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
Upcoming Events
19 Mar 2024
Landed Estates & Farm Tax Conference: The 3rd EditionJoin an unprecedented line-up of landed estates and farming experts. The only event you need each year to cover everything you need to know about agricultural land.
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18 Jan 2024
The 2024 Practitioners’ Forum on Stress Testing Trust StructuresJoin us for an exclusive gathering of the sharpest legal minds in the industry, where contentious and non-contentious practitioners unite to explore methods of structuring ironclad trusts.
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15 Feb 2024
The Practitioner’s Forum on Trusts in DivorceArm yourself with tactics that have proven successful in courtroom battles and negotiations alike. "Trusts in Divorce" equips you with the arsenal to safeguard your clients' assets and interests.
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12 Jun 2024
Private Client Advisory and Litigation Forum: ParisLed by two of the industry’s most well-known practitioners, Stella Mitchell Voisin of Summit Trust and Rupert Ticehurst of Maurice Turnor Gardner, they will encourage debate, introspection and, dare we say, controversy in the name of examining each topic as fully as possible. We will be looking at both the planning and advisory side of private client practice, as well as litigation and disputes when things don’t go according to plan.
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18 Sep 2024
Contentious Trusts Next Gen SummitWe are delighted to bring you a brand new, innovative and unique event for the next generation of contentious trusts practitioners and for all other practitioners where trusts can be involved. Building on our track record of catering specific events for the next generation of legal practitioners we are delighted to bring together our next gen initiatives from across 4 of our communities at one event.
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Past Events
25 Jan 2022
Private Client Year in ReviewOur Private Client Year in Review is the ultimate showdown between 8 of the top private client and trusts practitioners. In a year intent on banishing the doom and gloom of 2020, which has been the most important development of the year? You decide!
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14 Dec 2021
Entrepreneurs in AsiaFamily offices and external asset managers are booming in Asia, especially HK, which has become one of the most important players in the Private Wealth market. Join this event to find out the latest cutting edge structuring techniques and approaches to advising Asian entrepreneurs.
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05 Dec 2023
Sport Stars, Influencers & Entertainers Tax 2023 - 2nd Annual ForumFind out more
10 Nov 2023
Practical considerations when encountering financial distress within Trust structuresCompanies play a vital role within many trust structures. The versatility they bring often comes with additional layers of complexity and potential risks which trustees must remain mindful of and be ready to act when appropriate.
During this webinar, our panel of experts in the private client, restructuring and legal space will talk through key considerations when identifying and addressing distressed situations which may arise within the corporate entities held by trusts.
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17 Oct 2023
Mediation and Tax: When preparation meets opportunity?This Workshop will address UK Tax and Mediation Settlements which are essentially contractual settlements. Designed to be participative throughout, there will be ample opportunity for delegates to benchmark experiences with industry peers and raise issues of most concern to their organisation, either confidentially or in open.
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12 Oct 2023
Mitigating and Managing HMRC Investigations for HNW Private ClientsJoin us in Central London for this unique conference offering fresh perspectives on a variety of topics on how to be prepared for an HMRC investigation.
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10 Oct 2023
Taking a Dispute to the First-Tier Tax Tribunal, Appeals and Demystifying Judicial ReviewThe type of disputes which can be dealt with at FTT include all those relating to income tax, capital gains tax, corporation tax, VAT, stamp duty and SDLT. This seminar will review the main aspects of and issues arising on preparing and taking a dispute to the FTT and related issues relating to judicial review.
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05 Oct 2023
ThoughtLeaders4 Private Client: JerseyWelcome 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.
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03 Oct 2023
TL4 X London & Capital: Dealing with the practicalities of players moving to and from EuropeIn the dynamic world of sports, player transfers have become a pivotal aspect of team management, often involving intricate commercial, financial, and legal considerations. This breakfast briefing delves into the practicalities surrounding the movement of players across borders, with a special focus on transfers to and from Europe.
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26 Sep 2023
ThoughtLeaders4 Private Client: GuernseyWelcome 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.
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24 Sep 2023
Wealth / Life Middle East (DXB)For the second year, TL4 is proud to present a curated exclusive event for international private client advisors. With a fresh programme about strategy and business development in the Middle East. Join us in sunny Dubai for an unforgettable experience.
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22 Sep 2023
Finance, Divorce and Inheritance with a Sharia PerspectiveLed by Irwin Mitchell, join us for an insightful webinar that delves into finance, divorce, and inheritance within the framework of Sharia law. As more individuals seek a deeper understanding of how these critical life events align with Islamic principles, this webinar aims to provide an exploration of the topic.
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19 Sep 2023
TransAtlantic Tax & Estate PlanningTransAtlantic tax & estate planning remains complicated and beset with traps. Attend this event to drilldown into the latest thinking and stay on firm ground.
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30 Aug 2023
TL4 & ConTrA present Private Client Summer School: The Ultimate Insider’s GuideTL4 in partnerhip with ConTrAare proud to bring you the 3rd Edition of 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. 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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13 Jul 2023
TL4 Cross Community Next-Gen Networking Drinks ReceptionWhether you are in private client, family, competition, commercial, or chancery, TL4 are co-hosting a cross-community next gen drinks reception with Withers.
ThoughtLeaders4 are serious about providing opportunities to up-and-coming practitioners. We strrongly believe the next generation of practitioners should be attending events in order to build their network and further their careers. With this in mind, join us on Thursday 13 July at 6pm for an informal evening designed for simply building your professional network in FIRE, HNW Divorce, Private Client, Disputes and Competition.
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04 Jul 2023
TL4 x Howard Kennedy: The Odd Nature of Extraordinary AssetsIn this seminar we discuss the changing landscape of obscure modern assets. The guidance on how to deal with trusts and estates that contain investments in digital assets, NFTs, art collections and in some cases psychedelics can be vague or limited. With these unusual asset classes, there is no one size fits all approach for trustees or their advisors. We share lessons learnt and how we see this changing in the future.
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28 Jun 2023
The 2nd Annual Crypto in DisputesCrypto continues to develoip at a rapid pace in many areas of law and the resulting disputes involving Crypto are unique. Join this one day event talking all areas of disputes where Crypto is involved, where all 4 TL4 communities come together
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27 Jun 2023
Contentious Trusts: Trusts under AttackJoin the very best in the international trust dispute field and where it overlaps with other areas of litigation to challenge the most up to date developments in the last 12 months.
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26 Jun 2023
Navigating Sudden Wealth SyndromeSimon Gibb and Diva Shah will discuss how individuals who unexpectedly come into large sums of wealth can feel isolated from friends and family, guilty about their good fortune or fearful that they will lose their newfound wealth because this of the unfamiliar territory.
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16 Jun 2023
Family Offices - Can they really do it all?During this webinar, our panel of experts will talk through their practical experience of working with single family offices with different wealth creation stories and their own unique challenges. The focus will be on what can suitably be done “in-house” by a dedicated family office team, versus what might make sense to “outsource” to be served by trusted advisers. Plus, best practice of how the two can work efficiently together.
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05 Jun 2023
Insolvent Trusts: Where are we now?'Insolvent' trusts have enjoyed a considerable amount of air time recently, with a number of high-profile judgments leading to key developments in the law and some very real consequences for trustees.
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26 May 2023
Divorce for the Digital GenerationOver the last 10 years, digital assets have influenced clients going through their divorces. As new types of assets are emerging, so are the processes for divorce. Whether it is new ways to hide assets, new sources of income or online harassment issues, the actual process for divorce must adapt itself to the digital revolution.
In this webinar, our panel of experts will address the risks involved in digital assets and what can be done to trace and value these assets to bring them to Court.
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23 May 2023
Non-Dom Tax conference: An annual review of all that’s key for those advising non-dom clientsImmerse yourself in a focused discussion with expert panellists, on the fate of non-dom clients and challenges they face in the current climate.
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17 Apr 2023
Knowledge is power: creating a generation of financially empowered womenWhether managing family wealth or navigating a divorce, knowledge is power. Historically, men have been the breadwinners of the family and made the financial decisions for the family even if the woman was employed and well educated. In modern times, there has been increase in financially literate women taking an active role in their family finances. However, this is not a uniform trend.
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28 Mar 2023
Contentious Probate and Inheritance Claims - Death in the Modern AgeJoin this one day conference covering the latest issues and trends in the private client sphere, including complex modern families, technological developments and loss of mental capacity
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20 Mar 2023
Can No Contest Clauses “Make Wills Great Again”?Tom Deely, Alexandra Giles and James Poole will discuss the use and effect of No Contest Clauses and whether they are a sufficient deterrent to a prospective Claimant seeking to bring a claim against an estate. Aimed at stemming the tide of unmeritorious claims under the Inheritance Act, are No Contest Clauses a necessity to uphold the principle of testamentary freedom, or are they ineffective, inflammatory and contrary to public policy?
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06 Mar 2023
International Women’s Day: Are Women More Risk Averse Than Men?With International Women’s Day approaching, in this webinar, we will look at the increasingly important role than women play in creating and preserving wealth alongside their attitude and aspirations to future planning and finance.
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23 Jan 2023
Talking Trusts: Landmark Privy Council DecisionJohn Machell KC, Emma Hargreaves, John Eldridge and Andrew Gurr of Serle Court will discuss the recent landmark Privy Council decision in ITG Ltd v Fort Trustees Limited and Equity Trust (Jersey) Ltd v Halabi [2022] UKPC 36.
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12 Dec 2022
New Hands at New Tillers: How to Play the Generation GameWe are in the largest world transfer event since the second world war so how are we planning on passing down our money? The last two to five years we have seen the biggest transition of corporate entities so what are our predictions with what happens next.
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26 Sep 2022
Family Office Trends in Private MarketsHear from our panel of experts as they share their thoughts on the way that Family Offices and UHNWIs are thinking about investing in private markets.
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30 Jun 2022
Enforcing a Divorce AwardIn a focused half day, understand best practice in planning for enforcement at the outset of a divorce proceeding from a multi-disciplinary panel of experts.
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13 May 2022
Protectors across Borders: Different paths to the same place?With the role of the protector increasingly under scrutiny join this in-depth online dive into the key issues.
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10 May 2022
Psychology of Trust Disputes and the family dynamics that lead to themChallenging family dynamics and heated disputes are nothing new, however what makes them occur in the first place?
Join us to find out about how to identify red flags in family relationships, the psychological triggers in family disputes, inter-generational conflict and ultimtely intervene at the earliest stage to avoid escalation.
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11 Feb 2022
What you need to know about mediation in family cases, trusts cases and where the two cross-overThis is aimed at those who are not qualified mediators but want to know how more about how mediation works, so they can advise and support clients in mediation but also to understand how they can be involved.
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03 Dec 2021
How Should Family Offices Hold Investments? Convergence of Estate Planning, Family Co-investing, and Fund ManagementThought leaders on the panel will discuss exciting trends in Private Equity investment by families
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13 Oct 2021
ThoughtLeaders4 Private Client: GuernseyMeet 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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19 Jul 2021
Getting Comfy with Crypto: Building Trustee ConfidenceCan 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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05 Jul 2021
Let the good times roll! Trusts and Unusual Asset ClassesLet'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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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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14 Jun 2021
Succession Planning for Modern FamiliesWith 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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04 Jun 2021
HNW Advisors Leadership Programme: Training and development for future leadersLeading 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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19 May 2021
Understanding the ‘G’ in ESGAs 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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14 May 2021
Divorce: Understanding the Impact on Trustees, Beneficiaries & Other FiduciariesThis 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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22 Apr 2021
Art Market 2021: Navigating the Return to NormalityJoin 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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21 Apr 2021
Nizam: Nuclear powers face off in High Court over English trust law principlesIndia 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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09 Apr 2021
Cross Border Wealth Planning for Divorce - AVAILABLE NOWOn-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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31 Mar 2021
Inter-Generational Wealth Planning: The Private Client Practitioner of the Future - Available NowOn-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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31 Mar 2021
Death and Divorce: Vows and Promises - Available NowPre-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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24 Mar 2021
Divorce is just the Start: How it all goes wrong - A Unique Series brought to you by Peters & PetersJoin 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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23 Mar 2021
Sudden Incapacity: Legal implications under the prevalence of CovidOn 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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04 Mar 2021
The Private Client Comparative: A European TourJoin 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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19 Feb 2021
Private Client In Review: A Year Like No OtherOur 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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28 Jan 2021
Hashtag #This - Protecting the Privacy and Security of HNW Families and their ChildrenFor 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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21 Jan 2021
Insolvent TrustsThis 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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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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31 Dec 2020
Brexit and Family Law: UK Departure but European ProblemsOn-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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19 Nov 2020
TL4 Virtual Community X-OverA 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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18 Nov 2020
The Worldwide Webb: The Future of TrustsDelighted 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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17 Sep 2020
Next Gen Wealth: Sustaining ESG InvestmentsESG 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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16 Jul 2020
Tax for Entertainers & Sports PeopleUnique 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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07 Jul 2020
Avoiding & Resolving Private Wealth DisputesThere 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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06 Jul 2020
Trusts in Divorce Virtual ConferenceWhat 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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02 Jul 2020
Next Gen Wealth: Family Offices in the New World OrderThese 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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01 Jul 2020
Offshore Under Attack: You Ain’t Seen Nothing YetIn 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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16 Jun 2020
Statutory Residence Test and the Exceptional CircumstancesWith 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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16 Jun 2020
Lockdown Lowdown: 5 important trust decisions you need to know about nowUnderstand 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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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 ballDelighted 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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20 May 2020
Trustees and Divorce: Navigating Stormy WatersVirtual 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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14 May 2020
Next Gen Wealth: Hot Topics in the New World OrderVirtual 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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