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

Virtual

17 Apr 2023

Knowledge is power: creating a generation of financially empowered women

Whether managing family wealth or navigating a divorce, knowledge is power. Historically, men have been the breadwinners of the family and made the financial decisions for the family even if the woman was employed and well educated. In modern times, there has been increase in financially literate women taking an active role in their family finances. However, this is not a uniform trend.

Find out more

1 Day Conference • In-Person Event

23 May 2023

Non-Dom Tax conference: An annual review of all that’s key for those advising non-dom clients

Immerse yourself in a focused discussion with expert panellists, on the fate of non-dom clients and challenges they face in the current climate.

Find out more

1 Day Conference • In-Person Event

27 Jun 2023

Contentious Trusts: Trusts under Attack

Join the very best in the international trust dispute field and where it overlaps with other areas of litigation to challenge the most up to date developments in the last 12 months.

Find out more

1 Day Conference • In-Person Event

28 Jun 2023

The 2nd Annual Crypto in Disputes

Crypto continues to develoip at a rapid pace in many areas of law and the resulting disputes involving Crypto are unique. Join this one day event talking all areas of disputes where Crypto is involved, where all 4 TL4 communities come together

Find out more

2 Day Summits • In-Person Event

30 Aug 2023

TL4 & ConTrA present Private Client Summer School: The Ultimate Insider’s Guide

TL4 in partnerhip with ConTrAare proud to bring you the 3rd Edition of the Ultimate Insider's Guide to all things Private Client. If you are newly qualified and looking to broaden your knowledge and develop your skills then you need to be here. Our programme is a full library of absolutely everything you would need to know and want to know about your practice area. In our unique Summer School style you can expect a load of networking opportunities in a very enjoyable setting.

Find out more

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

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