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 

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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

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
Ashleigh Carr - Partner - Maurice Turnor Gardner
Chris Moorcroft - Partner - Harbottle & Lewis
9.25am
Estate Planning - Back to Basics

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

Beth Price - Principal Associate - Mills & Reeve
Emma Geale - Principal Associate - Mills & Reeve
10.05am
Trusts - Back to Basics
  • Trust categories
  • Choosing a jurisdiction
  • Planning and protecting structures
Emilia Piskorz - Partner - Mishcon de Reya
10.45am
Networking & Refreshment Break
11.00am
2025 Class Photo
11.10am
Private Client: A Comparison of Trust Jurisdictions
Stephen Lord - Senior Associate - Ogier
Niall MacDonald - Partner - Appleby
11.40am
Examining the Crossover Between Disputes & Advisory Work
  • The role of litigation
  • Unintended tax consequences
Tobias Gleed-Owen - Senior Associate - Birketts
Alexa Payet - Partner - Michelmores
12.10pm
Understanding 1975 Act Claims
  • Funding Inheritance Act 1975 claims
  • ​ADR
  • Interesting points in practice
Daniel Thorpe - Barrister - Radcliffe Chambers
Sarah Aughwane - Partner - Withers
12.40pm
Networking & Lunch
1.40pm
All You Need to Know About Powers
  • 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
2.10pm
All You Need to Know About Privilege
  • Legal professional privilege
  • Legal advice privilege
  • Litigation privilege
Claire-Marie Cornford - Partner - Irwin Mitchell
Clementine Hickman - Associate - Taylor Wessing
2.40pm
Insolvency Trusts & Insolvent Trustees
  • 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
3.15pm
How to Win or Lose a Client
Richard Manyon - Partner - Payne Hicks Beach
Gemma Willingham - Partner - Baker McKenzie
3.45pm
Chair's Closing Remarks
Ashleigh Carr - Partner - Maurice Turnor Gardner
Chris Moorcroft - Partner - Harbottle & Lewis
4.45pm
Meet for Punting

Meet outside the Howard Building.


7.00pm
Prosecco & Pimms Drinks Reception

7.30pm
Great British BBQ
8.00pm
College Bar Open
9.00pm
Afterparty
9.00am
Morning Networking & Refreshments
9.15am
Chairs' Welcome & Plan for the Day
James Lister - Partner - Stevens & Bolton
Joanne Morse - Deputy CEO - Summit Trust International (Switzerland)
9.20am
Business Development in the Private Client World
  • 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
9.50am
Value-Driven Investing
Joanne Morse - Deputy CEO - Summit Trust International (Switzerland)
James Woods-Davison - Senior Associate - Boodle Hatfield
10.20am
The Variation of Trusts & Post Death Variations
  • 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
10.50am
Networking & Refreshment Break
11.05am
What Trustees Need to Know as well as the Law
Alona Golling - Head of Client Services - Summit Trust International (Switzerland)
11.35am
Exploring The Taxonomy of Trust Disputes
  • 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
12.05pm
Analysing Capacity and its Impact on Private Client Law
  • 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
12.35pm
Networking & Lunch Break
1.30pm
Understanding Probate Disputes
  • How to contest a will
  • When to contest a will
  • Who can contest a will
  • Proprietary estoppel
Geoff Kertesz - Partner - Stewarts
2.00pm
The (Personal) Tax Slot
  • 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
2.40pm
What Private Client Lawyers need to know about Family Law
  • The treatment of trusts in fincial remedy proceedings
  • Advising trustees during proceedings
  • Navigating the Family Court
Marina Faggionato - Barrister - QEB
3.10pm
Charities and Philanthropy - Back to Basics
  • 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)
3.40pm
Chairs Closing Remarks
James Lister - Partner - Stevens & Bolton
Joanne Morse - Deputy CEO - Summit Trust International (Switzerland)
3.50pm
Close of Event - Farewell Tea & Coffee

Event Partners

Activity Partner
Drinks Partner
Knowledge Partner

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