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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:
Mourant Highvern Schneider MWE Gasser Partner Attorneys Payne Hicks Beach Bedell Cristin The IBSA Collas Crill PCD Club Carey Olsen Suntera Global Ogier ConTrA Radcliffe Chambers Grant Thornton ARC LALIVE


 

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 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
Become a Member

Upcoming Events

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1 Day Conference • In-Person Event
22 Mar 2022
Landed Estates & Farm Tax Conference

Join an unprecedented line-up of landed estates and farming experts. The only event you need each year to cover everything you need to know about agricultural land. 


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1 Day Conference • In-Person Event
05 Jul 2022
The Modern Trust: Contentious Trusts in a Changed Social Landscape

Join the very best in the international trust dispute field to challenge the most up to date developments in the last 12 months. 

The microphone is on, the coffee is hot and the room is bustling. Join familiar faces and meet new ones at our Contentious Trusts conference focusing on what is new and relevant for international trust disputes practitioners.


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2 Day Summits • In-Person Event
24 Aug 2022
TL4 & ConTrA present Private Client Summer School: The Ultimate Insider’s Guide

Bringing you 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. In partnerhip with ConTrA, 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
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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Jannika Glendon, Associate, Mcdermott Will & Emery

Q) What is your key area of practice?

A) I focus my practice on dispute resolution issues, including contested estates, acting for high net worth individuals in private trust disputes, as well as commercial dispute resolution and arbitration.


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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Emma Taylor, Associate, Collas Crill

Q) What is your key area of practice?

A) Commercial Dispute Resolution focused on Contentious Trusts in Guernsey and the BVI.


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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Adam Fellows, Associate, Stephenson Harwood

Q) What is your key area of practice?

A) My work is primarily personal tax advice, with a strong focus on international clients both with or looking to have a presence in the UK.


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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Tamsin Wooldridge, Solicitor, Shakespeare Martineau

Q) What is your key area of practice?

A) Contentious trusts & probate


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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Stephanie Antrobus, Solicitor, Womble Bond Dickinson

Q) What is your key area of practice?

A) At present I do a mixture of non-contentious estate planning and contentious trusts and probate work, with a view to specializing into the latter once I have a strong foundation in both practices.


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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Rosie Taylor, Associate, Womble Bond Dickinson  

Q) What is your key area of practice?

A) Trusts and inheritance disputes.


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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Rosalind Russell, Associate, Withers

Q) What is your key area of practice?

A) I’m an associate in our Trust, Estate and Inheritance Disputes team. We also cover Court of Protection work alongside our non-contentious elder law specialists. I am one year qualified so my practice is still pretty broad – I would say roughly half my clients are charities looking to defend probate or inheritance claims, and the rest are a mix of private individuals and trustees/executors


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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Maria Chami, Associate, Stephenson Harwood

Q) What is your key area of practice?

A) I specialise in contentious trusts and pensions disputes.


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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Lucinda Brown, Partner, BDB Pitmans

Q) What is your key area of practice?

A) I deal with trusts and estates disputes of all types, both onshore and offshore.


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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Jessica Clark-Jones, Pupil Barrister, XXIV Old Buildings

Q) What is your key area of practice?

A) Commercial chancery


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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Jerry Jamieson, Associate, Maurice Turnor Gardner

Q) What is your key area of practice?

A) Dispute Resolution – Contentious Trusts and Probate


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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Holly Payling, Associate Director, Buzzacott

Q) What is your key area of practice?

A) Private client tax - dual qualified US/UK


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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Emily Bueno, Associate, Mishcon De Reya

Q) What is your key area of practice?

A) Everything that comes under the heading of ‘Private Wealth Disputes’. This is a broad church and covers disputes relating to trusts, estates, lifetime gifts, as well as proprietary estoppel claims, claims under the Inheritance (Provision for Family and Dependants) Act 1975 and Court of Protection matters. My work frequently has an international, multi-jurisdictional element.


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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Daniel Thorpe, Barrister, Radcliffe Chambers

Q) What is your key area of practice?

A) I am building a varied practice across all of Chambers’ core areas of work. This includes private client, insolvency, commercial and real property disputes.


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60 seconds withArticlesCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds with: Craig Dinnett, Associate, Collas Crill

Q) What is your key area of practice?

A) I work in the international private client and trusts team at Collas Crill.


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60 seconds withThoughtLeaders 4 Content
TL4 & ConTrA Summary | Private Client Summer School 2021

On Thursday 26th August 2021, we opened the doors to our first in-person event at ThoughtLeaders4 by kicking it off with Private Client Summer School: The Ultimate Insider’s Guide. For most delegates, this was the first event they had attended in over 18 months. For everyone in attendance at the summer school, there was a real sense of novelty to be back in the room where delegates were able to move freely, catch up, and begin to plant the seeds into relationships that will likely grow as they do in the industry.


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60 seconds withArticlesCommunity MagazineInterviewsQuarterlyThoughtLeaders 4 ContentCommunity Partner
Private Client Magazine Issue 5 - Year in Review 2021: Looking Back and Looking Forward

In the latest issue of the Private Client Magazine, we present to you a ‘Year in Review’, which discusses the most significant trends and cases over the past 12 months. This edition also features an In Focus supplement on ‘Next Gen’, which tackles topical trends such as ESG, mental health, and generational wealth. Thank you to all of our authors, members, readers and Community Partners for their endless support and contribution. 2022 will no doubt bring new thoughts, ideas and trends, and we look forward to capturing new content and industry insight as we continue to navigate the legal maze.

READ NOW!


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ArticlesCommunity Partner
Knowledge BVI trust legislation enhanced by Trustee (Amendment) Act 2021

The Trustee (Amendment) Act 2021 (the "Amendment") came into force on 13 May 2021 and greatly enhances BVI's trusts legislation.

The Amendment inserts a new section 58B to the Trustee Act, expanding the court's jurisdiction to vary, add to, revoke or replace any provision of a trust. It builds on existing rules that allow the court to approve, on behalf of minor and unborn beneficiaries and other persons who are unable to approve themselves, arrangements that amend trusts.


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ArticlesCommunity MagazineThoughtLeaders 4 Content
Private Client Magazine Issue 4 - Trustees Under Pressure

Issue 4 is live! A year on from the launch of our Private Client Community we continue to see growth in the breadth, engagement and commitment from our members. Emerging from a pandemic leaves us with even more of
a need to look to peers for inspiration, knowledge and confidence.

Thank you to our contributors for their interpretations on the pressure trustees have faced in the face of change. We also express our gratitude to our Community Partners whose support allows us to deliver the highest quality of content.


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ArticlesCommunity Magazine
Private Client Magazine: Issue 3 - 2021: ADAPT. ENDURE. PERSIST - NOW AVAILABLE

2021 isn’t exactly starting off how we’d hoped but here we are. We remain desperate to return to this so-called ‘new normal’ but for now, we continue to adapt. The true success of our growing community is a reflection of the passion and focus of every single person involved and we continue to generate thought-provoking content that comes to their first-hand experiences.

Thank you to our authors, readers and members and our Community Partners for their continued support. We are excited to show what we have planned for later on this year so watch this space…

Read Here!


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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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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 general community queries contact:


Laura Golding

Community Director
07841974969
email Laura

For Partnership queries contact


James Baldwin-Webb

Commercial Director
07739311749
email James

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

Join the community