
The objective is to bring together up-and-coming practitioners specialising in advising the next generation of HNWS to forge networks, discuss experiences and share knowledge.
- Targeted at Associates & Senior Associates through to Junior Partner and beyond
- Unique members only knowledge and networking
- All aspects of Private Client catered for
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.
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.
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.
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.
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.
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".

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.

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
Harbottle & Lewis
Affinity Private Wealth
Walkers
Summit Trust International
Baker McKenzie

KPMG

Wedlake Bell
Upcoming Events

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.
Find out more
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.
Find out more
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.
Find out more
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.
Find out more
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?
Find out more
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
Find out more
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
Find out more
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
Find out more
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
Find out more
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.
Find out more
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.
Find out more
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?
Find out more
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
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.
Find out more

Latest News

Brazil Again Seeks to Tax Citizens’ Foreign Financial Investments
Read moreA Cautionary Tale of Two Courts: the risks of seeking novel interim relief in the context of contentious trusts
Read moreBored Ape NFT Investors Sue Sotheby’s
A class action lawsuit has been brought in a federal court in California against the auction house Sotheby’s over the auctioning of Bored Ape Yacht Club non-fungible tokens (NFTs).
Read moreDecentralised Autonomous Organisations (DAOs) and Regulation
Syed Rahman outlines the questions that require answers regarding decentralised autonomous organisations.
The metaverse and Web3 have been the buzzwords to drop lately. And decentralised autonomous organisations (DAOs) can be viewed in a similar light.
Yet what needs to be emphasised about DAOs is that they are currently in a legal grey area, as they do not relate to something similar that has previously been defined.
Read moreBreach of Trust, Directors and Corporate Trustees: Multiple Derivative Claims Following McGaughey v Uss
Read morePrivate Client Magazine Issue 11 - Offshore
Welcome to our Private Client Magazine Issue 11 - Offshore Edition. This issue will examine recent legal developments in the Middle East, international transparency, non-dom tax regimes and managing family succession planning abroad.
As always, thank you to all of our contributors for sharing their articles with our Private Client community.
How to get Pupillage
This Friday, on the 5th of May, about 480 of the 3,000 or so aspiring barristers in England and Wales will receive offers for pupillage. With awards of up to £100,000, competition is fierce. The Bar Council’s Pupillage Gateway Report shows that the number of applicants peaked in 2020/21 and it appears to be on the rise again. In 2022/23, there were 2,782 applicants using the Gateway with an average of 11.9 applications per applicant. This gives first timers (on average) a 1 in 10 chance of success.
HM Treasury’s approach to cryptoassets, cooperation with other jurisdictions, and international standard-setting: a (not that brief) summary
In February, HM Treasury published the ‘Future financial services regulatory regime for cryptoassets consultation and call for evidence’ paper. In it are some intriguing indications of how cryptocurrency venues, brokers, and intermediaries are going to be dealt with in the UK. The paper sets out the next (but not final) phase of the government’s approach to regulating cryptoassets.
What is most important to note from the outset is that this paper deals with a very small part of the government’s approach. Nevertheless, an overview offers insight into where we are headed and is useful in understanding the government’s rather weighty regulatory approach, to ascertain what this might mean to banks, businesses, and investors, both in and outside of the UK.
Read moreContentious deceased estates and the value add of the right professional independent administrator
Read moreBreaking Up the Business - “No Dynasty Lasts Beyond the Lifespan of Three Generations”
Read moreElementary, my dear Watson: Royal court of Jersey refuses to allow seizure of judgment debtor’s interests as discretionary beneficiary of three trusts
Read moreWrangling with wasting assets – A new challenge for Cayman Trustees
Read moreA World of Barriers – the Latest on Firewalls in Trust Litigation
Read moreDivorced from reality: Pugachev, Webb, and Illusory trusts in divorce proceedings
Read moreWhen does foreign illegality vitiate the enforcement of a Singapore trust?
Read moreExtraterritoriality in Jersey legislation - An external threat to trusts?
Read morePrivate Client Magazine Issue 10 - Contentious Trusts
Read moreThe Continuing Expanse of Crypto Laws: Service by NFT Airdrop and Constructive Trust Claims Against Crypto Exchanges
Read moreSaving Heritage Assets for the Nation, Whilst Saving Tax - The Taxation of Heritage Assets
Read morePrivate Client Tax Magazine - Tax Special 2023
We are delighted to present the 2023 Private Client Tax Special, where our authors discuss a variety of topical issues including taxation of art and cultural property, clean capital, and other key developments we will see over the coming year.
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.
Read moreSports Stars, Influencers and Entertainers Tax Conference: The Digital Age Write Up
Read morePrivate Client Magazine Issue 9 - Around The World 2022
We are delighted to present the final issue of Private Client Magazine for 2022, where we explore what has been happening around the world during the past year. Our authors cover numerous topics, including technology, ESG investing, post-covid trends, and art finance. Our issue also covers recent developments from the UAE, Singapore, Italy and more.
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.
Read morePrivate Client Summer School: The Ultimate Insider’s Guide 2022 Summary
On 24th August 2022, we welcomed the next generation of Private Client practitioners at Private Client Summer School: The Ultimate Insider's Guide in partnership with ConTrA, located in the beautiful setting of Downing College, Cambridge.
This Summer School Summary rounds up the event, what our delegates learnt, and why it is so important for the next gen to start building their network from an early stage.
Read morePrivate Client Magazine Issue 8 - Next Gen Wealth
We are delighted to present Issue 8 of Private Client Magazine, which discusses all things ‘Next Gen Wealth’. In this bulky edition, our authors cover a range of topics as we approach the anticipated largest inter-generational wealth transfer advisors will have seen. This issue highlights the importance for advisors to adapt, develop, and evolve to accommodate the next generation, and how they are already reshaping the future of their wealth.
Thank you to all our contributors and our community partners for their continued support, we hope you enjoy this abounding issue.
Read moreCrypto Insight 2022
Following the success of our Crypto in Disputes event which took place on the 29th June TL4 are proud to present our Crypto Insights Document 2022. In this new format of curated content, we look to partner with firms to provide in-depth Insights, Reports, Surveys, Journals and more. If you would like to work with us on a future insight or report please do get in touch.
Read moreOpportunities for Legal Technology in the Improvement of Access to Justice and Diversity in the Legal Profession by 2030 - ILBF Essay Competition 2022, Daniel Smithson
Read moreInvestors Turn to Private Assets in Search for Diversification
Read moreLetters of Wishes and Maintaining the Settlor/Trustee Relationship
Read more60 seconds with: Constance McDonnell QC, Serle Court
Read moreCross-Border Incapacity: Dealing With the Lack of Cohesion Between Jurisdictions
Read moreExecutor, Not Arbiter: The Role of the Trustee in a Dispute Between Beneficiaries
Read more60 seconds with: Anita Shah, McDermott Will & Emery
Read morePrivate Client Magazine Issue 7 - Offshore Edition: Topical Tropicals
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.
Read moreThought Leaders 4 Women Who Inspire - IWD 2022 - Bernadette Carey Profile
In this International Women's Month we want to shine a spotlight on a few truly amazing women in our community as they discuss their journey's to leading positions, highlight the challenges they faced in their progression, share their advice with the next generation of female practitioners as well as further action steps to #breakthebias and forge a more inclusive legal world. The Thought Leaders 4 Women Who Inspire features a series of interviews that we will be publishing over the course of the month to celebrate women and champion change.
Read moreThought Leaders 4 Women Who Inspire - IWD 2022 - Sue Nickason Profile
In this International Women's Month we want to shine a spotlight on a few truly amazing women in our community as they discuss their journey's to leading positions, highlight the challenges they faced in their progression, share their advice with the next generation of female practitioners as well as further action steps to #breakthebias and forge a more inclusive legal world. The Thought Leaders 4 Women Who Inspire features a series of interviews that we will be publishing over the course of the month to celebrate women and champion change.
Read moreThought Leaders 4 Women Who Inspire - IWD 2022 - Jennifer Ollerenshaw Profile
In this International Women's Month we want to shine a spotlight on a few truly amazing women in our community as they discuss their journey's to leading positions, highlight the challenges they faced in their progression, share their advice with the next generation of female practitioners as well as further action steps to #breakthebias and forge a more inclusive legal world. The Thought Leaders 4 Women Who Inspire features a series of interviews that we will be publishing over the course of the month to celebrate women and champion change.
Read moreThought Leaders 4 Women Who Inspire - IWD 2022 - Yindi Gesinde Profile
In this International Women's Month we want to shine a spotlight on a few truly amazing women in our community as they discuss their journey's to leading positions, highlight the challenges they faced in their progression, share their advice with the next generation of female practitioners as well as further action steps to #breakthebias and forge a more inclusive legal world. Today we launch our ThoughtLadies that inspire campaign featuring a series of interviews that we will be publishing over the course of the month to celebrate women and champion change.
Read morePrivate 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
Read more60-Seconds With: Jannika Glendon, Associate, Mcdermott Will & Emery
Q) What is your key area of practice?
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.
Read more60-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.
Read more60-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.
Read more60-Seconds With: Tamsin Wooldridge, Solicitor, Shakespeare Martineau
Q) What is your key area of practice?
A) Contentious trusts & probate
Read more60-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.
Read more60-Seconds With: Rosie Taylor, Associate, Womble Bond Dickinson
Q) What is your key area of practice?
A) Trusts and inheritance disputes.
Read more60-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
Read more60-Seconds With: Maria Chami, Associate, Stephenson Harwood
Q) What is your key area of practice?
A) I specialise in contentious trusts and pensions disputes.
Read more60-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.
Read more60-Seconds With: Jessica Clark-Jones, Pupil Barrister, XXIV Old Buildings
Q) What is your key area of practice?
A) Commercial chancery
Read more60-Seconds With: Jerry Jamieson, Associate, Maurice Turnor Gardner
Q) What is your key area of practice?
A) Dispute Resolution – Contentious Trusts and Probate
Read more60-Seconds With: Holly Payling, Associate Director, Buzzacott
Q) What is your key area of practice?
A) Private client tax - dual qualified US/UK
Read more60-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.
Read more60-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.
Read more60-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.
Read moreTL4 & 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.
Read morePrivate 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 moreKnowledge 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.
Read morePrivate 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.
Read morePrivate 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…
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
Read moreWhy 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.
Read moreTrustees 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
Read moreSuccession Planning for Middle Eastern Families: Solutions that are fit for a King
Read moreThe drive for International Transparency: Secrecy is dead and Good Riddance but will Privacy follow?
Read moreLooking 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...
Read moreSuccession 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.
Read moreJames 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.
Read moreTL4 Cross-Over Case Study Overview for Attendees
Case study fact pattern for virtual event - 19th November 2020
Read moreTL4 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.
Read moreCooking 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
Read morePrivate 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 moreTop 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.
Read moreThe 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.
Read moreWhat 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.
Read morePractical 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 moreIt’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.
Read moreUnexpected 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.
Read moreDealing 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 morePrivate 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.
Read moreRelaxing 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
Read moreAbuse 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.
Read moreTax for Entertainers & Sports People - Slides
Event slides for Tax for Entertainers & Sports People
Read moreInsolvent 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).
Read moreTrusts in Divorce 6th July Event Slides
Slides from the Trusts in Divorce event on the 6th July
Read morePrivate 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.
Read moreCases Referred to in Trustees & Divorce Virtual Event
Crib sheet of cases referred to in recent virtual event
Read moreCoronavirus’ 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 morePractical 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 moreDealing 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 moreTowards 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.
Read moreWays 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.
Read morePotential 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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For any questions relating to Next Gen please contact Paul on +44 (0) 20 3398 8510 or email paul@thoughtleaders4.com