TL4

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

24th-26th August 2022 - Downing College, Cambridge 

VIEW AGENDA SEE ALL SPEAKERS

Agenda

MeeT & Greet - Hosted by Maurice Turnor Gardner
7.00pm

Welcome Drinks Reception  

Registration
8.45am

Welcome & Plan for the Day
9.15am

Chris Moorcroft, Partner
Harbottle & Lewis

Sophia Rogers, Barrister
Radcliffe Chambers

Estate Planning – Back to Basics
9.20am

Ruth Hughes, Barrister
5 Stone Buildings

Tax Planning 101 - Residence & Domicile
10.00am

David Kilshaw, Head of Private Client Wealth Solutions
Rothschild & Co

Refreshment Break
10.35am

Bitesize Sessions (Part 1) All you need to know about Powers
11.00am

James Sheedy, Partner
Baker & Partners (Jersey)

Pitfalls between Disputes & Advisory Work
11.35am

Rupert Ticehurst, Head of Dispute Resolution
Maurice Turnor Gardner

Investments & ESG
12.00pm

Dylan Samuel, Senior Relationship Manager
Lombard Odier

Joanne Morse, Director, Family Office Services
Summit Trust International (Switzerland)

Lunch
12.40pm

Does your Client have Capacity?
1.50pm

Lorraine Jeffery, Partner
Michelmores

Michael Mylonas QC, Barrister
Serjeants’ Inn Chambers

Private Client: A Jurisdictional Tour
2.25pm

Nick Holland, Partner
McDermott, Will & Emery

The Taxonomy of Trust Disputes
3.05pm

Jonathan Arr, Partner
Macfarlanes

How to Lose a Client / How to Win a Client in 10 Days
3.40pm

Richard Manyon, Partner
Payne Hicks Beach

Gemma Willingham, Partner
Baker McKenzie

Chair's Closing Remarks
3.55pm

Networking Activities

Punting
4.30pm

Meet up at the Porter’s Lodge for Punting on the River Cam.

Prosecco & Pimms Drinks Reception
6.30pm

Great British BBQ - Hosted by Baker & Partners
7.30pm

College Bar Open
8.00pm

Refreshments
9.00am

Welcome & Plan for the Day
9.30am

Ben Havard, Partner
Collas Crill (Guernsey)

Joanne Morse, Director, Family Office Services
Summit Trust International (Switzerland)

Trusts Disputes & Insolvent Trusts
9.35am

Mark Hubbard, Barrister
New Square Chambers

Simon Hurry, Group Partner
Collas Crill (Jersey)

1975 Act Claims & Probate Disputes
10.10am

Refreshment Break
10.50am

Fraud & Insolvency
11.15am

Hannah Davie, Partner
Grant Thornton

Charities / Philanthropy Update
11.45am

Charlotte Kynaston, Barrister
Macfarlanes

The Variation of Trusts & Post Death Variations
12.20pm

Natasha Stourton, Partner
Withers

Lunch
12.50pm

What Trustees need to know other than the Law
2.15pm

Joe Donohoe, Director
ARC (Jersey)

Bitesize Sessions (Part 2) All you need to know about Privilege
2.40pm

Richard Wilson QC , Barrister
Serle Court

Firewall Legislation
3.05pm

What Private Client Lawyers need to know about Family Law
3.25pm

Business Development in the Private Client World
4.00pm

Simon Goldring, Partner
Maurice Turnor Gardner LLP

Close of Event Farewell Tea & Coffee
4.30pm

7.00pm
MeeT & Greet - Hosted by Maurice Turnor Gardner

Welcome Drinks Reception  

8.45am
Registration
9.15am
Welcome & Plan for the Day
Chris Moorcroft - Partner - Harbottle & Lewis
Sophia Rogers - Barrister - Radcliffe Chambers
9.20am
Estate Planning – Back to Basics
Ruth Hughes - Barrister - 5 Stone Buildings
10.00am
Tax Planning 101 - Residence & Domicile
David Kilshaw - Head of Private Client Wealth Solutions - Rothschild & Co
10.35am
Refreshment Break
11.00am
Bitesize Sessions (Part 1) All you need to know about Powers
James Sheedy - Partner - Baker & Partners (Jersey)
11.35am
Pitfalls between Disputes & Advisory Work
Rupert Ticehurst - Head of Dispute Resolution - Maurice Turnor Gardner
12.00pm
Investments & ESG
Dylan Samuel - Senior Relationship Manager - Lombard Odier
Joanne Morse - Director, Family Office Services - Summit Trust International (Switzerland)
12.40pm
Lunch
1.50pm
Does your Client have Capacity?
Lorraine Jeffery - Partner - Michelmores
Michael Mylonas QC - Barrister - Serjeants’ Inn Chambers
2.25pm
Private Client: A Jurisdictional Tour
Nick Holland - Partner - McDermott, Will & Emery
3.05pm
The Taxonomy of Trust Disputes
Jonathan Arr - Partner - Macfarlanes
3.40pm
How to Lose a Client / How to Win a Client in 10 Days
Richard Manyon - Partner - Payne Hicks Beach
Gemma Willingham - Partner - Baker McKenzie
3.55pm
Chair's Closing Remarks
Networking Activities
4.30pm
Punting

Meet up at the Porter’s Lodge for Punting on the River Cam.

6.30pm
Prosecco & Pimms Drinks Reception
7.30pm
Great British BBQ - Hosted by Baker & Partners

8.00pm
College Bar Open
9.00am
Refreshments
9.30am
Welcome & Plan for the Day
Ben Havard - Partner - Collas Crill (Guernsey)
Joanne Morse - Director, Family Office Services - Summit Trust International (Switzerland)
9.35am
Trusts Disputes & Insolvent Trusts
Mark Hubbard - Barrister - New Square Chambers
Simon Hurry - Group Partner - Collas Crill (Jersey)
10.10am
1975 Act Claims & Probate Disputes
10.50am
Refreshment Break
11.15am
Fraud & Insolvency
Hannah Davie - Partner - Grant Thornton
11.45am
Charities / Philanthropy Update
Charlotte Kynaston - Barrister - Macfarlanes
12.20pm
The Variation of Trusts & Post Death Variations
Natasha Stourton - Partner - Withers
12.50pm
Lunch
2.15pm
What Trustees need to know other than the Law
Joe Donohoe - Director - ARC (Jersey)
2.40pm
Bitesize Sessions (Part 2) All you need to know about Privilege
Richard Wilson QC - Barrister - Serle Court
3.05pm
Firewall Legislation
3.25pm
What Private Client Lawyers need to know about Family Law
4.00pm
Business Development in the Private Client World
Simon Goldring - Partner - Maurice Turnor Gardner LLP
4.30pm
Close of Event Farewell Tea & Coffee

Event Partners

Media Partner

Contact Us

Speaker

For Speaker enquiries please contact Danushka on +44 2071 014191 or email laura@thoughtleaders4.com

Partnership

For Partnership enquiries please contact James on +44 7739 311749 or email james@thoughtleaders4.com

Booking & General

For Booking & General enquiries please contact Paul on +44 2071 014155 or email paul@thoughtleaders4.com

Marketing

For Marketing enquiries please contact Yelda on +44 2071 014191 or email yelda@thoughtleaders4.com