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