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:

Through our members’ focused community, both physical and digital, we assist in personal and firm wide growth.

Working in close partnership with the industry rather than as a seller to it, we focus on delivering technical knowledge and practical insights. We are proud of our deep industry knowledge and the quality of work demonstrated in all our events and services.

Become a member of ThoughtLeaders4 Private Client and...

Join a community of experts, referrers and peers
Attend events in all formats
Interact using our digital Knowledge Hub
Learn and share expertise through the Community Magazine
Grow your network and business
Build relationships through a facilitated Membership directory

Discover unique online and virtual content available immediately

TL4321
3 speakers, 2 questions, 1 mic: Short technical updates of 10-30 minutes
QuickFire
1 session, multiple speakers with live Q&A: Interactive session of 30-60 minutes
Virtual Conference
Multiple sessions & speakers, panel sessions & live Q&A : Technical & interactive from 60-120 minutes

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

Join the Community

Upcoming Events

Virtual

06 Jul 2020

Trusts in Divorce Virtual Conference

What is the shape of trusts and divorce in the emerging new world? Benefit from a unique 1.5 hours of coverage led by a cross disciplinary team from Withers and featuring quickfire presentations, panel debate, discussion and debate.

Find out more

Virtual

07 Jul 2020

Avoiding & Resolving Private Wealth Disputes

There has been a steady rise in private wealth disputes over the last 10 years, with countless acrimonious contentious trust and probate cases hitting the headlines. The more sophisticated families are becoming increasingly aware of the need to approach the issue of inter-generational wealth transfer differently and to take action before it is too late. Legal and financial advice alone is often not enough. Increasingly, individuals are recognising the need to plan their personal affairs by drawing on the expertise of various professionals, whether to avoid disputes or to resolve them early before they escalate into litigation.

A multi-disciplinary panel of private client advisers provide their perspectives on how disputes can be avoided and resolved in innovative and holistic ways

Find out more

Virtual

15 Jul 2020

Death and Divorce: Vows and Promises

Understand the technicalities and practicalities of 1975 Act claims and how they interact with divorce. Chaired by Eason Rajah QC and includes a host of industry luminaries.

Find out more

Virtual

16 Jul 2020

Tax for Entertainers & Sports People

Unique opportunity to hear from 2 industry experts Adrian Shipwright & Julian Hickey on the latest guidance, techniques and practicalities when dealing with entertainers and sports people

Find out more

1 Day Conference

24 Sep 2020

Inter-Generational Wealth Planning: The Private Client Practitioner of the Future

With the old guard of HNWs passing on their wealth to the next generation, how should advisors adapt and change their approach when dealing with the next wave of HNW millenials and Generation Z

Find out more

Bespoke4

07 Oct 2020

Advising Russian & FSU HNWs

This unique event will drill down into the key estate planning, structuring and tax issues for Russian & FSU HNWs both locally and globally.

Coming Soon

1 Day Conference

13 Oct 2020

Global Mobility of HNWs

With the mobility of people currently not being able to get out of their own house. What are the long-term implications for HNWs on where, how and why they locate themselves and their family. Will it still be a global world?

Coming Soon

1 Day Conference

15 Oct 2020

Contentious Trusts

Trusts in litigation continues to move at pace. Attend this 1 day event for your annual update on latest cases, new techniques and key litigation arising from the global corona virus shutdown.

Coming Soon

Bespoke4

22 Oct 2020

Court of Protection

The intricacies and practicalities of the court of protection will be examined in this targeted half day programme. Chaired by industry luminary Suzanne Marriott understand the court of protection, official solicitors office, health & welfare and finance & property.

Coming Soon

1 Day Conference

05 Nov 2020

TransAtlantic Planning

Estate, trust and tax planning across the Atlantic continues to be a hot topic. Not least due to the recent high profile relocation of Harry and Meghan and the complications playing out in the global media. Drill down into key practical issues to help you advise your clients at this 1 day event.

Coming Soon

1 Day Conference

18 Nov 2020

Advising Non-Dom Clients

Non-Doms have continued to be a hotly debated political subject. However, with a Conservative government in place the status looks set to remain. Attend this event to understand the latest guidance and strategies to effectively advise these clients. And how to advise clients that have unintentionally changed their tax status during the global lockdowns.

Coming Soon

1 Day Conference

26 Nov 2020

Post-Death Claims

Chaired by the indomitable Stephen Moverley Smith QC this event will delve into the new and key issues arsing post-death. From crypto and digital estates, to competence and capacity this is your annual update in 1 day.

Coming Soon

Community Magazine

Private Client Magazine - Issue 1 - NOW AVAILABLE

We are delighted to bring you our inaugural edition of the Private Clint Magazine, connecting you with the global private client community in the midst of lockdown.

Reports

Cases Referred to in Trustees & Divorce Virtual Event

Crib sheet of cases referred to in recent virtual event

Articles

Coronavirus’ impact on HNWs advice

The Coronavirus pandemic reminds us of Simone de Beauvoir’s “All men are mortal” Both encourage us to re-evaluate our priorities, prompting us to seize new opportunities otherwise ignored under the “business as usual” regime.

Articles

Practical Considerations for Trustees

The profound impact which the current pandemic has had on all aspects of life cannot be understated. This, of course, includes the global economic downturn; in some quarters it has been compared to, or indeed said to be likely to eclipse, the Great Depression.

Articles

Dealing with the Death of a Settlor

Trusts are settled for many reasons but succession planning is usually featured at the top of this list. Many settlors like the idea of leaving a legacy, of leaving their accumulated wealth in safe hands and of doing what they can to minimise if not completely eliminate family disharmony after their passing.

Articles

Trustees and Divorce: Navigating Stormy Waters

Debt, death and divorce: often grimly cited as the estate agent’s best friends, they are also three main harbingers of trust litigation. The last of these can be particularly troublesome for trustees, who can find themselves in a difficult position when a beneficiary (or beneficiaries) of a discretionary trust divorce, especially when it is taking place in the English courts

Articles

Towards a radical overhaul of UK inheritance tax?

Death and taxes may be the only certainties in this world, but exactly how tax is raised on death and on lifetime gifts is subject to tinkering and political debate. A new cross-party parliamentary report proposes radical changes to completely change, rather than just tinker around the edges, how inheritance tax would be charged in the UK and, if ever adopted, would have significant impact on your wealth and succession planning.

Articles

Ways of Protecting Family Wealth on Divorce

Parents are increasingly reluctant to provide financial assistance to their adult children because they are concerned that the money could be lost in a divorce. We are often approached by anxious parents who are keen to ensure that family wealth intended for their children and grandchildren won’t fall into the hands of their estranged son or daughter in law, should they later divorce.

Articles

Potential Psychology and Emotional Challenges in HNW and UHNW Divorce

While we are all aware of the highly complex legal, financial, commercial and international issues raised by HNW divorces, how much do we know about the personalities that have evolved within this section of society? What might we encounter of the psychology and emotional aspects of the parties involved? HNW and UHNW individuals face and develop a set of challenges within life that might be unfamiliar to those who do not inhabit that world of affluence. The very nature of their circumstances allows them to distance and detach themselves from the everyday concerns that occupy most of the planet, the need to survive financial demands on daily basis, to make ends meet. Consequently there is often little awareness, sympathy or empathy for the human and existential struggles that they, like every other human on the planet, have to face.