One Day Money Conference

Transcription

One Day Money Conference
One Day Money
Conference
Thursday, 16th October 2014
This conference provides a selection
of hot-topic updates and practical hints
and tips for the family finance
practitioner. Sessions include:



Sir Paul Coleridge’s review of options
for alternative dispute resolution
An IFA’s advice on realising
mortgage capacity and clients’
realistic investment
options
St John’s Chambers
Family Finance Team’s
reviews of the latest
developments in the
law and practice of
financial remedies
2.00 pm - 5.15 pm
10.25King,
am - 4.15
pmStreet West, Bath
Withy
James
M-Shed, Princes Wharf, Wapping Rd, Bristol
Cost
CPD
Accreditation
£100 + VAT
5 hours
BSB and SRA
One Day Money Conference - 16th October 2014
Programme
10.00 - 10.25 am
Registration and breakfast
10.25 - 10.30 am
Introduction by Chair
Christopher Sharp QC, St John’s Chambers
10.30 - 11.15 am
ADR, FDR, Mediation, Medi-Arb or pistols at dawn ...you pays
your money and you takes your choice
Mr Justice Coleridge
11.15 - 12.00 pm
An update of cases on capital (lump sums and property)
Christopher Sharp QC, St John’s Chambers
Christopher will review the developing attitudes of the courts to the
characterisation, treatment and division of capital (and the interaction with
income provision) as revealed in decisions over the last year (or so).
12.00 - 12.15 pm
Refreshments
12.15 - 1.00 pm
Orders for periodical payments and Legal Services Orders: an
update
Andrew Commins, Barrister, St John’s Chambers
Andrew will provide an update on the developing jurisdiction of legal services
orders post-LASPO and review the recent case law relating to the payment and
capitalisation of orders for periodical payments.
1.00 - 1.45 pm
Lunch
1.45 - 2.45 pm
Joinder, multiple lump sums/lump sums by instalments and
common drafting mistakes in orders
Nick Miller, Barrister, St John’s Chambers
2.45 - 3.15 pm
Mortgage borrowing and asset investment – the reality
David Birkett BSc DipFA, Partner, Crystal Wealth Management
3.15 - 3.30 pm
Refreshments
3.30 - 4.15 pm
Trusts and intervenors in financial remedies cases
Zoe Saunders, Barrister, St John’s Chambers
Zoe will look at trusts in financial remedies post-Petrodel and top tips for dealing
with intervenors, procedures and precedents.
4.15 pm
Close for questions and answers
One Day Money Conference - 16th October 2014
Your presenters
Christopher Sharp QC,
Call 1975, QC 1999
St John’s Chambers
Christopher is acknowledged by
Chambers UK as one of only 4
star Silks in Family Law in the
country and the only one
outside London, and he is in
constant demand. He is widely
known for his expertise in high-value financial
remedy, ToLATA and Schedule 1 cases, including
those with a foreign element, many of which are
dealt with by way of negotiated settlements. His
experience in personal injury work also translates to
cases involving catastrophic injury to one partner
where financial complexities in subsequent divorce
proceedings surround the damages awarded. He
regularly appears in the appellate courts. He sits as a
Recorder and Deputy High Court Judge.
Nick Miller, Call 1994
St John’s Chambers
Nick has specialised
exclusively in ancillary relief
for over 20 years. Prior to
joining the Bar in 1994, Nick
was a Solicitor and a partner
in a Bristol firm. He was a
founder member of the SFLA (now Resolution) and
secretary of the Bristol SFLA for ten years . Nick is
described by Chambers UK as having a great deal of
experience in complex matrimonial finance matters.
“He is extremely reassuring with clients but
absolutely formidable in cross-examination.”
Zoe Saunders, Call 2003
St John’s Chambers
Zoë has a particular
interest in ToLATA
disputes and is often asked
to advise both in writing
and in conference as well
as acting in disputed cases
in the High Court, County Court and before the
land registry adjudicator. Zoë has particular
expertise in cases involving ToLATA and
applications under Schedule 1 of the Children
Act 1989. Zoë also has experience of contested
probate and inheritance issues in which her
experience in applications for financial remedies on
divorce is often extremely valuable. Zoë has expertise
in cases involving multiple properties, trusts, complex
pensions and insolvency as well as both big and
small money cases and the particular challenges
presented by each. Zoë has also been asked to advise
in relation to professional negligence issues arising
from financial remedy proceedings.
Andrew Commins, Call 2004
St John’s Chambers
Andrew specialises in all
matters of family finance
including financial remedies on
divorce or the dissolution of
civil partnerships, cohabitation
disputes, Schedule 1
applications and related professional negligence
claims. Andrew is also a qualified mediator (Family
Mediators Association). Andrew has experience of
cases involving farming partnerships, trusts,
bankruptcy, companies, nuptial agreements,
inherited wealth, allegations of conduct and
disabilities. “Andrew is admired for his polished
advocacy skills, technical ability and brilliant
attention to detail.” Chambers UK, Family (2014)
David Birkett BSc DipFA, Partner,
Crystal Wealth Management LLP
David has worked in Financial
Services for over 26 years. Prior to
becoming independent in 1998 he
worked in direct sales for a variety
of life offices. David co-founded
Crystal Wealth Management in
2003, the firm is based in Portland Square, Bristol
and also has an office in Yate. They have personal
and corporate clients throughout the region and
internationally. David works closely with his clients,
both private and business directly, and in
conjunction with accountants & solicitors,
developing solutions for their needs in protection,
retirement and investment planning. A long term
relationship builds which is reviewed on a regular
basis to take account of the inevitable changes in
legislation and client circumstances. Particular areas
of expertise include pensions, investments, income
generation and ‘at retirement’ planning.
One Day Money Conference - 16th October 2014
Booking Information
Booking information
Please be advised that places are limited so please book early to guarantee a place.
Cost
Delegate fee: £100 + VAT
The fee for this seminar includes the full conference pack and refreshments.
Booking Form
Please complete the booking form and either:
Email us at [email protected]
Fax your completed booking form to us on 0117 929 4821
Post your completed registration form to: Sarah Tune, Marketing Manager, St John’s Chambers,
101 Victoria Street, Bristol BS1 6PU.
Please send a cheque payable to St John’s Chambers.
Terms and Conditions
Payment: All invoices for this seminar must be paid within 30 days of the invoice date.
Cancellation: Any cancellations received with less than 48 hours’ notice will not be entitled to a
refund. This is to cover catering and administrative costs related to the seminar.
Confirmation of registration: If you have not received confirmation of your registration one week
before the conference, please telephone 0117 923 4710 to confirm that your registration form has
been received.
Substitute delegates: Substitute delegates will be accepted at any time – please telephone
0117 923 4710 to let us know the name of the substitute.
If you have any enquiries, please call Rose Kemery on 0117 923 4683
or email [email protected].
One
Day
Money Conference
20142012
Local
Government
Law -- 16th
4th October
December
Booking
Booking Form
Form
Please complete the form in BLOCK CAPITALS and send to
[email protected] or fax to 0117 929 4821
First Delegate Name:
Firm:
Postal Address/DX:
E-mail:
Tel No:
Special/dietary requirements:
* Do you wish to receive future
seminar updates?
Yes No  Please invoice  or I enclose a cheque  for £ _______________
made payable to: St John’s Chambers
Second Delegate Name:
Firm:
Postal Address/DX:
E-mail:
Tel No:
Special/dietary requirements:
* Do you wish to receive future
seminar updates?
Yes No  Please invoice  or I enclose a cheque  for £ _______________
made payable to: St John’s Chambers
Once payment has been received you will receive a booking
confirmation via e-mail.
* We will not pass your details to any 3rd party. St John’s Chambers Family Practice Group
look forward to welcoming you to our
conference.
St John’s Chambers
101 Victoria Street
Bristol
BS1 6PU
DX 743350 Bristol 36
0117 923 4700 TELEPHONE
0117 929 4821 FAX
[email protected]
www.stjohnschambers.co.uk