
TL4 & ConTrA present Private Client Summer School: The Ultimate Insider’s Guide
The Leading Private Client Event for Junior Practitioners
Wednesday 27th - Friday 29th August 2025 - Downing College, Cambridge
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

Ashleigh Carr, Partner
Maurice Turnor Gardner
Chris Moorcroft, Partner
Harbottle & Lewis
Estate Planning - Back to Basics
9.25am
A practical discussion on primary considerations and how to avoid claims.

Beth Price, Principal Associate
Mills & Reeve

Emma Geale, Principal Associate
Mills & Reeve
Trusts - Back to Basics
10.05am
- Trust categories
- Choosing a jurisdiction
- Planning and protecting structures

Emilia Piskorz, Partner
Mishcon de Reya
Networking & Refreshment Break
10.45am
2025 Class Photo
11.00am
Private Client: A Comparison of Trust Jurisdictions
11.10am

Stephen Lord, Senior Associate
Ogier

Niall MacDonald, Partner
Appleby
Examining the Crossover Between Disputes & Advisory Work
11.40am
- The role of litigation
- Unintended tax consequences

Tobias Gleed-Owen, Senior Associate
Birketts

Alexa Payet, Partner
Michelmores
Understanding 1975 Act Claims
12.10pm
- Funding Inheritance Act 1975 claims
- ADR
- Interesting points in practice

Daniel Thorpe, Barrister
Radcliffe Chambers

Sarah Aughwane, Partner
Withers
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

James Sheedy, Partner
Collas Crill (Jersey)

Sarah Moore, Senior Associate
Charles Russell Speechlys
All You Need to Know About Privilege
2.10pm
- Legal professional privilege
- Legal advice privilege
- Litigation privilege

Claire-Marie Cornford, Partner
Irwin Mitchell

Clementine Hickman, Associate
Taylor Wessing
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”?

Millie Rai, Barrister
New Square Chambers
How to Win or Lose a Client
3.15pm
Richard Manyon, Partner
Payne Hicks Beach

Gemma Willingham, Partner
Baker McKenzie
Chair's Closing Remarks
3.45pm

Ashleigh Carr, Partner
Maurice Turnor Gardner
Chris Moorcroft, Partner
Harbottle & Lewis
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

James Lister, Partner
Stevens & Bolton

Joanne Morse, Deputy CEO
Summit Trust International (Switzerland)
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

Jay Lawrence, Director
Rathbones Group

Ashleigh Carr, Partner
Maurice Turnor Gardner
Value-Driven Investing
9.50am

Joanne Morse, Deputy CEO
Summit Trust International (Switzerland)

James Woods-Davison, Senior Associate
Boodle Hatfield
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

Rachel Gaffney, Partner
Freeths

Alexandra Giles, Solicitor
Howard Kennedy LLP
Networking & Refreshment Break
10.50am
What Trustees Need to Know as well as the Law
11.05am

Alona Golling, Head of Client Services
Summit Trust International (Switzerland)
Exploring The Taxonomy of Trust Disputes
11.35am
- What they are and what to do
- Categories of trust disputes
- How trustees should react

Jacob Ward, Partner
Macfarlanes

Francis Ng, Barrister
5 Stone Buildings
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
Tamasin Perkins, Partner
Charles Russell Speechlys

Marcus Croskell, Barrister
New Square Chambers
Networking & Lunch Break
12.35pm
Understanding Probate Disputes
1.30pm
- How to contest a will
- When to contest a will
- Who can contest a will
- Proprietary estoppel

Geoff Kertesz, Partner
Stewarts
The (Personal) Tax Slot
2.00pm
- Why tax is like fashion.
- The changing tax environment: how to survive and prosper.
- The key building blocks, including the newly dominant residence rules.
- Domicile –gone but not forgotten (yet).

David Kilshaw, Head of Private Client Wealth Solutions
Rothschild & Co
What Private Client Lawyers need to know about Family Law
2.40pm
- The treatment of trusts in fincial remedy proceedings
- Advising trustees during proceedings
- Navigating the Family Court

Marina Faggionato , Barrister
QEB
Charities and Philanthropy - Back to Basics
3.10pm
- Overview of charitable giving in the UK
- Charitable Tax reliefs
- Gifts of non-cash assets
- Estate planning – gifting to charity through wills

Joe Crome, Head of Business Development and CAF American Donor Fund
CAF (Charities Aid Foundation)
Chairs Closing Remarks
3.40pm

James Lister, Partner
Stevens & Bolton

Joanne Morse, Deputy CEO
Summit Trust International (Switzerland)
Close of Event - Farewell Tea & Coffee
3.50pm
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!
Ashleigh Carr - Partner - Maurice Turnor Gardner
Chris Moorcroft - Partner - Harbottle & Lewis
A practical discussion on primary considerations and how to avoid claims.
Beth Price - Principal Associate - Mills & ReeveEmma Geale - Principal Associate - Mills & Reeve
- Trust categories
- Choosing a jurisdiction
- Planning and protecting structures
Stephen Lord - Senior Associate - Ogier
Niall MacDonald - Partner - Appleby
- The role of litigation
- Unintended tax consequences
Alexa Payet - Partner - Michelmores
- Funding Inheritance Act 1975 claims
- ADR
- Interesting points in practice
Sarah Aughwane - Partner - Withers
- What are powers and how to classify them
- Circumstances in which the use of powers can go wrong
- Recent case law on powers
Sarah Moore - Senior Associate - Charles Russell Speechlys
- Legal professional privilege
- Legal advice privilege
- Litigation privilege
Clementine Hickman - Associate - Taylor Wessing
- The basics of trustee liability to creditors
- Trustee indemnity in practice
- When (and where) can a trust be “insolvent”?
Richard Manyon - Partner - Payne Hicks Beach
Gemma Willingham - Partner - Baker McKenzie
Ashleigh Carr - Partner - Maurice Turnor Gardner
Chris Moorcroft - Partner - Harbottle & Lewis
Meet outside the Howard Building.
James Lister - Partner - Stevens & Bolton
Joanne Morse - Deputy CEO - Summit Trust International (Switzerland)
- Investment planning and strategy
- Marketing, networking and other core areas
- Internal and external marketing
- Networking practices
Ashleigh Carr - Partner - Maurice Turnor Gardner
Joanne Morse - Deputy CEO - Summit Trust International (Switzerland)
James Woods-Davison - Senior Associate - Boodle Hatfield
- Why is a variation favoured
- Analysing the powers of appointment and advancement
- Variation of Trusts Act 1958
Alexandra Giles - Solicitor - Howard Kennedy LLP
Alona Golling - Head of Client Services - Summit Trust International (Switzerland)
- What they are and what to do
- Categories of trust disputes
- How trustees should react
Francis Ng - Barrister - 5 Stone Buildings
- Assessing capacity and why it's so important
- Court of Protection cases in various forms
Marcus Croskell - Barrister - New Square Chambers
- How to contest a will
- When to contest a will
- Who can contest a will
- Proprietary estoppel
- Why tax is like fashion.
- The changing tax environment: how to survive and prosper.
- The key building blocks, including the newly dominant residence rules.
- Domicile –gone but not forgotten (yet).
- The treatment of trusts in fincial remedy proceedings
- Advising trustees during proceedings
- Navigating the Family Court
- Overview of charitable giving in the UK
- Charitable Tax reliefs
- Gifts of non-cash assets
- Estate planning – gifting to charity through wills
James Lister - Partner - Stevens & Bolton
Joanne Morse - Deputy CEO - Summit Trust International (Switzerland)

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 Ewan on +44 (0) 20 3433 2284 or email ewan@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