31 Dec 2020

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

02 Nov 2020

Pre-Recorded 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

16 Nov 2020

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. 

17 Nov 2020

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?

18 Nov 2020

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. 

19 Nov 2020

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 

26 Nov 2020

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. 

30 Nov 2020

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. 

01 Dec 2020

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. 

17 Sep 2020

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? 

16 Jul 2020

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 

07 Jul 2020

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

06 Jul 2020

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. 

02 Jul 2020

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.

01 Jul 2020

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

16 Jun 2020

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. 

16 Jun 2020

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

10 Jun 2020

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

20 May 2020

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

14 May 2020

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.