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

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

A practical discussion on primary consideartions and how to avoid claims.

Trusts - Back to Basics
10.05am

• Trust categories
• Choosing a jurisdiction
• Planning and protecting structures

Networking & Refreshment Break
10.45am

2025 Class Photo
11.00am

Private Client: A Comparison of Trust Jurisdictions
11.10am

Examining the Crossover Between Disputes & Advisory Work
11.40am

• The role of litigation
• Unintended tax consequences

Understanding 1975 Act Claims
12.10pm

• Funding Inheritance Act 1975 claims
• ​ADR
• Interesting points in practice

Networking & Lunch
12.40pm

All You Need to Know About Powers
1.40pm

• What are powers and how to classify them
• Circumstances in which the use of powers can go wrong
• Recent case law on powers

All You Need to Know About Privilege
2.10pm

• Legal professional privilege
• Legal advice privilege
• Litigation privilege

Insolvency Trusts & Insolvent Trustees
2.40pm

• The basics of trustee liability to creditors
• Trustee indemnity in practice
• When (and where) can a trust be “insolvent”?

How to Win or Lose a Client
3.15pm

Chair's Closing Remarks
3.45pm

Meet for Punting
4.45pm

Meet outside the Howard Building.

Prosecco & Pimms Drinks Reception
7.00pm

Great British BBQ
7.30pm

College Bar Open
8.00pm

Afterparty
9.00pm

Morning Networking & Refreshments
9.00am

Chairs' Welcome & Plan for the Day
9.15am

Business Development in the Private Client World
9.20am

• Investment planning and strategy
• Marketing, networking and other core areas
• Internal and external marketing
• Networking practices

Value-Driven Investing
9.50am

The Variation of Trusts & Post Death Variations
10.20am

• Why is a variation favoured
• Analysing the powers of appointment and advancement
• Variation of Trusts Act 1958

Networking & Refreshment Break
10.50am

What Trustees Need to Know as well as the Law
11.05am

Exploring The Taxonomy of Trust Disputes
11.35am

• What they are and what to do
• Categories of trust disputes
• How trustees should react

Analysing Capacity and its Impact on Private Client Law
12.05pm

• Assessing capacity and why it's so important
• Court of Protection cases in various forms

Networking & Lunch Break
12.35pm

Understanding Probate Disputes
1.30pm

Tax, Residence & Domicile: A Wealth Planner’s Perspective
2.00pm

• Review of how tax is a changing landscape and an even greater need for advisors to communicate with one another
• Brief review of residence and domicile to include changes
• An opportunity to make yourselves a crucial point of reference at your firms on these topics
• What the new landscape look like – more emphasis on wrappers

What Private Client Lawyers need to know about Family Law
2.40pm

Charities and Philanthropy - Back to Basics
3.10pm

• Key points when acting for or against charities​
• Charity Commission updates​
• Statutory inquiries – recent examples​
• New case law 2024

Chairs Closing Remarks
3.40pm

Close of Event - Farewell Tea & Coffee
3.50pm