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

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.

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.

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.

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.

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

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.

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.

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.

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.

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.