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

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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.

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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