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
11 Oct 2022
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.  


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1 Day Conference • In-Person Event
13 Oct 2022
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.


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Virtual
14 Nov 2022
New Hands at New Tillers: How to Play the Generation Game

We 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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2 Day Summits • In-Person Event
15 Nov 2022
Wealth / Life Middle East (DXB)

TL4 is proud to present a curated exclusive event for international private client advisors. Focussed on networking and interactive sessions, strategy and business development in the Middle East. Join us in sunny Dubai for an unforgettable experience. 


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1 Day Conference • In-Person Event
01 Dec 2022
Sport Stars, Influencers & Entertainers Tax Conference: The Digital Age

In just one-day deep dive into tax advice for high profile clients in the digital age.  


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Past Events

1 Day Conference
22 Mar 2022
Landed Estates & Farm Tax Conference

Join 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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1 Day Conference
25 Jan 2022
Private Client Year in Review

Our 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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Virtual
14 Dec 2021
Entrepreneurs in Asia

Family 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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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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Virtual
26 Sep 2022
Family Office Trends in Private Markets

Hear 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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1 Day Conference
20 Sep 2022
TransAtlantic Tax & Estate Planning

US / UK 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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2 Day Summits
24 Aug 2022
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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1 Day Conference
05 Jul 2022
TL4 & ConTrA present: 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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1 Day ConferenceHalf Day Conference
30 Jun 2022
Enforcing a Divorce Award

In 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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1 Day Conference
29 Jun 2022
Crypto in Disputes

Crypto is increasingly prevalent 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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Virtual
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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1 Day Conference
11 May 2022
Non-Dom Tax conference: An annual review of all that’s key for those advising non-dom clients

Immerse 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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Virtual
10 May 2022
Psychology of Trust Disputes and the family dynamics that lead to them

Challenging 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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1 Day Conference
26 Apr 2022
Death in the Modern Age: UK & Cross-border probate, wills, and trusts

Join TL4’s expert panel of practitioners to explore the hot topics and key issues for wills, probate, and trusts in the UK and internationally. 


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Virtual
11 Feb 2022
What you need to know about mediation in family cases, trusts cases and where the two cross-over

This 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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Virtual
03 Dec 2021
How Should Family Offices Hold Investments? Convergence of Estate Planning, Family Co-investing, and Fund Management

Thought leaders on the panel will discuss exciting trends in Private Equity investment by families 


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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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