Join us as we bring together leaders in the Private Client world for another informative and inspiring morning.

This will be a roundtable discussion to explore and share your professional goals and challenges whilst learning and supporting each-other. These sessions are designed to facilitate meaningful conversations, foster collaboration, and address the most pressing challenges and opportunities for private client advisors.

TIMINGS

08:30 – 09:00 | Registration, coffees and networking breakfast

09:00 – 09:10 | Host Welcome & Introduction

09:15 – 10:00 | TBC

10:00 – 10:25 | Break

10:25 - 11:25 | Roundtable: Navigating TOLATA Claims in Cohabitee Disputes

11:25 – 11:55 | Networking and Close

Roundtable Details:

This will be an in-depth roundtable workshop, presented by our hosts Irwin Mitchell, exploring claims under the Trusts of Land and Appointment of Trustees Act 1996 (TOLATA), with a particular focus on disputes arising from the breakdown of cohabitee relationships.

This focused and practical session brings together legal experts and accredited mediators to examine the legal and emotional complexities of cohabitation-related claims. Through interactive discussions and expert-led insight, we’ll explore:

• The legal framework underpinning TOLATA claims

• Common pitfalls and practical challenges in cohabitee disputes

• Strategic approaches to navigating contested ownership and beneficial interests

• The growing role of mediation in achieving fair, cost-effective, and emotionally balanced outcomes

Attendees will benefit from real-world examples, facilitated discussion, and a collaborative environment that encourages peer exchange. Whether you're a litigator, mediator, or advisor, this session will equip you with the tools, insights, and confidence to better manage these sensitive and increasingly common cases.

Key Takeaways:

• Deeper understanding of TOLATA claims and recent case trends

• Practical guidance for advising clients during relationship breakdowns

• Techniques for using mediation to de-escalate conflict and promote resolution

• Strategies for balancing legal rights with emotional realities

DETAILS

Wednesday 10 September | 08:30 - 12:00

Irwin Mitchell LLP

The Northcliffe, 28 Tudor Street, Temple, London EC4Y 0AY

INVITE ONLY

Expert Members | FREE

Prospective Members | £150