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Impartial and independent, ThoughtLeaders4 Private Client Knowledge Hub hosts cutting edge industry content and insight.

Issue 2 of our e-magazine is now live - Have a read of our Next Gen Wealth Edition below!

Email danushka@thoughtleaders4.com to submit content.

Private Client Magazine: Issue 2 - NEXT GEN WEALTH - NOW AVAILABLE

Date: 14/09/2020 Type: Community Magazine Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth | Investment and HNWI’s | Tax |
Author: ThoughtLeaders4 Private Client

I personally have felt for some time that non-contentious Private Client world in particular lacks a really thriving community aimed at the Next Generation of the wealthy and their advisors and this is very much what I hope this will become” - Chris Moorcroft, Harbottle & Lewis, Next Gen Wealth Founding Committee Member

ThoughtLeaders4 Next Gen Wealth initiative is delighted to bring you the Second Edition of the Private Client Magazine, showcasing the diverse interest, breadth and depth of the knowledge of our community.

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Death & Divorce Full Event Slides

Date: 20/07/2020 Type: White Papers Topic: Author: ThoughtLeaders4

Event slides from Death & Divorce webinar

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Why virtual mediation is here to stay for private client disputes

Date: 15/07/2020 Type: Articles Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth |
Author: Julia Burns – Dove in the Room

A couple of months ago few people in the legal world had heard of virtual mediation. Thanks to Zoom’s confidential breakout room technology, virtual mediation has been widely adopted by mediators and litigators who have adapted quickly. Once the Rubicon is crossed, there is no going back.

Top 10 Tips for Successful Video Interviews

Date: 15/07/2020 Type: Articles Topic: Private Client |
Author: Siobhan Lewington & James Quick – Fox Rodney Search

Now that we’re all working remotely and practising social distancing, we’re seeing our clients’ meetings with candidates moving to video platforms such as WebEx, Zoom or Skype. As this is a new experience for many of us, we thought we would share our top 10 tips for successful video interviews.

The Moral Maze – considering child adult claims under the Inheritance (Provision for Family and Dependants) Act 1975

Date: 15/07/2020 Type: Articles Topic: Private Client | Wills and Estates | Inheritance |
Author: Elizabeth Ware – Foot Anstey

In England and Wales, we are free to leave our estates to whomever we choose. This is the principle of testamentary freedom, and it is a principle the Court is keen to uphold. Whilst we have this freedom in England and Wales, we also have the Inheritance (Provision for Family and Dependants) Act 1975 (‘the 1975 Act’). A statute that was implemented to protect and provide for those individuals where it would be unjust for them not to receive financial provision from the deceased’s estate.

What should Protectors be thinking about since the arrival of Covid-19?

Date: 15/07/2020 Type: Articles Topic: Private Client | Trusts |
Author: Roberta Harvey & Hannah Mantle – Forsters

Many protectors or their advisors will already have navigated difficult issues during the recession following the financial crisis in 2008, others will have done so even earlier. The issues which arise from the physical restrictions placed on us and our movement during the current crisis may be quite unusual, but the economic issues arising from the Covid-19 crisis are likely to be similar to previous downturns.

Practical Considerations for Trustees

Date: 15/07/2020 Type: Topic: Private Client | Trusts |
Author: Andrew Peedom – Collas Crill

The profound impact which the current pandemic has had on all aspects of life cannot be understated. This, of course, includes the global economic downturn; in some quarters it has been compared to, or indeed said to be likely to eclipse, the Great Depression

It’s time to adapt – the Next Generation is on their way!

Date: 15/07/2020 Type: Articles Topic: Private Client | Next Generation Wealth |
Author: Edward Bennett – Bedell Cristin

It is widely publicised that economists and financial observers estimate that, over the next few decades, assets worth many trillions of dollars will pass from one generation to the next - dubbed “The Great Wealth Transfer”. This passing of wealth is likely to take many forms including the transfer of individual influence over existing wealth-holding structures and as such it is clear that the fiduciary industry will experience the effects of this intergenerational change.

Unexpected Death in the Times of Covid 19:- Estates with U.K. as well as International Focus

Date: 15/07/2020 Type: Articles Topic: Private Client | Wills and Estates |
Author: Helene Pines Richman – 9 Stone Buildings

Regardless of whether you previously read books on pandemics, were fully au fait with the Spanish flu of 1918, and/ or at least broadly knew that epidemics on a grand scale occur about once every 100 years, the Corona Virus has shocked the world in its speed of spread and truly terrible consequences. The death toll as of this writing is almost 29,000 for the U.K. and 250,000 worldwide.

Dealing with the death of a settlor

Date: 15/07/2020 Type: Articles Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth |
Author: Tara Hopwood – Summit Trust International

Trusts are settled for many reasons but succession planning is usually featured at the top of this list. Many settlors like the idea of leaving a legacy, of leaving their accumulated wealth in safe hands and of doing what they can to minimise if not completely eliminate family disharmony after their passing.

Private label funds – collective investment vehicles for HNWIs

Date: 15/07/2020 Type: Articles Topic: Private Client | Next Generation Wealth | Investment and HNWI’s | Author: Richard Grasby – RDG Fiduciary Services

Collective investment vehicles are very familiar to high net worth investors (“HNWIs”) and their connected structures (trusts/family offices etc). In fact, many such HNWIs are key investors for new fund launches. Most such funds are put together by wealth managers looking to profit from the management of the fund.

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Relaxing Requirements for Executing a Will during Covid-19

Date: 15/07/2020 Type: Articles Topic: Private Client | Inheritance | Next Generation Wealth |
Author: Matthew Braithwaite – Wedlake Bell LLP

The archaic nature of England’s law on the execution of Wills has been called into question in recent years, but never more so than in the last couple of months with the outbreak of Covid-19. Embracing modern technology in Will writing has moved from being something that the industry felt it “should” do, to a more urgent plea to allow those that need to execute a Will now, to do so, safely and validly. Other countries have been more reactive introduced emergency legislation to deal with the situation, but so far, England has failed to do similarly

Abuse of the Interpol system

Date: 15/07/2020 Type: Articles Topic: Private Client | Next Generation Wealth |
Author: Matt Ingham, Richard Milford & Isaac Ricca-Richardson – Payne Hicks Beach

The COVID-19 pandemic has forced the planet to grind to a halt and will have a lasting economic impact. Whilst the severity of this impact remains to be seen, we know from previous economic downturns that well-connected elites in high risk jurisdictions have often used improper methods to recoup their personal losses.

Tax for Entertainers & Sports People - Slides

Date: 15/07/2020 Type: Webinars White Papers Topic: Private Client | Tax |
Author: Adrian Shipwright & Julian Hickey - Addington Chambers

Event slides for Tax for Entertainers & Sports People 

Insolvent trusts and trustee duties

Date: 15/07/2020 Type: Articles Topic: FIRE | Civil Fraud | International | Private Client | Trusts |
Author: Emma McCall – Stewarts

Economic uncertainty brought by the Covid-19 pandemic will undoubtedly have a profound effect on the value of trust assets. Industry experts predict steep rises in insolvencies, affecting key industries. Many businesses may become cash-flow/balance sheet insolvent (if they are not already).

Trusts in Divorce 6th July Event Slides

Date: 07/07/2020 Type: Webinars White Papers Topic: HNW Divorce | Finances | Private Client | Trusts |

Slides from the Trusts in Divorce event on the 6th July

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Private Client Magazine - Issue 1 - NOW AVAILABLE

Date: 20/06/2020 Type: Community Magazine Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth | Investment and HNWI’s | Tax |
Author: ThoughtLeaders4 Private Client

We are delighted to bring you our inaugural edition of the Private Clint Magazine, connecting you with the global private client community in the midst of lockdown.

Cases Referred to in Trustees & Divorce Virtual Event

Date: 01/06/2020 Type: Reports Topic: HNW Divorce | Finances | Author: Trustees & Divorce Speakers

Crib sheet of cases referred to in recent virtual event

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Coronavirus’ impact on HNWs advice

Date: 12/05/2020 Type: Articles Topic: HNW Divorce | Finances | Modern Family |
Author: Alexander Troller & Joséphine Auberjonois - Lalive

The Coronavirus pandemic reminds us of Simone de Beauvoir’s “All men are mortal” Both encourage us to re-evaluate our priorities, prompting us to seize new opportunities otherwise ignored under the “business as usual” regime.

Practical Considerations for Trustees

Date: 30/04/2020 Type: Articles Topic:
Author: Andrew Peedom - Collas Crill

The profound impact which the current pandemic has had on all aspects of life cannot be understated. This, of course, includes the global economic downturn;  in some quarters it has been compared to, or indeed said to be likely to eclipse, the Great Depression.

Dealing with the Death of a Settlor

Date: 13/04/2020 Type: Articles Topic: International |
Author: Tara Hopwood - Summit Trust

Trusts are settled for many reasons but succession planning is usually featured at the top of this list. Many settlors like the idea of leaving a legacy, of leaving their accumulated wealth in safe hands and of doing what they can to minimise if not completely eliminate family disharmony after their passing.

Trustees and Divorce: Navigating Stormy Waters

Date: 13/04/2020 Type: Articles Topic: Finances |
Author: Jonathan Arr, Elizabeth Doherty & Ed Parry Smith - Macfarlanes

Debt, death and divorce: often grimly cited as the estate agent’s best friends, they are also three main harbingers of trust litigation. The last of these can be particularly troublesome for trustees, who can find themselves in a difficult position when a beneficiary (or beneficiaries) of a discretionary trust divorce, especially when it is taking place in the English courts

Towards a radical overhaul of UK inheritance tax?

Date: 13/04/2020 Type: Articles Topic:
Author: Edward Stone - Womble Bond Dickinson

Death and taxes may be the only certainties in this world, but exactly how tax is raised on death and on lifetime gifts is subject to tinkering and political debate. A new cross-party parliamentary report proposes radical changes to completely change, rather than just tinker around the edges, how inheritance tax would be charged in the UK and, if ever adopted, would have significant impact on your wealth and succession planning.

Ways of Protecting Family Wealth on Divorce

Date: 12/04/2020 Type: Articles Topic: Finances |
Author: Abby Buckland - Kingsley Napley LLP

Parents are increasingly reluctant to provide financial assistance to their adult children because they are concerned that the money could be lost in a divorce. We are often approached by anxious parents who are keen to ensure that family wealth intended for their children and grandchildren won’t fall into the hands of their estranged son or daughter in law, should they later divorce.

Potential Psychology and Emotional Challenges in HNW and UHNW Divorce

Date: 19/02/2020 Type: Articles Topic: Client Perspective | Modern Family |
Author: Ahi Wheeler - Harley Street Therapy

While we are all aware of the highly complex legal, financial, commercial and international issues raised by HNW divorces, how much do we know about the personalities that have evolved within this section of society? What might we encounter of the psychology and emotional aspects of the parties involved? HNW and UHNW individuals face and develop a set of challenges within life that might be unfamiliar to those who do not inhabit that world of affluence. The very nature of their circumstances allows them to distance and detach themselves from the everyday concerns that occupy most of the planet, the need to survive financial demands on daily basis, to make ends meet. Consequently there is often little awareness, sympathy or empathy for the human and existential struggles that they, like every other human on the planet, have to face.

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In order to suggest topics or write for our knowledge hub please contact Paul on 020 7101 4155 or email paul@thoughtleaders4.com