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

Enhance | Expand | Elevate

Wednesday 21st - Friday 23rd August 2024 - Downing College, Cambridge 

VIEW 2024 AGENDA NETWORKING OPPORTUNITIES BOOK NOW

Agenda

Meet & Greet
7.00pm

The Cambridge Brew House:
1 King St, Cambridge CB1 1LH

Take the opportunity to network with the speakers and your fellow course-mates in a relaxed environment before lectures are in session!

Registration
8.45am

Welcome & Plan for the Day
9.15am

Estate Planning – Back to Basics
9.25am

Capacity
10.05am

Trust Basics – What, Why, Where...
10.40am

Refreshment Break
11.00am

2024 Class Photo
11.15am

Private Client: A Jurisdictional Tour & Cross Border Planning
11.30am

Disputes & Advisory Work Crossover
12.00pm

Taxonomy of Trust Disputes
12.30pm

Lunch
13.10pm

All you need to know about Powers
14.20pm

All you need to know about Privilege
14.40pm

How to win/lose a client
15.00pm

Chair's Closing Remarks
15.30pm

Networking Activities
16.45pm

Morning Refreshments
9.00am

Welcome & Plan for the Day
9.30am

Business Development in the Private Client World
9.35am

Investments & ESG
10.05am

The Variation of Trusts & Post Death Variations
10.35am

Refreshment Break
11.05am

What Trustees need to know other than the Law
11.25am

Joe Donohoe, Director
ARC (Jersey)

1975 Act Claims & Probate Disputes
11.50am

Fraud & Insolvency in Trusts
12.30pm

Lunch
13.10pm

Tax, Residence & Domicile: A Wealth Planner’s Perspective
14.10pm

What Private Client Lawyers need to know about Family Law
14.50pm

Charities / Philanthropy Update
15.20pm

Crystal Ball Gazing
15.50pm

Chairs Closing Remarks
16.20pm

Close of Event - Farewell Tea & Coffee
16.30pm

7.00pm
Meet & Greet

The Cambridge Brew House:
1 King St, Cambridge CB1 1LH

Take the opportunity to network with the speakers and your fellow course-mates in a relaxed environment before lectures are in session!

8.45am
Registration
9.15am
Welcome & Plan for the Day
9.25am
Estate Planning – Back to Basics
10.05am
Capacity
10.40am
Trust Basics – What, Why, Where...
11.00am
Refreshment Break
11.15am
2024 Class Photo
11.30am
Private Client: A Jurisdictional Tour & Cross Border Planning
12.00pm
Disputes & Advisory Work Crossover
12.30pm
Taxonomy of Trust Disputes
13.10pm
Lunch
14.20pm
All you need to know about Powers
14.40pm
All you need to know about Privilege
15.00pm
How to win/lose a client
15.30pm
Chair's Closing Remarks
16.45pm
Networking Activities
9.00am
Morning Refreshments
9.30am
Welcome & Plan for the Day
9.35am
Business Development in the Private Client World
10.05am
Investments & ESG
10.35am
The Variation of Trusts & Post Death Variations
11.05am
Refreshment Break
11.25am
What Trustees need to know other than the Law
Joe Donohoe - Director - ARC (Jersey)
11.50am
1975 Act Claims & Probate Disputes
12.30pm
Fraud & Insolvency in Trusts
13.10pm
Lunch
14.10pm
Tax, Residence & Domicile: A Wealth Planner’s Perspective
14.50pm
What Private Client Lawyers need to know about Family Law
15.20pm
Charities / Philanthropy Update
15.50pm
Crystal Ball Gazing
16.20pm
Chairs Closing Remarks
16.30pm
Close of Event - Farewell Tea & Coffee

Event Partners

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Contact Us

Speaker

For Speaker enquiries please contact Seth on +44 (0) 20 3433 2282 or email seth@thoughtleaders4.com

Partnership

For Partnership enquiries please contact James on +44 (0) 20 3398 8546 or email james@thoughtleaders4.com

Accommodation, Arrival & Venue

For Accommodation, Arrival & Venue enquiries please contact Laura on +44 (0) 20 3433 2284 or email laura@thoughtleaders4.com

Booking & General

For Booking & General enquiries please contact Paul on +44 (0) 20 3398 8510 or email paul@thoughtleaders4.com

Marketing

For Marketing enquiries please contact Yelda on +44 (0) 20 3398 8551 or email yelda@thoughtleaders4.com