TL4 Private Client – Contentious Trusts 2024: The 3rd Annual Summit

July 4, 2024, 9:00 am to 5:30 pm

New Square Chambers are pleased to announce our involvement in the upcoming ThoughtLeaders4 Private Client event, ‘Contentious Trusts 2024 Annual Summit’, scheduled for Thursday 4 July. This marks its 3rd edition, bringing together specialists in private client, divorce, and insolvency to address trusts facing challenges across key jurisdictions.

Delegates who are seeking to broaden their knowledge of how contentious trusts can have an impact on other legal sectors, from family and divorce to fraud and insolvency, will benefit greatly from this event agenda.

Make connections, network with and learn from a diverse delegation to ensure you are up to speed on all relevant topics both central to private client law and those on the periphery.

Book by Friday 10 May and Save £400.

Further info


9:00 – Registration

9:30 – Chair’s Opening Remarks

Charlotte Fraser – Partner – Farrer & Co
James Sheedy – Partner – Collas Crill

9:40 – Understanding How Divorce is Used to Attack Trusts

  • Recent approaches from the family court
  • FDR hearing involving trustees
  • Nuptial settlements – what they are and how they are proven
  • How and when trusts are brought into divorce

Graeme Kleiner – Partner – Charles Russell Speechlys
Alex Carruthers – Partner – Hughes Fowler Carruthers
Millie Benson – Barrister – 1KBW
Clementine Dowley – Senior Associate – Payne Hicks Beach

10:20 – Exploring the Key Implications of Capacity for Contentious Trusts

  • How litigation happens in the court of protection
  • Handling cases with an international aspect
  • Capacity loss and attacks pre and postmortem
  • Capacity cases with an international aspect

Jonathan Arr – Partner – Macfarlanes
Laura Phillips – Legal Director – Kingsley Napley
Gemma Willingham – Partner – Baker McKenzie
Dr. James Warner – Consultant Psychiatrist – Halcyon Doctors

11:00 – Refreshment break

11:20 – Highlighting Contentious Tax Issues in a Trust Context

  • International tax planning
  • Managing investigations from HMRC and the DOJ
  • Commonly encountered contentious tax issues
  • Tax mistakes that leave trusts vulnerable to tax authority attacks

Kelly Watson – Client Services Director – Accuro
Waqar Shah – Partner – Kingsley Napley
Giles Goodfellow KC – Barrister – Pump Court Tax Chambers

12:00 – Managing Trusts in Proceeds of Crime

  • The use of offshore structures in illegality and criminality
  • No consent regimes
  • Confiscation of assets

Claire-Marie Cornford – Partner – Irwin Mitchell
Andreas Kistler – Partner – Carey Olsen (Jersey)
Johanna Walsh – Partner – Mishcon de Reya

12:40 – Insights into Trust Arbitration as a Dispute Resolution Method

  • First appeal in trust arbitration
  • Impact of the Volpi Judgment
  • Arbitrating international trust disputes

Emma Jordan – Partner – Taylor Wessing
Andrew Holden – Barrister – XXIV Old Buildings
Josh Lewison – Barrister – Radcliffe Chambers
Christian Hay – Managing Partner – Collas Crill

13:20 – Networking & Lunch Break

14:10 – Roundtable Discussions: Key Jurisdictional Considerations
During this interactive element of the agenda, delegates will break out into 2 groups to discuss the following topics.

Delegates who attend ‘Session 1’ at 2.20pm will attend ‘Session 2’ at 3pm. 

Delegates who attend ‘Session 2’ at 2.20pm will attend ‘Session 1’ at 3pm.

Session 1: Offshore Issues

  • What UK practitioners need to know about different jurisdictions
  • Firewalls and enforcement on a trust structure

Katie Hooper – Partner – Mourant

Session 2: Chancery Issues

  • What offshore practitioners need to know about UK law
  • Considerations when moving from an offshore jurisdiction to London

3.00pm – Roundtable Discussions: Key Jurisdictional Considerations (Repeated)

3.40pm – Networking and Refreshment Break

4.00pm – Examining Estate Pitfalls that can Lead to Attacks

  • Contentious probate and undue influence
  • What happens to proceedings after death
  • Claims that survive death and who can bring them
  • When can a trust be considered a will

Nicholas Holland – Partner – McDermott, Will & Emery
Hannah Mantle – Partner – Forsters LLP
Rupert Ticehurst – Head of Dispute Resolution – Maurice Turnor Gardner
Paul Buckle – Director – Ocorian
Constance McDonnell KC – Barrister – Serle Court

4.40pm – Discussing the Circumstances Protective Trusts Become Contentious

  • How and when protective powers can lead to a trust becoming contentious
  • What to consider when appointing a protector
  • Removal applications and strategies for removal
  • Managing disgruntled beneficiaries

Natasha Stourton – Partner – Withers
Alexander Learmonth KC – Barrister – New Square Chambers
Tom Deely – Senior Associate – Howard Kennedy LLP
Nicola Bushby – Partner – Boodle Hatfield

5.20pm – Chair’s Closing Remarks and End of Conference
Charlotte Fraser – Partner – Farrer & Co
James Sheedy – Partner – Collas Crill

Join our events mailing list

Express your interest in New Square Chambers events and we will add you to our mailing list.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Share this with your network