of the Inheritance Tax Act 1984

Articles

The Remittance Basis of Taxation in the UK: A Future in the Balance

Articles

Tax Investigations and Enquiries: Navigating a Disclosure Strategy

Articles

A Brief Guide to Tax Reliefs on Art and Cultural Property

Community Magazine Main Issue

Private Client Tax Magazine - Tax Special 2023

We are delighted to present the 2023 Private Client Tax Special, where our authors discuss a variety of topical issues including taxation of art and cultural property, clean capital, and other key developments we will see over the coming year.

Thank you to our contributors, members and community partners for their support as we begin another busy year for the Private Client community. Please do keep an eye out for our quarterly magazines, with the first issue of 2023 being published in March.

Articles Delegate Write-Up

Sports Stars, Influencers and Entertainers Tax Conference: The Digital Age Write Up

60 seconds with Community Magazine Main Issue

Private Client Magazine Issue 9 - Around The World 2022

We are delighted to present the final issue of Private Client Magazine for 2022, where we explore what has been happening around the world during the past year. Our authors cover numerous topics, including technology, ESG investing, post-covid trends, and art finance. Our issue also covers recent developments from the UAE, Singapore, Italy and more.

Thank you to all of our members, contributors, and community partners for their support throughout 2022. The Private Client community continues to grow, we have more events, more magazines, and more content coming, so we look forward to working with you all in 2023.

60 seconds with Articles ThoughtLeaders 4 Content Main Issue Delegate Write-Up

Private Client Summer School: The Ultimate Insider’s Guide 2022 Summary

On 24th August 2022, we welcomed the next generation of Private Client practitioners at Private Client Summer School: The Ultimate Insider's Guide in partnership with ConTrA, located in the beautiful setting of Downing College, Cambridge.

This Summer School Summary rounds up the event, what our delegates learnt, and why it is so important for the next gen to start building their network from an early stage.

60 seconds with Community Magazine Main Issue

Private Client Magazine Issue 8 - Next Gen Wealth

We are delighted to present Issue 8 of Private Client Magazine, which discusses all things ‘Next Gen Wealth’. In this bulky edition, our authors cover a range of topics as we approach the anticipated largest inter-generational wealth transfer advisors will have seen. This issue highlights the importance for advisors to adapt, develop, and evolve to accommodate the next generation, and how they are already reshaping the future of their wealth.

Thank you to all our contributors and our community partners for their continued support, we hope you enjoy this abounding issue.

Reports

Crypto Insight 2022

Following the success of our Crypto in Disputes event which took place on the 29th June TL4 are proud to present our Crypto Insights Document 2022. In this new format of curated content, we look to partner with firms to provide in-depth Insights, Reports, Surveys, Journals and more. If you would like to work with us on a future insight or report please do get in touch.

Articles

Looking back from 2030 - ILBF Essay Competition, Ghazi Hakem

Articles

Opportunities for Legal Technology in the Improvement of Access to Justice and Diversity in the Legal Profession by 2030 - ILBF Essay Competition 2022, Daniel Smithson

Articles Community Magazine Featured Article

Investors Turn to Private Assets in Search for Diversification

Articles Community Magazine

Letters of Wishes and Maintaining the Settlor/Trustee Relationship

60 seconds with Articles Community Magazine

60 seconds with: Constance McDonnell QC, Serle Court

Articles Community Magazine

Tales from the Crypto

Articles Community Magazine

Trusts Caught by the Deemed Domicile Net

Articles Community Magazine

Cross-Border Incapacity: Dealing With the Lack of Cohesion Between Jurisdictions

Articles Community Magazine

60 seconds with: Fiona Noon, Equiom

Articles Community Magazine

Can Onshore Become the New Offshore?

Articles Community Magazine

Executor, Not Arbiter: The Role of the Trustee in a Dispute Between Beneficiaries

60 seconds with Articles Community Magazine

60 seconds with: Anita Shah, McDermott Will & Emery

60 seconds with Community Magazine Interviews Main Issue

Private Client Magazine Issue 7 - Offshore Edition: Topical Tropicals

We are delighted to present the Offshore issue of Private Client Magazine. In this edition our contributors discuss a range of topics impacting the offshore world, including crypto, deemed domicile, and onshoring.

We also get to know some of our community better with a series of 60 seconds with interviews, finding out their strangest/most exciting story in the industry, their role models, and what they are most looking forward to for the remainder of 2022.

Thank you to our authors and community partners for their consistent support, we hope you enjoy this latest edition.

Interviews International Women’s Day 2022 Profile

Thought Leaders 4 Women Who Inspire - IWD 2022 - Bernadette Carey Profile

In this International Women's Month we want to shine a spotlight on a few truly amazing women in our community as they discuss their journey's to leading positions, highlight the challenges they faced in their progression, share their advice with the next generation of female practitioners as well as further action steps to #breakthebias and forge a more inclusive legal world. The Thought Leaders 4 Women Who Inspire features a series of interviews that we will be publishing over the course of the month to celebrate women and champion change.

Interviews International Women’s Day 2022 Profile

Thought Leaders 4 Women Who Inspire - IWD 2022 - Sue Nickason Profile

Interviews International Women’s Day 2022 Profile

Thought Leaders 4 Women Who Inspire - IWD 2022 - Jennifer Ollerenshaw Profile

Interviews International Women’s Day 2022 Profile

Thought Leaders 4 Women Who Inspire - IWD 2022 - Yindi Gesinde Profile

In this International Women's Month we want to shine a spotlight on a few truly amazing women in our community as they discuss their journey's to leading positions, highlight the challenges they faced in their progression, share their advice with the next generation of female practitioners as well as further action steps to #breakthebias and forge a more inclusive legal world. Today we launch our ThoughtLadies that inspire campaign featuring a series of interviews that we will be publishing over the course of the month to celebrate women and champion change.

60 seconds with Articles Community Magazine ThoughtLeaders 4 Content Community Partner Main Issue

Private Client Magazine Issue 6 - Let’s Talk Contentious Trusts

Issue 6 of Private Client Magazine is out and our authors are talking all things Contentious Trusts - from Sham trusts and the protectors’ power of consent, to NFT’s, digital art and money laundering. We also find out a little bit more about our members with a series of quickfire 60 second interviews. As we settle into the new year, 2022 will bring fresh knowledge, insights, and opportunities to bring the Private Client community together. We predict an action-packed year, and we look forward to welcoming you at some of our events both virtually, and in-person

60 seconds with Community Magazine Interviews ThoughtLeaders 4 Content