TL4

Events

ThoughtLeaders4 Private Client events engage all facets of the private client community. Come together to learn, network and grow your practice.

Members will benefit from free attendance at all 4Sight events and discounts to the others. Look through the upcoming events below

All
4Sight
Bespoke4
1 Day Conferences
2 Day Summits
Virtual Event

Upcoming Events

Virtual
06 Jul 2020
Trusts in Divorce Virtual Conference

What is the shape of trusts and divorce in the emerging new world? Benefit from a unique 1.5 hours of coverage led by a cross disciplinary team from Withers and featuring quickfire presentations, panel debate, discussion and debate. 


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Virtual
07 Jul 2020
Avoiding & Resolving Private Wealth Disputes

There has been a steady rise in private wealth disputes over the last 10 years, with countless acrimonious contentious trust and probate cases hitting the headlines.  The more sophisticated families are becoming increasingly aware of the need to approach the issue of inter-generational wealth transfer differently and to take action before it is too late.  Legal and financial advice alone is often not enough.  Increasingly, individuals are recognising the need to plan their personal affairs by drawing on the expertise of various professionals, whether to avoid disputes or to resolve them early before they escalate into litigation. 

A multi-disciplinary panel of private client advisers provide their perspectives on how disputes can be avoided and resolved in innovative and holistic ways


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Virtual
15 Jul 2020
Death and Divorce: Vows and Promises

Understand the technicalities and practicalities of 1975 Act claims and how they interact with divorce. Chaired by Eason Rajah QC and includes a host of industry luminaries. 


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Virtual
16 Jul 2020
Tax for Entertainers & Sports People

Unique opportunity to hear from 2 industry experts Adrian Shipwright & Julian Hickey on the latest guidance, techniques and practicalities when dealing with entertainers and sports people 


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1 Day Conference
24 Sep 2020
Inter-Generational Wealth Planning: The Private Client Practitioner of the Future

With the old guard of HNWs passing on their wealth to the next generation, how should advisors adapt and change their approach when dealing with the next wave of HNW millenials and Generation Z


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Bespoke4
07 Oct 2020
Advising Russian & FSU HNWs

This unique event will drill down into the key estate planning, structuring and tax issues for Russian & FSU HNWs both locally and globally. 


Coming Soon
1 Day Conference
13 Oct 2020
Global Mobility of HNWs

With the mobility of people currently not being able to get out of their own house. What are the long-term implications for HNWs on where, how and why they locate themselves and their family. Will it still be a global world? 


Coming Soon
1 Day Conference
15 Oct 2020
Contentious Trusts

Trusts in litigation continues to move at pace. Attend this 1 day event for your annual update on latest cases, new techniques and key litigation arising from the global corona virus shutdown. 


Coming Soon
Bespoke4
22 Oct 2020
Court of Protection

The intricacies and practicalities of the court of protection will be examined in this targeted half day programme. Chaired by industry luminary Suzanne Marriott understand the court of protection, official solicitors office, health & welfare and finance & property. 


Coming Soon
1 Day Conference
05 Nov 2020
TransAtlantic Planning

Estate, trust and tax planning across the Atlantic continues to be a hot topic. Not least due to the recent high profile relocation of Harry and Meghan and the complications playing out in the global media. Drill down into key practical issues to help you advise your clients at this 1 day event. 


Coming Soon
1 Day Conference
18 Nov 2020
Advising Non-Dom Clients

Non-Doms have continued to be a hotly debated political subject. However, with a Conservative government in place the status looks set to remain. Attend this event to understand the latest guidance and strategies to effectively advise these clients. And how to advise clients that have unintentionally changed their tax status during the global lockdowns. 


Coming Soon
1 Day Conference
26 Nov 2020
Post-Death Claims

Chaired by the indomitable Stephen Moverley Smith QC this event will delve into the new and key issues arsing post-death. From crypto and digital estates, to competence and capacity this is your annual update in 1 day. 


Coming Soon

Past Events

Virtual
02 Jul 2020
Next Gen Wealth: Family Offices in the New World Order

These are unprecedented times - there's been an overnight shift to remote working for almost the entire population. How is this affecting the worlds HNW and UHWs and how are advisors dealing with Family Offces in this new world order? 

We will be looking at the current issues in a quickfire format from across the spectrum of private client practitioners.


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Virtual
01 Jul 2020
Offshore Under Attack: You Ain’t Seen Nothing Yet

In a post Covid and Brexit world the need for onshore governments to raise taxes and increase their tax base will assume paramount importance. Offshore can expect to be put under siege, our panel will discuss what that may mean and what offshore islands will need to do to survive the inevitable Tsunami. Hear from industry heavyweights Edward Buckland, Richard Hay, James Quarmby and Mark Pragnell


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Virtual
16 Jun 2020
Statutory Residence Test and the Exceptional Circumstances

With the ongoing Covid-19 crisis, HMRC has released guidance on what it considers to be exceptional circumstances for the Statutory Residence Test (SRT) in the context of the  pandemic. FInd out the practical consequences on your clients from the experts chaired by the esteemed Simon McKie. 


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Virtual
16 Jun 2020
Lockdown Lowdown: 5 important trust decisions you need to know about now

Understand the lessons from the 5 most important trusts decisions from the key industry players, chaired by the incomparable Elspeth Talbot-Rice QC. 


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Virtual
10 Jun 2020
Exposing bad trustees in a post-pandemic landscape: Who’s had their hand in the till or taken their eye off the ball

Delighted to partner with ConTrA to bring you this unique webinar where all proceeds are being donated to the National Emergencies Trust Coronavirus Appeal. 


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Virtual
20 May 2020
Trustees and Divorce: Navigating Stormy Waters

Virtual Conference - 12.00pm - 1.00pm 
Divorce can be particularly troublesome for trustees, who can find themselves in a difficult position when a beneficiary of a discretionary trust divorce. Find out the ramifications for Trustees and action points for family lawyers


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Virtual
14 May 2020
Next Gen Wealth: Hot Topics in the New World Order

Virtual Event on Zoom
Meet and hear from the Private Client Next Gen Wealth founding committee. They will be looking at the hot issues in FIRE given the current unprecedented position businesses around the world find themselves in. Sharing tips, considering the traps and the pitfalls to avoid. 


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