TL4

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

24th-26th August 2022 - Downing College, Cambridge 

VIEW AGENDA SEE ALL SPEAKERS

Meet your chairs

Chris Moorcroft
Partner
Harbottle & Lewis

Chris Moorcroft advises individuals and families on wealth planning and succession matters. This includes the use of estate planning vehicles such as companies, trusts and foundations to manage the passing of wealth and family businesses to younger generations, to protect wealth from unexpected events like death and incapacity, to protect wealth from adverse third parties and to manage complex cross-border tax problems involving multiple jurisdictions.

He advises on will planning and probate involving assets spread across jurisdictions, including the application of the EU Succession Regulation. He frequently deals with wills and probates which involve more than one jurisdiction and acts as executor and administrator of estates, as well as the trustee of a charitable trust.

He represents wealthy individuals and families from around the world, with a particular focus on US-connected clients and individuals from the Middle East and Africa. In addition, he also represents professional trust companies and other fiduciaries on issues relating to the design and management of structures, risk mitigation (including fiduciary risk), data protection and tax.

A significant element of his expertise involves advising UK and international high net worth individuals who are resident, investing or spending time in UK on how to structure their assets, including advice relating to the remittance basis regime and the structuring of UK residential property.


Chris Moorcroft
Chris Moorcroft Partner
Harbottle & Lewis
Sophia Rogers
Barrister
Radcliffe Chambers

Sophia has a busy chancery practice and is an experienced advocate in the High Court, County Court and at appellate hearings. She is regularly instructed in contentious and non-contentious private client, insolvency, commercial, professional negligence and property cases. Having spent time on secondment in the Channel Islands and the Cayman Islands focusing on private client, Sophia is also experienced in offshore trust matters.


Sophia Rogers
Sophia Rogers Barrister
Radcliffe Chambers
Ben Havard
Partner
Collas Crill (Guernsey)

Ben Havard
Ben Havard Partner
Collas Crill (Guernsey)
Joanne Morse
Director, Family Office Services
Summit Trust International (Switzerland)

Joanne Morse
Joanne Morse Director, Family Office Services
Summit Trust International (Switzerland)

Expert speaking faculty includes:

Gemma Willingham
Partner
Baker McKenzie

Gemma Willingham
Gemma Willingham Partner
Baker McKenzie
Richard Wilson QC
Barrister
Serle Court

Richard Wilson QC has a practice encompassing litigation, drafting and advisory work across a wide range of traditional and commercial chancery, with a strong emphasis on trusts and probate (both contentious and non-contentious), related company and partnership law, claims under the Inheritance (Provision for Family and Dependants) Act 1975, tax, professional negligence and civil fraud.


Richard Wilson QC
Richard Wilson QC Barrister
Serle Court
Lorraine Jeffery
Partner
Michelmores

Lorraine is a Partner specialising in  resolving disputes arising from wills, estate administrations and trusts. Her practice also includes proprietary estoppel claims, capacity disputes involving the Court of Protection and claims to recover lifetime gifts.

Her cases frequently have a cross-border or international element and she has experience in cases involving Jersey, Guernsey, Isle of Man, BVI, Nevis and Hong Kong, among others.

Clients include trustees, executors, beneficiaries, financial institutions, charities, attorneys and deputies.

Recent Experience

Advising trustees on the recovery of an art collection from beneficiaries;

Acting on behalf of a cohabitee, whose partner died intestate, to secure a financial settlement under the Inheritance Provision for Family and Dependants) Act 1975.

Advising charitable trustees on a dispute arising in connection with the Settled Land Act 1925.

Advising executors on a potential dispute arising from rent due to the estate by a beneficiary.

Advising on an application to vary a trust under the Variation of Trusts Act, 1958.


Lorraine Jeffery
Lorraine Jeffery Partner
Michelmores
Joe Donohoe
Director
ARC (Jersey)

Joe Donohoe
Joe Donohoe Director
ARC (Jersey)
Natasha Stourton
Partner
Withers

   

Natasha is a partner in our trust, estate and inheritance disputes team.

She advises on a wide range of trust and succession disputes both onshore and offshore, including trustee/beneficiary disputes, contested probate and 1975 Act claims, and professional negligence in the context of estate planning and trust administration.

She also advises on Court of Protection matters, including statutory wills, lifetime gifts, contested registrations and Powers of Attorney.

Natasha Stourton "is clearly heading for great things; she has a real presence and is very well liked," says one source, while another notes: "She’s very bright and able - a future star", by Chambers HNW 2020. She is also recommended as a ‘Rising Star’ by Legal 500 2020.

She is described as ‘an outstanding lawyer’, ‘unflappable and has good technical knowledge’.

‘She is approachable, she makes time for clients and she has a really sensible head on her shoulders’.

Natasha has contributed to the past two editions of The Law Society’s Probate Practitioner’s Handbook and the most recent edition of Jordan’s International Trust and Divorce Litigatio


Natasha Stourton
Natasha Stourton Partner
Withers
David Kilshaw
Head of Private Client Wealth Solutions
Rothschild & Co

David has over 35 years’ experience of advising wealthy individuals, family offices and financial institutions and joins from specialist private client advisory firm Rawlinson & Hunter. Previously he had been Head of Private Client Tax at KPMG and Head of Family Office at EY. He has been the recipient of many industry accolades, including the STEP Lifetime Achievement Award in 2018.

As Head of Private Client Wealth Solutions, David’s role will focus on two key areas. Working in partnership with the existing team of Client Advisers, he will provide guidance for clients who have complex personal financial and business requirements and identify gaps where Rothschild & Co can introduce its close network of leading lawyers and accountants. In addition, he will build on the firm’s internal knowledge of and expertise in key aspects of the fast-moving private client tax environment, including training for colleagues and providing thought leadership.


David Kilshaw
David Kilshaw Head of Private Client Wealth Solutions
Rothschild & Co
Hannah Davie
Partner
Grant Thornton

I am an insolvency practitioner with 12 years’ experience of dealing with complex, contentious assignments; with an emphasis on fraud investigation, identification of assets, tracing exercises, enforcement of judgments and recovery of assets for those who have suffered financial loss or have a claim against another party.

I focus on assisting beneficiaries, trustees and representatives in matrimonial, family, trust and probate disputes. I work to find strategies that ensure the most appropriate action is taken in order to achieve maximum recovery. I use the Insolvency Act, along with other civil legislation, such as the use of liquidations, bankruptcies and court appointed receiverships, as a tool to assist with investigation, asset tracing and recovery processes.


Hannah Davie
Hannah Davie Partner
Grant Thornton
Nick Holland
Partner
McDermott, Will & Emery

Nick Holland
Nick Holland Partner
McDermott, Will & Emery
Richard Manyon
Partner
Payne Hicks Beach

Richard Manyon
Richard Manyon Partner
Payne Hicks Beach
James Sheedy
Partner
Baker & Partners (Jersey)

James Sheedy
James Sheedy Partner
Baker & Partners (Jersey)
Simon Goldring
Partner
Maurice Turnor Gardner LLP

Simon Goldring
Simon Goldring Partner
Maurice Turnor Gardner LLP
Ami Sweeney
Associate Director
Grant Thornton

I have over 10 years’ experience of working in our insolvency and asset recovery team that specialises in global asset tracing, recovery and enforcement.

I manage contentious personal and corporate insolvency appointments and work closely with solicitors to formulate legal claims to enforce judgements and maximise recoveries for those who have suffered a financial loss.

I lived in the British Virgin Islands for two years where I led several high-profile feeder funds in liquidation. This enabled me to obtain experience in understanding and unwinding complex corporate structures in offshore jurisdictions and attending to contentious trust matters.

These skills have supported my focus on assisting beneficiaries, trustees and representatives in matrimonial, family, trust and probate disputes with the support of my colleagues in the corporate intelligence, forensic, and valuation teams.


Ami Sweeney
Ami Sweeney Associate Director
Grant Thornton
Michael Mylonas QC
Barrister
Serjeants’ Inn Chambers

Michael leads the Serjeants’ Inn Chambers Court of Protection team. He is ranked as a Band 1 Silk for Court of Protection work by both leading legal directories, he is also ranked as a leader in the field for Clinical Negligence and Professional Discipline and Regulatory law.

His work is described by the Lawyer as “a series of ground-breaking cases at the intersection of biology, ethics and law, often pushing regulatory boundaries and shaping the public debate”.

Michael has a broad practice involving healthcare, regulatory work (CQC and MPTS and sports discipline), health & safety work (including major inquests and criminal prosecutions). He has been instructed on behalf of private individuals and organisations, corporate and state entities in relation to multiple and individual deaths and has devised strategies for clients and provided representation at major Inquests and Inquiries.

He has a substantial private client practice and is often instructed in cases concerning the Court’s jurisdiction to safeguard the interests of those who lack capacity. He frequently advises both domestic and international clients on Court of Protection remedies and strategies and has appeared in many of the leading cases concerning medical treatment, assisted dying, euthanasia and fertility treatment. He is highly sought after by clients seeking advice in this area and the overlap with family and probate work.

He is regarded as a shrewd tactician and for his commitment to reaching the right result.


Michael Mylonas QC
Michael Mylonas QC Barrister
Serjeants’ Inn Chambers
Simon Hurry
Group Partner
Collas Crill (Jersey)

Simon is a group partner in our dispute resolution practice in Jersey and leads our contentious insolvency and restructuring department.

Simon is a Jersey advocate and specialises in high value commercial and trust litigation, enforcement and asset tracing and cross-border insolvency matters. He is able to draw on multi-jurisdictional litigation and alternative dispute resolution experience having spent a number of years in our Cayman Islands office.


Simon Hurry
Simon Hurry Group Partner
Collas Crill (Jersey)

Contact Us

Speaker

For Speaker enquiries please contact Danushka on +44 2071 014191 or email laura@thoughtleaders4.com

Partnership

For Partnership enquiries please contact James on +44 7739 311749 or email james@thoughtleaders4.com

Booking & General

For Booking & General enquiries please contact Paul on +44 2071 014155 or email paul@thoughtleaders4.com

Marketing

For Marketing enquiries please contact Yelda on +44 2071 014191 or email yelda@thoughtleaders4.com