TL4
Virtual

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

02 Nov 2020

Location: Pre-Recorded Full Event - Available from 2nd November
Members: £349+VAT (Per Firm) - Book by 31 Dec
Non Members: £599+VAT (Per Firm) - Book by 31 Dec

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

Highlights

Unique pre-recorded format - Over 5.5 hours of content 

  • We have designed this format with you, the busy practitioner, in mind.
  • We know that you have no desire to spend an entire day, or even half a day, on a live online event. 
  • Receive the whole event at once, watch at your leisure 
  • One price, one team
  • Share internally with your colleagues

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. Register now to access over 5.5 hours of content covering: 

Preparing the Next Generation for Huge Wealth

  • Understanding the Next Generation of HNWs
  • Managing Wealth with a Social Conscience and a World View: Is it Possible?
  • The Bank of Mum & Dad: Buying Properties for Children and Grandchildren
  • Passing Wealth on Sensibly to the Next Generation

Practical Steps the Current Generation can Undertake

  • A Matter of Life and Death: Lifetime Planning v Will Planning
  • Family Partnerships and Family Companies
  • Structuring Options that allow the Maintenance of Control
  • Family Governance Structures

                                                                          

Robert Brodrick
Chairman
Payne Hicks Beach

Robert advises on tax, trust and estate planning for wealthy individuals, their advisers and trustees. He acts for a wide range of clients including the owners of landed estates, business people, non-domiciliaries and international families with assets in multiple jurisdictions.


Robert Brodrick
Robert Brodrick Chairman
Payne Hicks Beach
Annabel Watson
Relationship Manager
Deutsche Bank Wealth Management

Annabel Watson
Annabel Watson Relationship Manager
Deutsche Bank Wealth Management
David Kilshaw
Partner
Rawlinson & Hunter

David Kilshaw
David Kilshaw Partner
Rawlinson & Hunter
Bryony Cove
Partner
Farrer & Co

Bryony is an experienced private client lawyer working with a range of clients, from individuals and families, to trustee companies and family businesses. At the core of her practice is helping clients and their families put in place the most effective strategies to manage the long term stability and integrity of their estates.

Bryony has extensive experience advising on all aspects of UK estate planning, including wills, trusts, lasting powers of attorney (LPA) and family governance issues. She regularly advises on the administration of large and complex estates and international probate, and some contentious probate and trust matters.


Bryony Cove
Bryony Cove Partner
Farrer & Co
Aparna Nathan QC
Barrister
Devereux Chambers

Specialises in revenue law with an emphasis on litigation at all levels, tax planning using offshore structures for high net worth individuals, non-residents and non-domiciliaries; corporate reconstructions and reorganisations; tax planning for entrepreneurs.


Aparna Nathan QC
Aparna Nathan QC Barrister
Devereux Chambers
Naomi Rive
Head of Family Office
Highvern (Jersey)

Naomi is Head of Family Office at Highvern. She was called to the English Bar in 1999 and re-qualified as a Jersey Advocate in 2003. As a former Partner at law firm, Appleby, Naomi provided wealth-structuring advice to high and ultra-high net worth individuals, international private banks and trust companies. At Highvern, Naomi works closely with clients and their advisers to establish and implement robust and sustainable wealth planning structures. Naomi is a member of the board of Highvern Trustees Limited, Former Chair to the Society of Trust and Estate Practitioners (STEP) in Jersey and sits on the Jersey Finance Trusts Law Working Party.


Naomi Rive
Naomi Rive Head of Family Office
Highvern (Jersey)
James Shore
Marketing Consultant
Lombard International Assurance S.A

James Shore
James Shore Marketing Consultant
Lombard International Assurance S.A
Leonora Stevens
Director
Saffery Champness

Leonora’s background is in providing tax advice and compliance to high net worth individuals, wealthy families and partnerships. Her client base ranges from landed estates with their accompanying enterprises, to owner-managed businesses. In both cases her primary interests are in advising the individual family members whose wealth is derived from these enterprises. Her current role is focused on the advisory aspect however with her predominately compliance based experience she is able to combine both skills to provide an all-round service to her clients.

Leonora presents annually to a range of investment advisors on Budget updates, as well as speaking at internal events.

Leonora joined Saffery Champness 2012, after having trained at another leading private client firm. As part of her training, she undertook a secondment in Geneva.


Leonora Stevens
Leonora Stevens Director
Saffery Champness
Chris Moorcroft
Partner
Harbottle Lewis

Chris Moorcroft advises individuals and families on wealth planning and succession matters. This includes the use of estate planning vehicles such as companies, trusts and foundations to manage the passing of wealth and family businesses to younger generations, to protect wealth from unexpected events like death and incapacity, to protect wealth from adverse third parties and to manage complex cross-border tax problems involving multiple jurisdictions.

He advises on will planning and probate involving assets spread across jurisdictions, including the application of the EU Succession Regulation. He frequently deals with wills and probates which involve more than one jurisdiction and acts as executor and administrator of estates, as well as the trustee of a charitable trust.

He represents wealthy individuals and families from around the world, with a particular focus on US-connected clients and individuals from the Middle East and Africa. In addition, he also represents professional trust companies and other fiduciaries on issues relating to the design and management of structures, risk mitigation (including fiduciary risk), data protection and tax.

A significant element of his expertise involves advising UK and international high net worth individuals who are resident, investing or spending time in UK on how to structure their assets, including advice relating to the remittance basis regime and the structuring of UK residential property.


Chris Moorcroft
Chris Moorcroft Partner
Harbottle Lewis
Marika Lemos
Barrister
Devereux Chambers

Marika joined Devereux Chambers in August 2014, from Gray’s Inn Tax Chambers.

She is a tax specialist and her practice covers both contentious and non-contentious work. She also accepts instructions in the context of trust and pension disputes, Variation of Trust Act applications and professional negligence cases where tax is involved. Her clients include UK and international trustees, charities, individuals, businesses, a trade union and other public bodies.

Recent advisory work includes tax planning in respect of onshore and offshore trusts, farms and businesses; UK and cross- border estate planning; deeds of variation; domicile and the remittance basis planning; advice on residence and domicile of individuals, residence of partnerships and corporates; unwinding EBTs; disposals of businesses; immunities from tax; advice in respect of property holding structures; taxation of pensions; advice on employment status in the context of IR35.


Marika Lemos
Marika Lemos Barrister
Devereux Chambers
James Allen
Director
C. Hoare & Co

James Allen
James Allen Director
C. Hoare & Co
David Macey
Consultant
Saffery Champness

David Macey
David Macey Consultant
Saffery Champness
Rose Chamberlayne
Partner
Wiggin Osborne Fullerlove

Rose Chamberlayne
Rose Chamberlayne Partner
Wiggin Osborne Fullerlove
Matthew Braithwaite
Partner
Wedlake Bell

Matthew Braithwaite
Matthew Braithwaite Partner
Wedlake Bell
Arabella Henman
Client Director
Capital Generation Partners

Arabella manages the firm's relationships with professional intermediaries, both onshore and offshore. She was recognised as Women of the Year Leadership in the Large, Institutional category at the Citywealth Powerwomen Awards in 2017. Before joining CapGen, Arabella held the position of Client Director at Close Brothers Asset Management. Before this, she held positions at Dominion Corporate Services, PQR Financial Planning and Coutts. Arabella has a degree in European Business Administration from Middlesex University


Arabella Henman
Arabella Henman Client Director
Capital Generation Partners
Nick Jacob
Partner
Forsters

Nick Jacob
Nick Jacob Partner
Forsters
Joe Donohoe
Director
ARC (Jersey)

Joe Donohoe
Joe Donohoe Director
ARC (Jersey)
Abby Buckland
Partner
Kingsley Napley

Abby Buckland
Abby Buckland Partner
Kingsley Napley
James Lawson
Co-Founder
Tribe Impact Capital

James Lawson
James Lawson Co-Founder
Tribe Impact Capital
Harriet Edwards
Private Client Lawyer
KPMG

Harriet Edwards
Harriet Edwards Private Client Lawyer
KPMG
Catherine Grum
Head of Family Office Services
BDO

Catherine Grum
Catherine Grum Head of Family Office Services
BDO
Freddie Bjorn
Partner
Payne Hicks Beach

Frederick advises a broad range of both UK and foreign clients on personal tax and trust issues.

Frederick specialises in providing advice on: Wills and estate planning (including strategic succession planning for family businesses); tax issues relating to non-domiciliaries and cross border migration; all aspects of capital taxes planning; and the establishment and restructuring of onshore and offshore trusts.

Clients he has advised include entrepreneurs, high net worth business men/city executives and shareholders of private and family owned companies.


Freddie Bjorn
Freddie Bjorn Partner
Payne Hicks Beach
Elizabeth Small
Partner
Forsters

Elizabeth Small
Elizabeth Small Partner
Forsters

Agenda

Chair's Opening Remarks
Speakers:
Robert Brodrick - Chairman - Payne Hicks Beach
Session 1
Passing Wealth on Sensibly to the Next Generation
Speakers:
Bryony Cove - Partner - Farrer & Co
James Allen - Director - C. Hoare & Co
David Macey - Consultant - Saffery Champness
Matthew Braithwaite - Partner - Wedlake Bell
Session 2
Structuring Options that allow the Maintenance of Control
Speakers:
Rose Chamberlayne - Partner - Wiggin Osborne Fullerlove
Session 3
Managing Wealth with a Social Conscience and a World View: Is it Possible?
Speakers:
Arabella Henman - Client Director - Capital Generation Partners
Joe Donohoe - Director - ARC (Jersey)
James Lawson - Co-Founder - Tribe Impact Capital
Session 4
Family Governance Structures
Speakers:
Nick Jacob - Partner - Forsters
Catherine Grum - Head of Family Office Services - BDO
Session 5
A Matter of Life and Death: Lifetime Planning v Will Planning
Speakers:
Freddie Bjorn - Partner - Payne Hicks Beach
James Shore - Marketing Consultant - Lombard International Assurance S.A
Annabel Watson - Relationship Manager - Deutsche Bank Wealth Management
Leonora Stevens - Director - Saffery Champness
Session 6
Family Partnerships and Family Companies
Speakers:
Harriet Edwards - Private Client Lawyer - KPMG
Session 7
Understanding the Next Generation of HNWs
Speakers:
Aparna Nathan QC - Barrister - Devereux Chambers
Chris Moorcroft - Partner - Harbottle Lewis
Naomi Rive - Head of Family Office - Highvern (Jersey)
Marika Lemos - Barrister - Devereux Chambers
Session 8
Transitioning Wealth in Turbulent Times – Tax, Matrimonial & Family issues
Speakers:
Elizabeth Small - Partner - Forsters
David Kilshaw - Partner - Rawlinson & Hunter
Abby Buckland - Partner - Kingsley Napley

Unique pre-recorded format

  • We have designed this format with you, the busy practitioner in mind.
  • We know that you have no desire to spend an entire day, or even half a day, on a live online event. 
  • Receive the whole event at once, watch at your leisure 
  • One price, one team
  • Share internally with your colleagues 

Partnership

Partnering on an event or indeed the community as a whole will increase your company’s profile and brand awareness.

We can provide bespoke value adding partnerships. We will work in partnership with you to develop a bespoke marketing solution to meet your objectives across varying events and thought leadership content. We will ensure that you gain value through the right medium, focused on your desired audience, with a true partnership that delivers value to your marketing needs. Want to know more?

Please contact Chris on 0207 101 4151 or email chris@thoughtleaders4.com

Contact Us

If you are interested in this event and would like some more information before making your decision to attend please contact Paul on +44 207 101 4155 or email paul@thoughtleaders4.com