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:
Highvern Schneider MWE Gasser Partner Attorneys Payne Hicks Beach Bedell Cristin The IBSA Collas Crill PCD Club Carey Olsen Suntera Global ConTrA Radcliffe Chambers Peters & Peters 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

Upcoming Events

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Virtual
14 Dec 2021
Entrepreneurs in Asia

Family offices and external asset managers are booming in Asia, especially HK, which has become one of the most important players in the Private Wealth market. Join this event to find out the latest cutting edge structuring techniques and approaches to advising Asian entrepreneurs. 


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1 Day Conference • In-Person Event
25 Jan 2022
Private Client Year in Review

Our Private Client Year in Review is the ultimate showdown between 8 of the top private client and trusts practitioners. In a year intent on banishing the doom and gloom of 2020, which has been the most important development of the year? You decide!


Find out more
1 Day Conference • In-Person Event
10 Feb 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.


Find out more
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. 


Find out more
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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.


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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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ArticlesCommunity Partner
Looking forward to the Year of the Ox

When you reflect on the Year of the Longtail, (I’m still Manx so can’t say R.A.T.), 2020, it could be the year that saved the HK private wealth market!

Though undoubtedly a year of disruption and upheaval, 2020 also brought about opportunities. When you look at Q3 2019, we were amid a period of political unrest that saw millions of people take to the streets and market commentators were highlighting the movement of wealth from Hong Kong to Singapore. I myself had noticed the transition of some peers attracted by the stable climate, more business opportunities and bigger apartments! Then towards the end of the year, we recorded our first case of COVID-19 and everything changed...


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ArticlesCommunity Partner
Succession planning and the PTC

The wealth management landscape has been evolving over recent years, with international developments such as Brexit, political and environmental challenges, regulatory change and digital advancements all playing their part. Then in March 2020, the coronavirus pandemic plunged the world into uncharted waters.


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ThoughtLeaders 4 ContentAnnouncement
James Baldwin-Webb Joins Thought Leaders 4 as Private Client Partnership Director!

James has been the commercial lead on many globally renowned Private Client events and forums  and has over 10 years of experience of curating communities across the full spectrum of the Private Client advisory market.

James’s arrival re-unites him with Laura Golding and along with the ThoughtLeaders4 directors, gives over 30 years’ experience within Private Client, and will add continued impetus to an already rapidly growing community.


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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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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