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

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

Emilly Chalk, Associate
Fladgate

Chris Moorcroft, Partner
Harbottle & Lewis

Estate Planning – Back to Basics
9.25am

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

Insolvent Trusts
10.05am

  • Types of insolvency - balance sheet, cash flow
  •  Practical considerations for trustees
  • Why trusts can't be insolvent

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

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

Emily Osborne, Partner
Stephenson Harwood

Maria Chami, Associate
Stephenson Harwood

Networking & Refreshment Break
11.00am

2024 Class Photo
11.15am

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

  • Bermuda​
  • British Virgin Islands​
  • Cayman Islands​
  • Channel Islands​
  • Switzerland

Aurélie Conrad Hari, Partner
Bär & Karrer

Cristina Torres Concellón, Associate
Cuatrecasas

Examining the Crossover Between Disputes & Advisory Work
12.00pm

  • The role of litigation
  • Unintended tax consequences

Sarah Moore, Senior Associate
Charles Russell Speechlys

Marcus Parker, Partner
Stewarts

Understanding 1975 Act Claims & Probate Disputes
12.30pm

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

Ashleigh Carr, Senior Associate
Forsters

Networking & Lunch
13.10pm

All You Need to Know About Powers
14.20pm

  • 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

Richard Wilson KC , Barrister
Serle Court

All You Need to Know About Privilege
14.40pm

  • Legal professional privilege
  • Legal advice privilege
  • Litigation privilege

Emma Loizou, Barrister
Radcliffe Chambers

Claire-Marie Cornford, Partner
Irwin Mitchell

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

Chris Moorcroft, Partner
Harbottle & Lewis

Emilly Chalk, Associate
Fladgate

Networking Activities
16.45pm

Morning Networking & Refreshments
9.00am

Welcome & Plan for the Day
9.30am

James Lister, Partner
Stevens & Bolton

Joanne Morse, Deputy CEO
Summit Trust International (Switzerland)

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

James Woods-Davison, Senior Associate
Boodle Hatfield

Amy Blackwell, Founder
Amy Blackwell-Impact Advisory

Joanne Morse, Deputy CEO
Summit Trust International (Switzerland)

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

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

Joe Donohoe, Consultant

Exploring The Taxonomy of Trust Disputes
11.50am

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

Jacob Ward, Senior Associate
Macfarlanes

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

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

Ken Maxwell, Director
John Lamb Hill Oldridge

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

Max Turnell, Barrister
1KBW

Tamasin Perkins, Partner
Charles Russell Speechlys

An Update on Charities and Philanthropy
15.20pm

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

Jennifer Emms, Partner & Head of Charities
Maurice Turnor Gardner

Crystal Ball Gazing
15.50pm

Joanne Morse, Deputy CEO
Summit Trust International (Switzerland)

James Lister, Partner
Stevens & Bolton

Chris Moorcroft, Partner
Harbottle & Lewis

Chairs Closing Remarks
16.20pm

James Lister, Partner
Stevens & Bolton

Joanne Morse, Deputy CEO
Summit Trust International (Switzerland)

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
Emilly Chalk - Associate - Fladgate
Chris Moorcroft - Partner - Harbottle & Lewis
9.25am
Estate Planning – Back to Basics
  • IHT Basics
  • Potentially Exempt Transfers and IHT in the context of trusts
  • Navigating capital gains tax issues
10.05am
Insolvent Trusts
  • Types of insolvency - balance sheet, cash flow
  •  Practical considerations for trustees
  • Why trusts can't be insolvent
10.40am
All You Need to Know About Trusts – What, Why, Where...
  • Trust categories
  • Choosing a jurisdiction
  • Planning and protecting structures
Emily Osborne - Partner - Stephenson Harwood
Maria Chami - Associate - Stephenson Harwood
11.00am
Networking & Refreshment Break
11.15am
2024 Class Photo
11.30am
Private Client: A Jurisdictional Tour & Cross Border Planning
  • Bermuda​
  • British Virgin Islands​
  • Cayman Islands​
  • Channel Islands​
  • Switzerland
Aurélie Conrad Hari - Partner - Bär & Karrer
Cristina Torres Concellón - Associate - Cuatrecasas
12.00pm
Examining the Crossover Between Disputes & Advisory Work
  • The role of litigation
  • Unintended tax consequences
Sarah Moore - Senior Associate - Charles Russell Speechlys
Marcus Parker - Partner - Stewarts
12.30pm
Understanding 1975 Act Claims & Probate Disputes
  • Funding Inheritance Act 1975 claims
  • ​ADR
  • Interesting points in practice
Ashleigh Carr - Senior Associate - Forsters
13.10pm
Networking & Lunch
14.20pm
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
Richard Wilson KC - Barrister - Serle Court
14.40pm
All You Need to Know About Privilege
  • Legal professional privilege
  • Legal advice privilege
  • Litigation privilege
Emma Loizou - Barrister - Radcliffe Chambers
Claire-Marie Cornford - Partner - Irwin Mitchell
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
Chris Moorcroft - Partner - Harbottle & Lewis
Emilly Chalk - Associate - Fladgate
16.45pm
Networking Activities
9.00am
Morning Networking & Refreshments
9.30am
Welcome & Plan for the Day
James Lister - Partner - Stevens & Bolton
Joanne Morse - Deputy CEO - Summit Trust International (Switzerland)
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
10.05am
Insights into Investments & ESG from a Private Client Perspective
James Woods-Davison - Senior Associate - Boodle Hatfield
Amy Blackwell - Founder - Amy Blackwell-Impact Advisory
Joanne Morse - Deputy CEO - Summit Trust International (Switzerland)
10.35am
The Variation of Trusts & Post Death Variations
  • Why is a variation favoured
  • Analysing the powers of appointment and advancement
  • Variation of Trusts Act 1958
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
Joe Donohoe - Consultant -
11.50am
Exploring The Taxonomy of Trust Disputes
  • What they are and what to do
  • Categories of trust disputes
  • How trustees should react
Jacob Ward - Senior Associate - Macfarlanes
12.30pm
Analysing Capacity and its Impact on Private Client Law
  • Assessing capacity and why it's so important
  • Court of Protection cases in various forms
13.10pm
Networking & Lunch Break
14.10pm
Tax, Residence & Domicile: A Wealth Planner’s Perspective
  • A WP’s perspective ​
  • Why R&D are relevant​
  • Why they are relevant to you​
  • The Rules: in Law and in Practice
David Kilshaw - Head of Private Client Wealth Solutions - Rothschild & Co
Ken Maxwell - Director - John Lamb Hill Oldridge
14.50pm
What Private Client Lawyers need to know about Family Law
Max Turnell - Barrister - 1KBW
Tamasin Perkins - Partner - Charles Russell Speechlys
15.20pm
An Update on Charities and Philanthropy
  • Key points when acting for or against charities​
  • Charity Commission updates​
  • Statutory inquiries – recent examples​
  • New case law 2024
Jennifer Emms - Partner & Head of Charities - Maurice Turnor Gardner
15.50pm
Crystal Ball Gazing
Joanne Morse - Deputy CEO - Summit Trust International (Switzerland)
James Lister - Partner - Stevens & Bolton
Chris Moorcroft - Partner - Harbottle & Lewis
16.20pm
Chairs Closing Remarks
James Lister - Partner - Stevens & Bolton
Joanne Morse - Deputy CEO - Summit Trust International (Switzerland)
16.30pm
Close of Event - Farewell Tea & Coffee

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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