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
On Demand

Upcoming Events

1 Day Conference • In-Person Event
10 Feb 2022
The Modern Trust: Contentious Trusts in a Changed Social Landscape

Join the very best in the international trust dispute field to challenge the most up to date developments in the last 12 months. 

The Microphone is on, the coffee is hot and the room is bustling. Join familiar faces and meet new ones at our Contentious Trusts conference focusing on what is new and relevant for international trust disputes practitioners.


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Past Events

1 Day Conference
13 Oct 2021
ThoughtLeaders4 Private Client: Guernsey

Welcome to Guernsey. Meet with the most experienced in the Private Client and Trusts world to discuss the latest and most pertinent issues of the last 12 months. It's been a while and we can't wait to welcome you back together. 


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1 Day Conference
11 Oct 2021
ThoughtLeaders4 Private Client: Jersey

Welcome to Jersey. Meet with the most experienced in the Private Client and Trusts world to discuss the latest and most pertinent issues of the last 12 months. It's been a while and we can't wait to welcome you back together.


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2 Day Summits
26 Aug 2021
TL4 & ConTrA present Private Client Summer School: The Ultimate Insider’s Guide

Bringing you the Ultimate Insider's Guide to all things Private Client. If you are newly qualified and looking to broaden your knowledge and develop your skills then you need to be here. In partnerhip with ConTrA, our programme is a full library of absolutely everything you would need to know and want to know about your practice area. In our unique Summer School style you can expect a load of networking opportunities in a very enjoyable setting.


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On Demand
31 Mar 2021
Inter-Generational Wealth Planning: The Private Client Practitioner of the Future - Available Now

On-Demand Full Day Event 
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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On Demand
31 Mar 2021
Death and Divorce: Vows and Promises - Available Now

Pre-Recorded Half Day Event - 5 Separate Sessions to Watch at Your Leisure

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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1 Day Conference
13 Oct 2021
ThoughtLeaders4 Private Client: Guernsey

Meet with the most experienced in the Private Client and Trusts world to discuss the latest and most pertinent issues of the last 12 months. It's been a while and we can't wait to welcome you back together. 


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Virtual
19 Jul 2021
Getting Comfy with Crypto: Building Trustee Confidence

Can I put Bitcoin in a trust? Should I? How do trustees get comfortable with holding crypto in structures?

Join our expert speakers in what will be a complete 'all you need to know' about working with crypto currencies. Chaired by David Cooney of Collas Crill, our speakers will cover a multitude of areas including due diligence, storage and proper structuring. 


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Virtual
05 Jul 2021
Let the good times roll! Trusts and Unusual Asset Classes

Let's focus on the good times. We have united a group of experts who each specialise in the more unusual assets that can be held by trustees in a trust. We will draw our attention to four main areas: Classic cars, marine and aviation, fine wine and whiskey and cannabis.


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Virtual
29 Jun 2021
Vive la Difference! Is Family & Trust Law in Jersey more like the French or English?

With Jersey being geographically located between England and France, a panel of experts will explore how family law and trust law work in Jersey. Are they more like the French or the English system?

The panel will also look at finances on divorce, prenups, the law of cohabitation.


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Virtual
14 Jun 2021
Succession Planning for Modern Families

With modern science advancing at great speed, our expert speakers will discuss what this means for sucession planning. Complexities over legal relationships and inheritance are pure examples of some of the challenges thrown up by surrogacy and fertility preservation. 


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On Demand
04 Jun 2021
HNW Advisors Leadership Programme: Training and development for future leaders

Leading complex relationships, working through challenging strategy and training your professional mindset makes a good advisor. But what makes a great, trusted advisor? What skills do you need to become a well-rounded HNW practitioner to grow your niche and succeed?


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Virtual
19 May 2021
Understanding the ‘G’ in ESG

As the term ESG becomes more widely referred to, so does the need to define and redefine its actual meaning. Our panel will be diving into the 'G' within ESG to better understand its relevance and importance within the private client world. 

 


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On Demand
14 May 2021
Divorce: Understanding the Impact on Trustees, Beneficiaries & Other Fiduciaries

This is not a technical/legal session but we will instead be focusing on practical, ‘on the ground’ experiences.

Typically, these sorts of sessions focus on the legal impact of trusts on divorce but today we will be turning the telescope around and looking at the practical impact of divorce on trustees, beneficiaries and other fiduciaries.


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Virtual
22 Apr 2021
Art Market 2021: Navigating the Return to Normality

Join us for a complete and concise overview of the current art market and where it is placed after 12 months of upheaval. Our speakers will discuss how the market will respond as the world opens up again and the challenges that may arise. 

 


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Virtual
21 Apr 2021
Nizam: Nuclear powers face off in High Court over English trust law principles

India and Pakistan locked horns with each other and descendants of the 7th Nizam of Hyderabad in Pakistan v NatWest decided by Marcus Smith J in October 2019.  .  When Pakistan initiated new proceedings in 2013, the current Nizam instructed Eason Rajah QC, 10 Old Square, and Paul Hewitt, Withers LLP.  Eason and Paul will set out the historic and political context as well as the trust law principles debated.


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On Demand
09 Apr 2021
Cross Border Wealth Planning for Divorce - AVAILABLE NOW

On-Demand Full Day Event to Watch at Your Leisure

A full day of pre-recorded on-demand insight, this event will delve into the technical details of divorce proofing your clients. 


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Virtual
24 Mar 2021
Divorce is just the Start: How it all goes wrong - A Unique Series brought to you by Peters & Peters

Join us for a unique limited series of 3 episodes covering the unfolding drama of a divorce.

Illustrated with an unfolding narrative join our expert speakers as a they take you through a fast moving divorce case, taking in criminal, asset recovery and private client related issues.


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Virtual
23 Mar 2021
Sudden Incapacity: Legal implications under the prevalence of Covid

On the day of national reflection, Sarah Williams from Payne Hicks Beach, will be chairing a panel who will share their expertise on issues arising from sudden incapacity. Topics for discussion will include: ascertaining wishes of P, navigating disputes between the clinical team and the family, the role of ICU mediation, perspectives on contested disputes, recent COVID-related judgments, as well as looking at the impact upon P’s property, financial and family affairs from a Trust and Family Law perspective. 

 


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Virtual
04 Mar 2021
The Private Client Comparative: A European Tour

Join us on a whistlestop tour around Europe to catch up on the what's been going on over the last 12-18 months. Listen to representatives from 9 key jurisdictions share what they see as a vital update in the private client landscape. 

 


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Virtual
19 Feb 2021
Private Client In Review: A Year Like No Other

Our Private Client Year in Review is the ultimate showdown between 8 of the top private client and trusts practitioners. In a year like no other, which has been the most important development of the year? You decide!


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Virtual
28 Jan 2021
Hashtag #This - Protecting the Privacy and Security of HNW Families and their Children

For many children, learning and living are now taking place as much in the digital world, as in the physical. Never has this been more true than in the post-Covid age. As children ‘grow-up’ online, a surge in screen-time is amplifying a host of concerns for parents. Join us to discover how you can help your HNW family clients protect and safeguard against the risks that will empower their children to thrive in today’s digital landscape.


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Virtual
21 Jan 2021
Insolvent Trusts

This deep dive into insolvent trusts will bring together our FIRE and Private client communities to assess the latest cases and their practical impact on best practice approaches 


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Virtual
14 Jan 2021
The Rare Trust Derivative Action: How Special are Your Circumstances?

This session looks at the circumstances in which beneficiaries of a trust may be entitled to bring in their own name, but on behalf of the trust, an action which belongs to the trustee, because the trustee either cannot or will not


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Virtual
31 Dec 2020
Brexit and Family Law: UK Departure but European Problems

On-Demand Session - In case you missed the live session watch On Demand

English and French specialist family lawyers examine some of the family law problems which will arise in practice from January 2021 onwards on the UK leaving the EU


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Virtual
19 Nov 2020
TL4 Virtual Community X-Over

A unique virtual event bringing together HNW Divorce, FIRE and Private Client experts. We will be discussing how the various practice areas overlap with each other and how best to work across disciplines 


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Virtual
18 Nov 2020
The Worldwide Webb: The Future of Trusts

Delighted to bring you the first joint event between ConTrA and TL4 Next Gen Wealth

Designed for Contentious & Non-Contentious practitioners alike. 

Bringing you an examination of the impact of the recent Privy Council decision in Webb v. Webb 


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Virtual
17 Sep 2020
Next Gen Wealth: Sustaining ESG Investments

ESG investing continues to be a pressing concern. And one that is amplified in recent times. What is latest key issues to watch out for and how are advisors developing their approaches? 


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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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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
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
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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