TL4
2 Day Summits

TL4 & ConTrA present Private Client Summer School: The Ultimate Insider’s Guide

26 Aug 2021

Location: 26th & 27th August 2021 - Downing College, Cambridge (Price inclusive of Accommodation, All Meals & Networking Activities)
Members: ConTrA & TL4 Next Gen Wealth - £499 + VAT - Book by 14 May
Non Members: £699 + VAT - Book by 14 May

TL4 & ConTrA present Private Client Summer School: The Ultimate Insider’s Guide

Highlights

Bringing you the Ultimate Insider's Guide to all things Private Client. If you are newly qualified and looking to broaden your knowledge and refine your skills then you need to be here. 

TL4 Next Gen Wealth and ConTrA present a programme full 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 opoortunities in a very enjoyable setting. 

  • Black letter law - it's what's important after all
  • Soft skills - the other 'stuff' and why it matters to you and your growing practice
  • Networking - meet others who will one day be your source of client referrals and contacts for life

As the world opens back up, so do opportunities. Never has there been a more important time to get back to the classroom and bounce ideas and questions off your peers. 

Accommodation: The 2-day summer school (Thur-Fri) package includes 1 nights' accommodation (Thursday night), all meals and evening activities.

*Drinks at the college bar are not included. Please note that the bar accepts cards only, no cash.

Additional Nights: If you wish to book accommodation for extra nights (Wednesday or Friday) please email laura@thoughtleaders4.com

*Extra nights' accommodation is subject to availability and needs to be organised and paid at least one week in advance of the Summer School. 

Expert Speaking Faculty:

Jessica Henson
Partner
Payne Hicks Beach

Jessica is a private client partner specialising in risk and disputes in relation to trusts and estates.

Jessica has accrued extensive trust litigation experience both in England and offshore. Her cases have included both seeking and defending the removal of trustees, protectors and executors; rectification and variation of trusts; setting aside and defending trusts on the basis of sham allegations; challenging trustees’ decisions and advising trustees on making decisions in contentious circumstances; challenging trustees’ fees; claims for breach of fiduciary duty; and associated professional negligence proceedings against tax and legal advisors. 

Equally, Jessica frequently advises on probate and estate disputes, including invalidity claims, capacity and construction issues, as well as claims under the Inheritance (Provision for Family and Dependents) Act 1975.

Jessica has also built up particular expertise in advising trustees and beneficiaries on issues of trust law in the context of divorce proceedings – both in relation to proceedings in the Family Division and in the corresponding offshore trust jurisdictions. 


Jessica Henson
Jessica Henson Partner
Payne Hicks Beach
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
James Lister
Partner
Stevens & Bolton

James Lister
James Lister Partner
Stevens & Bolton
Michelle Tring
Trust Director
Affinity Private Wealth

Michelle Tring
Michelle Tring Trust Director
Affinity Private Wealth
Mark Hubbard
Barrister
New Square Chambers

 

Mark Hubbard is a litigator with a reputation for contentious trust and estates cases, civil fraud, regulatory and disciplinary matters, company, insolvency and commercial litigation, as well as advisory work in those fields. His practice has a substantial offshore and international element. Mark has particular experience of litigation in the Bahamas, the Isle of Man, Guernsey, Jersey and Switzerland.

 

He is praised by clients for his quick grasp of complex cases, reliability and the quality of his advocacy, advice and client skills, he "comes up with commercial, practical and creative solutions" (Legal 500, 2016) and is described as "a very assured senior junior who is quick to grasp issues"(Chambers UK Bar 2017, Civil Fraud) and "very impressive in court"(Chambers HNW 2016).

 

His most recent cases include Marr v Collie 2017 (Privy Council, Bahamas, Trusts); Dinglis Properties v Dinglis Management [2016] 4 WLR 72 (civil fraud, freezing orders); Re K Trust [2016] WTLR 1225 (Guernsey, protectors, trusts); S v S [2015] 1 WLR 4592 (family, Jersey trusts) and Re Fenox (UK) Ltd [2015] All ER(D) 38 (Jan) (insolvency, arbitration).

 

Mark is the author of Protectors of Trusts (OUP, 2013), the first edition of an international practitioners work and of articles including "When ‘fraud’ does not unravel all", Trusts & Trustees 2013; "More about Schmidt", TQR 2014 and "Control & Ownership: and what's yours is mine too", TQR 2016. He is regularly asked to speak on domestic and offshore legal topics at home and abroad.

 


Mark Hubbard
Mark Hubbard Barrister
New Square Chambers
Lorraine Jeffery
Partner
Michelmores

Lorraine is a Partner specialising in  resolving disputes arising from wills, estate administrations and trusts. Her practice also includes proprietary estoppel claims, capacity disputes involving the Court of Protection and claims to recover lifetime gifts.

Her cases frequently have a cross-border or international element and she has experience in cases involving Jersey, Guernsey, Isle of Man, BVI, Nevis and Hong Kong, among others.

Clients include trustees, executors, beneficiaries, financial institutions, charities, attorneys and deputies.

Recent Experience

Advising trustees on the recovery of an art collection from beneficiaries;

Acting on behalf of a cohabitee, whose partner died intestate, to secure a financial settlement under the Inheritance Provision for Family and Dependants) Act 1975.

Advising charitable trustees on a dispute arising in connection with the Settled Land Act 1925.

Advising executors on a potential dispute arising from rent due to the estate by a beneficiary.

Advising on an application to vary a trust under the Variation of Trusts Act, 1958.


Lorraine Jeffery
Lorraine Jeffery Partner
Michelmores
Ben Havard
Partner
Collas Crill (Guernsey)

Ben Havard
Ben Havard Partner
Collas Crill (Guernsey)
David Kilshaw
Partner
Rawlinson & Hunter

David Kilshaw
David Kilshaw Partner
Rawlinson & Hunter
Claire-Marie Cornford
Partner
Irwin Mitchell

I am the lead Partner for the Will, Trust and Estate Disputes team in London.

I specialise in private client disputes and litigation, specifically those concerning trust, estate and succession disputes. My clients include private individuals, trustees, executors, administrators, protectors and beneficiaries. I deal with all manner of disputes both in the UK and internationally, including claims under the Inheritance (Provision for Family and Dependants) Act 1975, will disputes, and claims in respect of beneficial interests in property.

I have been consistently recommended in The Legal 500 for this work.


Claire-Marie Cornford
Claire-Marie Cornford Partner
Irwin Mitchell
Ruth Hughes
Barrister
5 Stone Buildings

Ruth has a broad Chancery practice focused on litigation. The main areas of her practice are Trust and Estate disputes, Court of Protection and contentious Tax.

Ruth has appeared in (and cross-examined) in highly complex and valuable cases including the Ingenious tax-avoidance litigation, a film scheme concerning financing films such as Avatar, Life of Pi and Shaun of the Dead. The amount at stake is c. £1bn.

Ruth has represented the Attorney-General (unled) in the Court of Appeal in the high-profile Quan v Braydivorce litigation where the wife is seeking to break a Mauritian trust for the benefit of the endangered South China Tiger. 22 tigers live on the trust’s land in South Africa worth £25m.

Ruth regularly appears in the High Court and the Court of Protection where she is frequently instructed by the Official Solicitor.

Ruth has been appointed to the Attorney-General’s B Panel.


Ruth Hughes
Ruth Hughes Barrister
5 Stone Buildings
Simon Goldring
Partner
Maurice Turnor Gardner LLP

Simon Goldring
Simon Goldring Partner
Maurice Turnor Gardner LLP
Nick Holland
Partner
McDermott, Will & Emery

Session: 11.20am  Attacking and Defending Trusts in Divorce: Is the Family Court Position on Trusts Correct?


Nick Holland
Nick Holland Partner
McDermott, Will & Emery
Edward Stone
Partner
Womble Bond Dickinson

Edward has over 20 years' experience advising high net worth individuals, their families, trustees and family offices on cross-jurisdictional asset structuring and international tax, wealth and succession planning. With a unique blend of expertise from having worked both offshore and onshore, in common and civil law jurisdictions and on contentious and non-contentious matters, Edward is recognised for taking a creative approach to wealth structuring, for having particular expertise in the establishment of fiduciary structures and related fiduciary and governance issues. 


Edward Stone
Edward Stone Partner
Womble Bond Dickinson
Dylan Samuel
Senior Relationship Manager
Lombard Odier

Dylan Samuel joined Lombard Odier in December 2016 as an Executive Vice President. Prior to joining Lombard Odier, Dylan spent 13 years at J.P.Morgan Private Bank. Dylan worked in both the Geneva and London offices for J.P.Morgan and in his last role headed a team of five relationship managers focusing on Entrepreneurs, UK financial professionals and family offices. Dylan holds a Masters in Mechanical Engineering (MEng) from the University of Bath. He also holds the Investment Management Certificate (IMC). Dylan is a Chartered Fellow of the Securities and Investment Institute (CISI). Dylan is a real proponent of responsible capital and sustainable investment. Outside the office Dylan enjoys spending time with his young family and sports (rowing, cycling and triathlon).


Dylan Samuel
Dylan Samuel Senior Relationship Manager
Lombard Odier
Richard Manyon
Partner
Payne Hicks Beach

Richard Manyon
Richard Manyon Partner
Payne Hicks Beach
James Woods-Davison
Associate
Boodle Hatfield

James' work encompasses dispute resolution, strategic advice and restructuring in relation to legal and commercial challenges faced by high net worth individuals, trusts and corporate structures.

Identified in 2020 by Legal 500 as a “Rising Star” and one of the eprivateclient Top 35 under 35, James is an associate in the Firm’s top tier private wealth disputes team. He previously trained and qualified at Macfarlanes where he worked in their private client advisory team and joined the Firm in 2018 in order to focus on private wealth disputes.

A significant proportion of James’ work relates to international matters with little (or no) connection with the UK.


James Woods-Davison
James Woods-Davison Associate
Boodle Hatfield
Jonathan Arr
Partner
Macfarlanes

Jonathan specialises in international contentious trust, probate and succession disputes, high-value family disputes and commercial litigation.

The clients for whom he acts range from multinational corporations, international private wealth managers and trust companies through to a diverse spectrum of high-net-worth individuals both from the UK and from around the world, including South America, Europe and the Middle East.

Jonathan is an experienced litigator in both the UK courts and foreign courts, including Singapore, Bermuda, the Cayman Islands, BVI, the Channel Islands, the Isle of Man and Mauritius. He acts on the full range of matters affecting private clients including breach of trust claims, fraud claims, blessing applications, challenges to wills, Inheritance Act claims, art and cultural property disputes and applications to deal with mistaken advice or flawed decisions by way of rectification or revocation. He has particular expertise resolving difficult and long-running disputes between beneficiaries of both English and offshore family trusts owning large multinational businesses.

As well as acting in court proceedings, he has also advised clients in numerous successful large-scale settlement negotiations and mediations, particularly in the context of family disputes. Jonathan is a member of the Association of Contentious Trusts and Probate Specialists.

Jonathan also has substantial expertise in high-value employment law and commercial disputes, acting for financial institutions, in particular, in the High Court and employment tribunals.


Jonathan Arr
Jonathan Arr Partner
Macfarlanes
Joe Donohoe
Director
ARC (Jersey)

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

Nick Jacob
Nick Jacob Partner
Forsters
Charlotte Kynaston
Barrister
Macfarlanes

Charlotte advises individuals, family offices and trust companies on a wide variety of trust, tax and international estate planning issues.  Most of her work has an international focus, advising clients with links to multiple jurisdictions. 

Charlotte has a particular interest in philanthropy, and is a member of our charities team. She advises philanthropists and charities on charity law and taxation, including advising on structuring charitable giving, establishing new charities and ongoing governance of charities.

Charlotte began her career as a barrister, and draws on that experience to work with our private client litigation team on contentious and non-contentious trust litigation matters. 

Charlotte was recently seconded to a leading law firm in Bermuda, where she advised on international estate planning, trust litigation and cross-border charity issues.


Charlotte Kynaston
Charlotte Kynaston Barrister
Macfarlanes
Gemma Willingham
Partner
Baker McKenzie

Gemma Willingham
Gemma Willingham Partner
Baker McKenzie

Agenda

09.15
Welcome and Plan for the Day
Speakers:
Jessica Henson - Partner - Payne Hicks Beach
Chris Moorcroft - Partner - Harbottle & Lewis
09.20
The A-Z of Estate Planning
Speakers:
Ruth Hughes - Barrister - 5 Stone Buildings
Edward Stone - Partner - Womble Bond Dickinson
10.00
Does Your Client Have Capacity?
Speakers:
Lorraine Jeffery - Partner - Michelmores
10.35
Break
11.00
Orienteering yourself in the world of tax planning - Getting the basics right - Residence and Domicile - The key taxes - Core texts
Speakers:
David Kilshaw - Partner - Rawlinson & Hunter
11.35
Bitesize Sessions (Part 1)

All you need to know about:

Powers!

12.00
Common Drafting Pitfalls and how to resolve them
12.25
Investments and ESG
Speakers:
Dylan Samuel - Senior Relationship Manager - Lombard Odier
12.50
Lunch
14.15
Private Client: A Jurisdictional Tour
14.50
The taxonomy of trust disputes

- Trust Disputes

- Beneficiary Disputes

- Third Party Disputes

- An Introductin to Blessings

15.10
How to Lose a Client/How to Win a Client in 10 days
Speakers:
Richard Manyon - Partner - Payne Hicks Beach
Gemma Willingham - Partner - Baker McKenzie
15.45
Punting
19.30
Dinner and Entertainment
9.30
Welcome and plan for the day
Speakers:
Michelle Tring - Trust Director - Affinity Private Wealth
James Lister - Partner - Stevens & Bolton
09.35
Trust Disputes and Insolvent Trusts


 

Speakers:
Ben Havard - Partner - Collas Crill (Guernsey)
Simon Goldring - Partner - Maurice Turnor Gardner LLP
10.15
1975 Act Claims and Probate Disputes
Speakers:
Mark Hubbard - Barrister - New Square Chambers
11.00
Break
11.30
The variation of trusts and post death variations
12.10
Charities/Philanthropy Update
Speakers:
Charlotte Kynaston - Barrister - Macfarlanes
12.50
Lunch
14.15
Bitesize Sessions (Part 2)

All you need to know about:

Privilege

Speakers:
Claire-Marie Cornford - Partner - Irwin Mitchell
14.40
What Trustees need to know other than the law
Speakers:
Joe Donohoe - Director - ARC (Jersey)
15.05
Firewall Legislation
15.25
What client lawyers need to know about Family Law
16.00
Business Development in the Private Client World
Speakers:
Simon Goldring - Partner - Maurice Turnor Gardner LLP
16.30
End of Day and Farewell Drinks

Networking

As well as being a fantastic learning opportunity, the Private Client Summer School is also a chance to build your network and form connections with your peers that will last you a lifetime.

Our engaging and varied sessions allow chances to network throughout the day and each evening you can relax in the company of your colleagues with our nightly activities that take in the sights of historic Cambridge and give you a taste of student life at the college. 

Networking Breaks

  • Our regular breaks throughout the summer school provide an opportunity to discuss the course (and hopefully enjoy the sunshine) with your fellow attendees alongside refreshments.

Punting - Don't fall in!

  • Navigate your way down the the River Cam which runs past many of the oldest colleges in Cambridge. Take in the fantastic view of King's College Chapel, the Wren Library and the Bridge of Sighs from just above the waterline. 

Pimms & Barbeque - Quintessential British Summertime

  • As British as strawberries and cream, nothing says Summertime like a pimms drinks reception followed by a barbeque. Soak up the last of the summer sun and talk through the day's events. 

College Bar - Relax and Refresh

  • Open nightly, the college bar serves a wide range of soft and alcoholic beverages. After a full day of learing take the opportunity to relax and unwind with your coursemates. (And if that isn't enough for you, you can always ask our team about the Cambridge nightlife!)

Book with Clarity

If the event runs on the designated date and any delegate is unable to attend due to:
•    Local travel restrictions of the attendee
•    Restrictions in the UK
•    Any requirement to self-isolate or quarantine 
•    General travel restrictions

All bookings will have the option of:
•    Sending a replacement at no extra cost
•    Transferring to the 2022 date at no extra cost 
•    A full refund 

If the event does not run as scheduled all bookings will have the option of:
•    Transferring to the 2022 date at no extra cost 
•    A full refund 

The event will operate in accordance with government capacity guidelines which are subject to change.

Event Partners

Networking Partner

Contact Us

If you are interested in this event and would like some more information before making your decision to attend please contact Laura on +44 7841974969 or email laura@thoughtleaders4.com