TL4

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:
ConTrA PCD Club The IBSA Radcliffe Chambers Peters & Peters Grant Thornton ARC LALIVE

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 Solicitors
Barristers Barristers
Offshore Practitioners Offshore Practitioners
Private Banks Private Banks
Asset Managers Asset Managers
Trust Companies Trust Companies
Wealth Advisors Wealth Advisors
Accountants Accountants
Funders Funders
Tax Specialists Tax Specialists

Upcoming Events

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Virtual
31 Dec 2020
Death and Divorce: Vows and Promises - Available Now

Pre-Recorded Half Day Event - 5 Separate Sessions to Watch at Your Leisure
Available Now 
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
09 Dec 2020
Inter-Generational Wealth Planning: The Private Client Practitioner of the Future

On-Demand Full Day Event 
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
Virtual
31 Dec 2020
Brexit and Family Law: UK Departure but European Problems

On-Demand Session - In case you missed the live session watch On Demand

English and French specialist family lawyers examine some of the family law problems which will arise in practice from January 2021 onwards on the UK leaving the EU


Find out more
Virtual
21 Jan 2021
Insolvent Trusts

This deep dive into insolvent trusts will bring together our FIRE and Private client communities to assess the latest cases and their practical impact on best practice approaches 


Find out more
Virtual
25 Jan 2021
Cross Border Wealth Planning for Divorce

On-Demand Full Day Event to Watch at Your Leisure

A full day of pre-recorded on-demand insight, this 1 day event worth of content, will delve into the technical details of divorce proofing your clients. 


Find out more
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ThoughtLeaders 4 Content
Virtual Value Visibility Partnership

Deliver Value through Virtual Visibility.

Understand what is unique about the ThoughtLeaders4 community approach and how you can add Value to our Communities and be Visible through our Virtual platform.

To find out more about our VVV packages DOWNLOAD OUR BROCHURE


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GuideCase Study
TL4 Cross-Over Case Study Overview for Attendees

Case study fact pattern for virtual event - 19th November 2020


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ThoughtLeaders 4 ContentCase Study
TL4 X-Over Case Study

Case study outine for TL4 Virtual Community X-Over on 19 November 2020 is a unique virtual event bringing together HNW Divorce, FIRE and Private Client experts.


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Articles
Cooking up a storm: The Privy Council’s decision in Webb v Webb

This follows our previous piece, Divorced from reality: Pugachev, Webb, and illusory trusts in divorce proceedings, which was published in the August 2020 edition.

On 3 August 2020 the Privy Council handed down its eagerly awaited Webb v Webb ([2020] UKPC 22) judgment in the appeal from the Cook Islands. Its judgment grapples with several important issues, with perhaps the most eye-catching aspect


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Community Magazine
Private Client Magazine: Issue 2 - NEXT GEN WEALTH - NOW AVAILABLE

I personally have felt for some time that non-contentious Private Client world in particular lacks a really thriving community aimed at the Next Generation of the wealthy and their advisors and this is very much what I hope this will become” - Chris Moorcroft, Harbottle & Lewis, Next Gen Wealth Founding Committee Member

ThoughtLeaders4 Next Gen Wealth initiative is delighted to bring you the Second Edition of the Private Client Magazine, showcasing the diverse interest, breadth and depth of the knowledge of our community.

Read Here!


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White Papers
Death & Divorce Full Event Slides

Event slides from Death & Divorce webinar


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Articles
Why virtual mediation is here to stay for private client disputes

A couple of months ago few people in the legal world had heard of virtual mediation. Thanks to Zoom’s confidential breakout room technology, virtual mediation has been widely adopted by mediators and litigators who have adapted quickly. Once the Rubicon is crossed, there is no going back.


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Articles
Top 10 Tips for Successful Video Interviews

Now that we’re all working remotely and practising social distancing, we’re seeing our clients’ meetings with candidates moving to video platforms such as WebEx, Zoom or Skype. As this is a new experience for many of us, we thought we would share our top 10 tips for successful video interviews.


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Articles
The Moral Maze – considering child adult claims under the Inheritance (Provision for Family and Dependants) Act 1975

In England and Wales, we are free to leave our estates to whomever we choose. This is the principle of testamentary freedom, and it is a principle the Court is keen to uphold. Whilst we have this freedom in England and Wales, we also have the Inheritance (Provision for Family and Dependants) Act 1975 (‘the 1975 Act’). A statute that was implemented to protect and provide for those individuals where it would be unjust for them not to receive financial provision from the deceased’s estate.


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Articles
What should Protectors be thinking about since the arrival of Covid-19?

Many protectors or their advisors will already have navigated difficult issues during the recession following the financial crisis in 2008, others will have done so even earlier. The issues which arise from the physical restrictions placed on us and our movement during the current crisis may be quite unusual, but the economic issues arising from the Covid-19 crisis are likely to be similar to previous downturns.


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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


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Articles
It’s time to adapt – the Next Generation is on their way!

It is widely publicised that economists and financial observers estimate that, over the next few decades, assets worth many trillions of dollars will pass from one generation to the next - dubbed “The Great Wealth Transfer”. This passing of wealth is likely to take many forms including the transfer of individual influence over existing wealth-holding structures and as such it is clear that the fiduciary industry will experience the effects of this intergenerational change.


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Articles
Unexpected Death in the Times of Covid 19:- Estates with U.K. as well as International Focus

Regardless of whether you previously read books on pandemics, were fully au fait with the Spanish flu of 1918, and/ or at least broadly knew that epidemics on a grand scale occur about once every 100 years, the Corona Virus has shocked the world in its speed of spread and truly terrible consequences. The death toll as of this writing is almost 29,000 for the U.K. and 250,000 worldwide.


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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.


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Articles
Private label funds – collective investment vehicles for HNWIs

Collective investment vehicles are very familiar to high net worth investors (“HNWIs”) and their connected structures (trusts/family offices etc). In fact, many such HNWIs are key investors for new fund launches. Most such funds are put together by wealth managers looking to profit from the management of the fund.


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Articles
Relaxing Requirements for Executing a Will during Covid-19

The archaic nature of England’s law on the execution of Wills has been called into question in recent years, but never more so than in the last couple of months with the outbreak of Covid-19. Embracing modern technology in Will writing has moved from being something that the industry felt it “should” do, to a more urgent plea to allow those that need to execute a Will now, to do so, safely and validly. Other countries have been more reactive introduced emergency legislation to deal with the situation, but so far, England has failed to do similarly


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Articles
Abuse of the Interpol system

The COVID-19 pandemic has forced the planet to grind to a halt and will have a lasting economic impact. Whilst the severity of this impact remains to be seen, we know from previous economic downturns that well-connected elites in high risk jurisdictions have often used improper methods to recoup their personal losses.


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WebinarsWhite Papers
Tax for Entertainers & Sports People - Slides

Event slides for Tax for Entertainers & Sports People 


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Articles
Insolvent trusts and trustee duties

Economic uncertainty brought by the Covid-19 pandemic will undoubtedly have a profound effect on the value of trust assets. Industry experts predict steep rises in insolvencies, affecting key industries. Many businesses may become cash-flow/balance sheet insolvent (if they are not already).


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WebinarsWhite Papers
Trusts in Divorce 6th July Event Slides

Slides from the Trusts in Divorce event on the 6th July


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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.


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Reports
Cases Referred to in Trustees & Divorce Virtual Event

Crib sheet of cases referred to in recent virtual event


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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.


Read more
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.


Read more
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.


Read more
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


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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.


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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.


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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.


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What we say

Twitter

What our members say

"The approach is impressive and refreshing and delighted to be on board the community"

- Lennox Paton

"This is a really unique and exciting approach to the industry; a true community feel and very pleased to be part of it"

- Kingsley Napley

What our
members say

"The approach is impressive and refreshing and delighted to be on board the community"

- Lennox Paton

"This is a really unique and exciting approach to the industry; a true community feel and very pleased to be part of it"

- Kingsley Napley
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Our Private Client Community Partners:
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For help with all Private Client event queries contact:


Paul Barford

Founder | Director
020 7101 4155
email Paul

For help with Partnership queries contact:


Chris Leese

Founder | Director
020 7101 4151
email Chris

For help with general membership queries contact:


Danushka De Alwis

Founder | Director
020 7101 4191
email Danushka

For general topic queries contact:


Laura Golding

Consultant
07841 974 969
email Laura

Join the community

Please complete the below to join Private Client, suggest new communities and be amongst the first to hear about new developments, events and benefits.