Next Gen

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

ThoughtLeaders4 Private Client Next Gen Wealth will run informative panel sessions and networking events, covering the most pertinent and current issues affecting Private Client - targeted at how to advise the next generation of HNWs

 

 

Members will include:

  • Junior partners, associates, counsel at law firms specialising in Private Client
  • Junior barristers practicing at the commercial, chancery, family bar
  • Managers / junior directors at trust companies
  • Accountants & Tax advisors
  • In house at banks, wealth managers and financial institutions
  • Litigation funders 
  • Forensic accounting professionals

Bringing together up-and-coming Private Client practitioners to share knowledge and experience of advising the next generation of HNWs

Who Qualifies as a Next Gen Practitioner?

Are there membership criteria?

Typically members must operate in fields related to Non-Contentious Private Client with an emphasis on next generation HNWs, and be between Associate and Junior Partner as a rough guide. 

Does my membership end once I become too senior?

No, this guidance is only for the point of joining 

Is there a membership fee?

No, membership is free.

Chris Moorcroft
Partner - Harbottle & Lewis

Chris Moorcroft advises individuals and families on wealth planning and succession matters. This includes the use of estate planning vehicles such as companies, trusts and foundations to manage the passing of wealth and family businesses to younger generations, to protect wealth from unexpected events like death and incapacity, to protect wealth from adverse third parties and to manage complex cross-border tax problems involving multiple jurisdictions.


Michelle Tring
Trust Director - Affinity Private Wealth

Michelle is a Trust Director at Affinity Private Wealth and has over 17 years industry experience of providing bespoke wealth management services to private clients, working with a full range of structures.

Michelle moved to Jersey in 2002 to pursue a career in finance and has spent the majority of her career on the island, with the exception of a two-year period where she worked in Grand Cayman, specifically managing a portfolio of structures for predominantly Latin American clients.

Michelle’s team are responsible for managing a large portfolio of private clients which span numerous jurisdictions and consist of a number of specialised structures with a variety of assets, providing bespoke and tailored wealth management services to individuals and families to help preserve and enhance their assets for future generations.


Robert Dobbyn
Partner - Walkers

Robert is one of the leading non-contentious trusts practitioners in Jersey, and heads Walkers' Jersey Private Capital & Trusts Group.

He focuses on private client structuring and advice, and is an expert in Jersey foundation structures.

Robert is a Jersey Advocate who has spent more than a decade specialising in offshore private client work.


Joanne Morse
Director, Family Office Services - Summit Trust International

Jo is a graduate of Law and French from Cardiff University. She qualified as a solicitor of England and Wales in 2008, working as a private client solicitor in the UK before beginning her trust career in Geneva in 2011. Jo has a wide range of experience in trust and company management, within which a wide range of real assets are managed, including fine art, vintage cars, shipping fleets, yachts, private equity and commercial and residential property. Jo manages an administration team providing bespoke private client trusteeship to ultra high value, complex international trust structures. In May 2018, Jo won Trustee of the Year at the Citywealth Magic Circle Awards held in London.


Phyllis Townsend
Senior Associate - Baker McKenzie

Phyllis Townsend is a senior associate in the Wealth Management practice in London. Phyllis joined in 2012 from Rothschild Wealth Management & Trust where she was legal counsel in London and Zurich. Phyllis works with clients on a broad range of wealth management matters. Phyllis is listed in Legal 500, Private Client Practitioner's "Top 35 under 35" and Legal Week's "Private Client Global Elite - Ones to Watch".


Alice Killingbeck
Director - KPMG

Alice Killingbeck is a director and solicitor leading Private Client legal services at KPMG in the UK. Alice advises UK and international individuals, families, trustees and family offices on issues related to the management, growth and transition of their personal and business wealth. This includes designing and advising on estate planning structures such as trusts and foundations, advising on trustee governance and fiduciary risk, cross-border succession planning, Wills and philanthropy.


Matthew Braithwaite
Partner - Wedlake Bell

Matt advises UK and international individuals, families, trustees and beneficiaries of trusts and family offices on UK tax, estate planning and succession issues.  He acts for high net worth individuals and families including business owners and entrepreneurs.

Matt advises on the establishment and use of trusts and other wealth holding structures and also on the succession of family trusts and businesses and governance issues.  Matt also provides UK tax and structuring advice in relation to the ownership of UK property.

Matt also advises on Wills and general trust law and acts as a trustee.

 


Founding Committee

Chris Moorcroft
Chris Moorcroft Partner
Harbottle & Lewis
Michelle Tring
Michelle Tring Trust Director
Affinity Private Wealth
Robert Dobbyn
Robert Dobbyn Partner
Walkers
Joanne Morse
Joanne Morse Director, Family Office Services
Summit Trust International
Phyllis Townsend
Phyllis Townsend Senior Associate
Baker McKenzie
Alice Killingbeck
Alice Killingbeck Director
KPMG
Matthew Braithwaite
Matthew Braithwaite Partner
Wedlake Bell

Upcoming Events

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Virtual
14 May 2020
Next Gen Wealth: Hot Topics in the New World Order

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. 


Find out more
Virtual
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 ball

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


Find out more
Virtual
16 Jun 2020
Lockdown Lowdown: 5 important trust decisions you need to know about now

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


Find out more
Virtual
02 Jul 2020
Next Gen Wealth: Family Offices in the New World Order

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.


Find out more
Virtual
17 Sep 2020
Next Gen Wealth: Sustaining ESG Investments

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? 


Find out more
Virtual
18 Nov 2020
The Worldwide Webb: The Future of Trusts

Delighted 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 


Find out more
Virtual
19 Nov 2020
TL4 Virtual Community X-Over

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 


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Virtual
21 Jan 2021
Insolvent Trusts

This 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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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


Find out more
Virtual
21 Apr 2021
Nizam: Nuclear powers face off in High Court over English trust law principles

India 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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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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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?


Find out more
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.


Find out more
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.


Find out more
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We would like to thank our community partners and contributors for sharing their outlook on the factors that drive the next generation.

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As always, thank you to all of our contributors for sharing their articles with our Private Client community.

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Thank you to our contributors, members and community partners for their support as we begin another busy year for the Private Client community. Please do keep an eye out for our quarterly magazines, with the first issue of 2023 being published in March. 

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Thank you to all of our members, contributors, and community partners for their support throughout 2022. The Private Client community continues to grow, we have more events, more magazines, and more content coming, so we look forward to working with you all in 2023.

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Thank you to all our contributors and our community partners for their continued support, we hope you enjoy this abounding issue.

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Crypto Insight 2022

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We are delighted to present the Offshore issue of Private Client Magazine. In this edition our contributors discuss a range of topics impacting the offshore world, including crypto, deemed domicile, and onshoring.

We also get to know some of our community better with a series of 60 seconds with interviews, finding out their strangest/most exciting story in the industry, their role models, and what they are most looking forward to for the remainder of 2022.

Thank you to our authors and community partners for their consistent support, we hope you enjoy this latest edition.

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Thought Leaders 4 Women Who Inspire - IWD 2022 - Yindi Gesinde Profile

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Private Client Magazine Issue 6 - Let’s Talk Contentious Trusts

Issue 6 of Private Client Magazine is out and our authors are talking all things Contentious Trusts - from Sham trusts and the protectors’ power of consent, to NFT’s, digital art and money laundering. We also find out a little bit more about our members with a series of quickfire 60 second interviews. As we settle into the new year, 2022 will bring fresh knowledge, insights, and opportunities to bring the Private Client community together. We predict an action-packed year, and we look forward to welcoming you at some of our events both virtually, and in-person

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A) I focus my practice on dispute resolution issues, including contested estates, acting for high net worth individuals in private trust disputes, as well as commercial dispute resolution and arbitration.

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60-Seconds With: Emma Taylor, Associate, Collas Crill

Q) What is your key area of practice?

A) Commercial Dispute Resolution focused on Contentious Trusts in Guernsey and the BVI.

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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Adam Fellows, Associate, Stephenson Harwood

Q) What is your key area of practice?

A) My work is primarily personal tax advice, with a strong focus on international clients both with or looking to have a presence in the UK.

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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Tamsin Wooldridge, Solicitor, Shakespeare Martineau

Q) What is your key area of practice?

A) Contentious trusts & probate

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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Stephanie Antrobus, Solicitor, Womble Bond Dickinson

Q) What is your key area of practice?

A) At present I do a mixture of non-contentious estate planning and contentious trusts and probate work, with a view to specializing into the latter once I have a strong foundation in both practices.

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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Rosie Taylor, Associate, Womble Bond Dickinson  

Q) What is your key area of practice?

A) Trusts and inheritance disputes.

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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Rosalind Russell, Associate, Withers

Q) What is your key area of practice?

A) I’m an associate in our Trust, Estate and Inheritance Disputes team. We also cover Court of Protection work alongside our non-contentious elder law specialists. I am one year qualified so my practice is still pretty broad – I would say roughly half my clients are charities looking to defend probate or inheritance claims, and the rest are a mix of private individuals and trustees/executors

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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Maria Chami, Associate, Stephenson Harwood

Q) What is your key area of practice?

A) I specialise in contentious trusts and pensions disputes.

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60-Seconds With: Lucinda Brown, Partner, BDB Pitmans

Q) What is your key area of practice?

A) I deal with trusts and estates disputes of all types, both onshore and offshore.

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60-Seconds With: Jessica Clark-Jones, Pupil Barrister, XXIV Old Buildings

Q) What is your key area of practice?

A) Commercial chancery

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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Jerry Jamieson, Associate, Maurice Turnor Gardner

Q) What is your key area of practice?

A) Dispute Resolution – Contentious Trusts and Probate

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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Holly Payling, Associate Director, Buzzacott

Q) What is your key area of practice?

A) Private client tax - dual qualified US/UK

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60-Seconds With: Emily Bueno, Associate, Mishcon De Reya

Q) What is your key area of practice?

A) Everything that comes under the heading of ‘Private Wealth Disputes’. This is a broad church and covers disputes relating to trusts, estates, lifetime gifts, as well as proprietary estoppel claims, claims under the Inheritance (Provision for Family and Dependants) Act 1975 and Court of Protection matters. My work frequently has an international, multi-jurisdictional element.

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60 seconds withCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds With: Daniel Thorpe, Barrister, Radcliffe Chambers

Q) What is your key area of practice?

A) I am building a varied practice across all of Chambers’ core areas of work. This includes private client, insolvency, commercial and real property disputes.

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60 seconds withArticlesCommunity MagazineInterviewsThoughtLeaders 4 Content
60-Seconds with: Craig Dinnett, Associate, Collas Crill

Q) What is your key area of practice?

A) I work in the international private client and trusts team at Collas Crill.

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60 seconds withThoughtLeaders 4 Content
TL4 & ConTrA Summary | Private Client Summer School 2021

On Thursday 26th August 2021, we opened the doors to our first in-person event at ThoughtLeaders4 by kicking it off with Private Client Summer School: The Ultimate Insider’s Guide. For most delegates, this was the first event they had attended in over 18 months. For everyone in attendance at the summer school, there was a real sense of novelty to be back in the room where delegates were able to move freely, catch up, and begin to plant the seeds into relationships that will likely grow as they do in the industry.

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60 seconds withArticlesCommunity MagazineInterviewsQuarterlyThoughtLeaders 4 ContentCommunity PartnerMain Issue
Private Client Magazine Issue 5 - Year in Review 2021: Looking Back and Looking Forward

In the latest issue of the Private Client Magazine, we present to you a ‘Year in Review’, which discusses the most significant trends and cases over the past 12 months. This edition also features an In Focus supplement on ‘Next Gen’, which tackles topical trends such as ESG, mental health, and generational wealth. Thank you to all of our authors, members, readers and Community Partners for their endless support and contribution. 2022 will no doubt bring new thoughts, ideas and trends, and we look forward to capturing new content and industry insight as we continue to navigate the legal maze.

READ NOW!

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ArticlesCommunity Partner
Knowledge BVI trust legislation enhanced by Trustee (Amendment) Act 2021

The Trustee (Amendment) Act 2021 (the "Amendment") came into force on 13 May 2021 and greatly enhances BVI's trusts legislation.

The Amendment inserts a new section 58B to the Trustee Act, expanding the court's jurisdiction to vary, add to, revoke or replace any provision of a trust. It builds on existing rules that allow the court to approve, on behalf of minor and unborn beneficiaries and other persons who are unable to approve themselves, arrangements that amend trusts.

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Private Client Magazine Issue 4 - Trustees Under Pressure

Issue 4 is live! A year on from the launch of our Private Client Community we continue to see growth in the breadth, engagement and commitment from our members. Emerging from a pandemic leaves us with even more of
a need to look to peers for inspiration, knowledge and confidence.

Thank you to our contributors for their interpretations on the pressure trustees have faced in the face of change. We also express our gratitude to our Community Partners whose support allows us to deliver the highest quality of content.

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ArticlesCommunity MagazineMain Issue
Private Client Magazine: Issue 3 - 2021: ADAPT. ENDURE. PERSIST - NOW AVAILABLE

2021 isn’t exactly starting off how we’d hoped but here we are. We remain desperate to return to this so-called ‘new normal’ but for now, we continue to adapt. The true success of our growing community is a reflection of the passion and focus of every single person involved and we continue to generate thought-provoking content that comes to their first-hand experiences.

Thank you to our authors, readers and members and our Community Partners for their continued support. We are excited to show what we have planned for later on this year so watch this space…

Read Here!

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ThoughtLeaders 4 Content
Virtual Value Visibility Partnership

Deliver Value through Virtual Visibility.

Understand what is unique about the ThoughtLeaders4 community approach and how you can add Value to our Communities and be Visible through our Virtual platform.

To find out more about our VVV packages DOWNLOAD OUR BROCHURE

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Articles
Why virtual mediation is here to stay for private client disputes

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.

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Articles
Trustees and Divorce: Navigating Stormy Waters

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

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ArticlesFeatured Article
Proving Foreign Law
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ArticlesCommunity Partner
Looking forward to the Year of the Ox

When you reflect on the Year of the Longtail, (I’m still Manx so can’t say R.A.T.), 2020, it could be the year that saved the HK private wealth market!

Though undoubtedly a year of disruption and upheaval, 2020 also brought about opportunities. When you look at Q3 2019, we were amid a period of political unrest that saw millions of people take to the streets and market commentators were highlighting the movement of wealth from Hong Kong to Singapore. I myself had noticed the transition of some peers attracted by the stable climate, more business opportunities and bigger apartments! Then towards the end of the year, we recorded our first case of COVID-19 and everything changed...

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ArticlesCommunity Partner
Succession planning and the PTC

The wealth management landscape has been evolving over recent years, with international developments such as Brexit, political and environmental challenges, regulatory change and digital advancements all playing their part. Then in March 2020, the coronavirus pandemic plunged the world into uncharted waters.

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ThoughtLeaders 4 ContentAnnouncement
James Baldwin-Webb Joins Thought Leaders 4 as Private Client Partnership Director!

James has been the commercial lead on many globally renowned Private Client events and forums  and has over 10 years of experience of curating communities across the full spectrum of the Private Client advisory market.

James’s arrival re-unites him with Laura Golding and along with the ThoughtLeaders4 directors, gives over 30 years’ experience within Private Client, and will add continued impetus to an already rapidly growing community.

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GuideCase Study
TL4 Cross-Over Case Study Overview for Attendees

Case study fact pattern for virtual event - 19th November 2020

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ThoughtLeaders 4 ContentCase Study
TL4 X-Over Case Study

Case study outine for TL4 Virtual Community X-Over on 19 November 2020 is a unique virtual event bringing together HNW Divorce, FIRE and Private Client experts.

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Articles
Cooking up a storm: The Privy Council’s decision in Webb v Webb

This follows our previous piece, Divorced from reality: Pugachev, Webb, and illusory trusts in divorce proceedings, which was published in the August 2020 edition.

On 3 August 2020 the Privy Council handed down its eagerly awaited Webb v Webb ([2020] UKPC 22) judgment in the appeal from the Cook Islands. Its judgment grapples with several important issues, with perhaps the most eye-catching aspect

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

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.

Read Here!

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White Papers
Death & Divorce Full Event Slides

Event slides from Death & Divorce webinar

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Articles
Top 10 Tips for Successful Video Interviews

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.

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

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.

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

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.

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Practical Considerations for Trustees

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

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

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.

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

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.

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Articles
Dealing with the death of a settlor

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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Articles
Private label funds – collective investment vehicles for HNWIs

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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Articles
Relaxing Requirements for Executing a Will during Covid-19

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

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Articles
Abuse of the Interpol system

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.

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WebinarsWhite Papers
Tax for Entertainers & Sports People - Slides

Event slides for Tax for Entertainers & Sports People 

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Articles
Insolvent trusts and trustee duties

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).

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WebinarsWhite Papers
Trusts in Divorce 6th July Event Slides

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

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Community MagazineMain Issue
Private Client Magazine - Issue 1 - NOW AVAILABLE

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.

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Reports
Cases Referred to in Trustees & Divorce Virtual Event

Crib sheet of cases referred to in recent virtual event

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Articles
Coronavirus’ impact on HNWs advice

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.

Read more
Articles
Practical Considerations for Trustees

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.

Read more
Articles
Dealing with the Death of a Settlor

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.

Read more
Articles
Towards a radical overhaul of UK inheritance tax?

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.

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Articles
Ways of Protecting Family Wealth on Divorce

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.

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Articles
Potential Psychology and Emotional Challenges in HNW and UHNW Divorce

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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Contact Us

For any questions relating to Next Gen please contact Paul on +44 (0) 20 3398 8510 or email paul@thoughtleaders4.com