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

• IHT Basics
• Potentially Exempt Transfers and IHT in the context of trusts
• Navigating capital gains tax issues

Insolvency Trusts & Insolvent Trustees
10.05am

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

All You Need to Know About Trusts – What, Why, Where...
10.40am

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

Networking & Refreshment Break
11.10am

2024 Class Photo
11.25am

Private Client: A Comparison of Trust Jurisdictions
11.40am

Examining the Crossover Between Disputes & Advisory Work
12.10pm

• The role of litigation
• Unintended tax consequences

Understanding 1975 Act Claims & Probate Disputes
12.40pm

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

Networking & Lunch
13.20pm

All You Need to Know About Powers
14.30pm

• 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
14.50pm

• Legal professional privilege
• Legal advice privilege
• Litigation privilege

How to Win or Lose a Client
15.10pm

Chair's Closing Remarks
15.40pm

Networking Activities
16.45pm

Morning Networking & Refreshments
9.00am

Welcome & Plan for the Day
9.30am

Business Development in the Private Client World
9.35am

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

Insights into Investments & ESG from a Private Client Perspective
10.05am

The Variation of Trusts & Post Death Variations
10.35am

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

Networking & Refreshment Break
11.05am

What Trustees Need to Know as well as the Law
11.25am

Exploring The Taxonomy of Trust Disputes
11.50am

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

Analysing Capacity and its Impact on Private Client Law
12.30pm

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

Networking & Lunch Break
13.10pm

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

• A WP’s perspective ​
• Why R&D are relevant​
• Why they are relevant to you​
• The Rules: in Law and in Practice

Global Mobility
14.50pm

What Private Client Lawyers need to know about Family Law
15.20pm

An Update on Charities and Philanthropy
15.50pm

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

Chairs Closing Remarks
16.20pm

Close of Event - Farewell Tea & Coffee
16.30pm