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

Enhance | Expand | Elevate

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

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Agenda

Wed, 21st Aug - Networking Meet & Greet Thurs, 22nd Aug - Summer School Day 1 Fri, 23rd Aug - Summer School Day 2

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

Joanne Morse, Deputy CEO
Summit Trust International (Switzerland)

James Lister, Partner
Stevens & Bolton

Estate Planning – Back to Basics
9.25am

How Fraud and Insolvency can Factor into Trusts
10.05am

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

Emily Osborne, Partner
Stephenson Harwood

Networking & Refreshment Break
11.00am

2024 Class Photo
11.15am

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

Examining the Crossover Between Disputes & Advisory Work
12.00pm

Understanding 1975 Act Claims & Probate Disputes
12.30pm

Emilly Chalk, Associate
Fladgate

Networking & Lunch
13.10pm

All You Need to Know About Powers
14.20pm

James Sheedy, Partner
Collas Crill

All You Need to Know About Privilege
14.40pm

Emma Loizou, Barrister
Radcliffe Chambers

How to Win or Lose a Client
15.00pm

Gemma Willingham, Partner
Baker McKenzie

Richard Manyon, Partner
Payne Hicks Beach

Chair's Closing Remarks
15.30pm

Joanne Morse, Deputy CEO
Summit Trust International (Switzerland)

James Lister, Partner
Stevens & Bolton

Networking Activities
16.45pm

Morning Networking & Refreshments
9.00am

Welcome & Plan for the Day
9.30am

Ashleigh Carr, Senior Associate
Forsters

Chris Moorcroft, Partner
Harbottle & Lewis

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

Simon Goldring, Partner
Fladgate

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

James Woods-Davison, Senior Associate
Boodle Hatfield

The Variation of Trusts & Post Death Variations
10.35am

Emily Mailer, Consultant
Howard Kennedy

Rachel Gaffney, Director
Freeths

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

Jacob Ward, Senior Associate
Macfarlanes

Analysing Capacity and its Impact on Private Client Law
12.30pm

Ruth Hughes, Barrister
5 Stone Buildings

Networking & Lunch Break
13.10pm

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

David Kilshaw, Head of Private Client Wealth Solutions
Rothschild & Co

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

Claire-Marie Cornford, Partner
Irwin Mitchell

An Update on Charities and Philanthropy
15.20pm

Amy Blackwell, Founder
Amy Blackwell-Impact Advisory

Crystal Ball Gazing
15.50pm

Joanne Morse, Deputy CEO
Summit Trust International (Switzerland)

James Lister, Partner
Stevens & Bolton

Ashleigh Carr, Senior Associate
Forsters

Chris Moorcroft, Partner
Harbottle & Lewis

Chairs Closing Remarks
16.20pm

Ashleigh Carr, Senior Associate
Forsters

Chris Moorcroft, Partner
Harbottle & Lewis

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
Joanne Morse - Deputy CEO - Summit Trust International (Switzerland)
James Lister - Partner - Stevens & Bolton
9.25am
Estate Planning – Back to Basics
10.05am
How Fraud and Insolvency can Factor into Trusts
10.40am
All You Need to Know About Trusts – What, Why, Where...
Emily Osborne - Partner - Stephenson Harwood
11.00am
Networking & Refreshment Break
11.15am
2024 Class Photo
11.30am
Private Client: A Jurisdictional Tour & Cross Border Planning
12.00pm
Examining the Crossover Between Disputes & Advisory Work
12.30pm
Understanding 1975 Act Claims & Probate Disputes
Emilly Chalk - Associate - Fladgate
13.10pm
Networking & Lunch
14.20pm
All You Need to Know About Powers
James Sheedy - Partner - Collas Crill
14.40pm
All You Need to Know About Privilege
Emma Loizou - Barrister - Radcliffe Chambers
15.00pm
How to Win or Lose a Client
Gemma Willingham - Partner - Baker McKenzie
Richard Manyon - Partner - Payne Hicks Beach
15.30pm
Chair's Closing Remarks
Joanne Morse - Deputy CEO - Summit Trust International (Switzerland)
James Lister - Partner - Stevens & Bolton
16.45pm
Networking Activities
9.00am
Morning Networking & Refreshments
9.30am
Welcome & Plan for the Day
Ashleigh Carr - Senior Associate - Forsters
Chris Moorcroft - Partner - Harbottle & Lewis
9.35am
Business Development in the Private Client World
  • Investment planning and strategy
  • Marketing, networking and other core areas
  • Internal and external marketing
  • Networking practices
Simon Goldring - Partner - Fladgate
10.05am
Insights into Investments & ESG from a Private Client Perspective
James Woods-Davison - Senior Associate - Boodle Hatfield
10.35am
The Variation of Trusts & Post Death Variations
Emily Mailer - Consultant - Howard Kennedy
Rachel Gaffney - Director - Freeths
11.05am
Networking & Refreshment Break
11.25am
What Trustees Need to Know as well as the Law
11.50am
Exploring The Taxonomy of Trust Disputes
Jacob Ward - Senior Associate - Macfarlanes
12.30pm
Analysing Capacity and its Impact on Private Client Law
Ruth Hughes - Barrister - 5 Stone Buildings
13.10pm
Networking & Lunch Break
14.10pm
Tax, Residence & Domicile: A Wealth Planner’s Perspective
David Kilshaw - Head of Private Client Wealth Solutions - Rothschild & Co
14.50pm
What Private Client Lawyers need to know about Family Law
Claire-Marie Cornford - Partner - Irwin Mitchell
15.20pm
An Update on Charities and Philanthropy
Amy Blackwell - Founder - Amy Blackwell-Impact Advisory
15.50pm
Crystal Ball Gazing
Joanne Morse - Deputy CEO - Summit Trust International (Switzerland)
James Lister - Partner - Stevens & Bolton
Ashleigh Carr - Senior Associate - Forsters
Chris Moorcroft - Partner - Harbottle & Lewis
16.20pm
Chairs Closing Remarks
Ashleigh Carr - Senior Associate - Forsters
Chris Moorcroft - Partner - Harbottle & Lewis
16.30pm
Close of Event - Farewell Tea & Coffee

Event Partners

Knowledge Partner

Stevens & Bolton
Networking Partner

Irwin Mitchell

Stephenson Harwood
Media Partner

IFC Media

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