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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Meet Your 2024 Chairs

Ashleigh Carr
Senior Associate
Forsters

Ashleigh Carr
Ashleigh Carr Senior Associate
Forsters
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
Joanne Morse
Deputy CEO
Summit Trust International (Switzerland)

Jo qualified as a solicitor of England and Wales in 2008, working as a private client solicitor in the UK before beginning her trust career at Summit Trust International SA in Geneva in 2011. Jo has a wide range of experience in trust and company management, providing bespoke private client trusteeship to ultra-high value, complex international trust structures, within which an array of real assets are managed, including fine art, vintage cars, shipping fleets, yachts, private equity, operating businesses and commercial and residential property. Jo is a member of the Society of Trust and Estate Practitioners (STEP). In 2018 and 2020, Jo won Trustee of the Year at the Citywealth Magic Circle Awards. Jo speaks English and French.


Joanne Morse
Joanne Morse Deputy CEO
Summit Trust International (Switzerland)
James Lister
Partner
Stevens & Bolton

James joined Stevens & Bolton in 2017, having trained and qualified at a Top 50 firm. He became a partner in 2019.

James acts predominately for private clients or for those who advise private clients, such as corporate trustees, private banks and other law firms.

James advises on claims by or involving estates and trusts, most commonly involving high-net-worth and ultra-high-net-worth individuals. He acts for executors, trustees and beneficiaries, and also specialises in advising on claims under the Inheritance (Provision for Family and Dependants) Act 1975.

James also has a substantial practice advising on claims overlapping the trusts and family court jurisdictions, dealing with trustees and beneficiaries who have become involved in divorce proceedings and on issues arising from the enforcement and implantation of ancillary relief orders made in divorce proceedings.


James Lister
James Lister Partner
Stevens & Bolton
Emilly Chalk
Associate
Fladgate

Emilly is a dispute resolution associate specialising in contentious trusts and probate litigation. She also has experience in complex international trust and probate administration.


Emilly Chalk
Emilly Chalk Associate
Fladgate
Gemma Willingham
Partner
Baker McKenzie

Gemma Willingham
Gemma Willingham Partner
Baker McKenzie
James Woods-Davison
Senior Associate
Boodle Hatfield

James' work encompasses dispute resolution, strategic advice and restructuring in relation to legal and commercial challenges faced by high net worth individuals, trusts and corporate structures.

Identified in 2020 by Legal 500 as a “Rising Star” and one of the eprivateclient Top 35 under 35, James is an associate in the Firm’s top tier private wealth disputes team. He previously trained and qualified at Macfarlanes where he worked in their private client advisory team and joined the Firm in 2018 in order to focus on private wealth disputes.

A significant proportion of James’ work relates to international matters with little (or no) connection with the UK.


James Woods-Davison
James Woods-Davison Senior Associate
Boodle Hatfield
Jacob Ward
Senior Associate
Macfarlanes

 

Jacob specialises in domestic and international litigation, with a particular focus on trust disputes, international succession and estate disputes and fraud. 

He advises on a broad range of litigation both in England and across the world, including the BVI, Guernsey, Cayman, Cyprus and Hong Kong. He focuses particularly on:

  • trust disputes, including removing or defending trustees, tracing assets, and disputes between beneficiaries;
  • estate and probate disputes, including disputes over the validity of wills and claims against the solicitor who drafted the will;
  • fraud claims, including tracing and recovering assets; and
  • insolvency claims, including claims against former directors and recovering assets for creditors.

Jacob edits the Contentious Matters section of the Butterworths Wills, Probate and Administration Service.

Jacob is ranked as a leading individual in the 2021 UK Legal 500 guide.  He is a qualified solicitor advocate and sits as a Magistrate in London.


Jacob Ward
Jacob Ward Senior Associate
Macfarlanes
Amy Blackwell
Founder
Amy Blackwell-Impact Advisory

Amy Blackwell
Amy Blackwell Founder
Amy Blackwell-Impact Advisory
Sarah Foster
Managing Partner - Oxford
Freeths

Sarah is a trust and estates disputes specialist and jointly heads the private litigation team at Freeths.

She acts for individuals, executors, trustees, beneficiaries and relatives/friends of the deceased in inheritance and trust disputes.  She deals with a wide range of cases concerning the validity of a will; claims against estates for financial provision; disputed trusts; construction and rectification applications and applications to remove executors and trustees.  She is known for dealing with complicated, multi-party and often cross jurisdictional disputes.

Sarah also acts for individuals in disputed Court of Protection applications made during a person’s lifetime.  Often, this is a dispute between siblings or other family members as to what is in the best interests of the person affected.

Trials/contested hearings are very much the exception rather than the rule, but when required, clients have praised Sarah for her no nonsense, efficient and diligent approach.  More usually, however, Sarah will attempt to settle claims by way of Alternative Dispute Resolution (particularly mediation). 

Sarah is listed as an Eminent Practitioner in Chambers HNW Guide 2023 and a Leading Individual in Legal 500 2023. 


Sarah Foster
Sarah Foster Managing Partner - Oxford
Freeths
Simon Goldring
Partner
Fladgate

Simon Goldring
Simon Goldring Partner
Fladgate
Ruth Hughes
Barrister
5 Stone Buildings

Ruth has a broad Chancery practice focused on litigation. The main areas of her practice are Trust and Estate disputes, Court of Protection and contentious Tax.

Ruth has appeared in (and cross-examined) in highly complex and valuable cases including the Ingenious tax-avoidance litigation, a film scheme concerning financing films such as Avatar, Life of Pi and Shaun of the Dead. The amount at stake is c. £1bn.

Ruth has represented the Attorney-General (unled) in the Court of Appeal in the high-profile Quan v Braydivorce litigation where the wife is seeking to break a Mauritian trust for the benefit of the endangered South China Tiger. 22 tigers live on the trust’s land in South Africa worth £25m.

Ruth regularly appears in the High Court and the Court of Protection where she is frequently instructed by the Official Solicitor.

Ruth has been appointed to the Attorney-General’s B Panel.


Ruth Hughes
Ruth Hughes Barrister
5 Stone Buildings
Emma Loizou
Barrister
Radcliffe Chambers

Emma Loizou has a broad chancery practice with a particular focus on private client litigation. She frequently acts in matters concerning wills, trusts and estates and has been instructed on a number of cases involving will challenges on various grounds including undue influence, forgery, lack of testamentary capacity and want of knowledge and approval. She also has experience of claims under the Inheritance (Provision for Family and Dependants) Act 1975, claims concerning the administration of estates and removal of personal representatives. In 2023, Emma worked with Carey Olsen in Bermuda for six weeks, having won a scholarship as part of the Inner Temple Pegasus Scheme


Emma Loizou
Emma Loizou Barrister
Radcliffe Chambers
Claire-Marie Cornford
Partner
Irwin Mitchell

Claire-Marie is the lead Partner for the Will, Trust and Estate Disputes team in London.

She specialises in private client disputes and litigation, specifically those concerning trust, estate and succession disputes. Claire-Marie’s clients include private individuals, trustees, executors, administrators, protectors and beneficiaries.

She deals with all manner of disputes both in the UK and internationally, including claims under the Inheritance (Provision for Family and Dependants) Act 1975, will disputes, and claims in respect of beneficial interests in property.

Claire-Marie was named in Citywealth’s list of Top 10 Powerwomen Trust Litigators 2020 and Top 100 Trust Litigators and Polymaths in May 2020. She’s also ranked in Legal Week’s Private Client Global Elite Directory as ‘One to Watch.’ 


Claire-Marie Cornford
Claire-Marie Cornford Partner
Irwin Mitchell
Emily Osborne
Partner
Stephenson Harwood

Emily provides international private wealth and tax advice to families and trustees of family trusts on a variety of issues. Her areas of expertise include establishing wealth preservation structures such as offshore trusts, foundations and companies, family governance and business succession planning, the reporting of beneficial ownership under the various global initiatives and structuring the acquisition and ownership of UK residential property.

Emily also works closely with families on their philanthropic objectives, including advising on establishment, administration and governance of UK charities and other not-for-profit organisations, as well as advising on charity and UK tax implications of proposed donations and helping to set, monitor and implement philanthropic initiatives.

Much of Emily's work has a cross border element and she has a particular focus on the Middle East, often advising on the use of local structures to hold regional assets, alongside any international structures.


Emily Osborne
Emily Osborne Partner
Stephenson Harwood

Event Partners

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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

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For Marketing enquiries please contact Yelda on +44 (0) 20 3398 8551 or email yelda@thoughtleaders4.com