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Home to all private client advisers. From Independent Financial Advisers to Family Solicitors, form Tax Advisers to Investment Managers and much more.
Our host Charlie Chami to brings together a fascinating range of professionals, so we can share experiences, provide a better service to our clients and grow our businesses.
This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.
25 Episodes
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Summary In this episode of the Private Client Podcast, host Charlie Chami speaks with Rebecca Purchase, a partner in the Private Client team at RWK Goodman. They discuss Rebecca's journey into law, her experiences during her legal practice course and training contract, and the importance of private client work. The conversation also covers key topics such as inheritance tax, estate planning, lasting powers of attorney, and the significance of collaboration between solicitors and financial ad...
In this episode of the Private Client Podcast, host Charlie Chami speaks with Scott Clay, Director of Together Premier, about the cultural perceptions of sales, the importance of a client-centric approach, and the unique challenges faced by high net worth individuals in securing financing. They discuss the role of specialist lenders, the urgency in property transactions, and the significance of maintaining strong relationships with clients and other professionals. Scott shares insights from h...
In this episode we sit down with Tamara Hasson, Partner at Stephens Scown, who specialises in both contentious and non-contentious probate. Tamara shares her expertise on key aspects of her role, and career progression in law. What We Cover: 🔹 What happens to client assets after death—and what if someone isn't happy? 🔹 The role of a trustee and their personal liability. 🔹 Why building a "super squad" of private client advisers benefits clients. 🔹 The importance of asking difficult but necessa...
Our host Charlie Chami talks to Sabita Ravi, Philanthropy Manager at Quartet Community Foundation. They discuss a wide range of topics from moving from Delhi to the UK to the challenge of working with people experiencing homelessness. They delve into what a community foundation is and how they can help individuals set up charitable foundations in their own name, directing money to the causes that matter to them. Finally, they discuss why individuals should consider donating to a charity or se...
In this episode we talk to Ben Staniforth, Managing Director at Close Brothers Asset Management. Ben shares his personal experience of working in financial services, recruiting and managing a team of Financial Planners. We also talk about the increase in standards in the profession and why communication skills are more important than maths in Financial Planning. Finally, the importance of working with other private client professionals to get the best outcomes for clients. Ben Staniforth http...
In this episode Charlie Chami talks to Private Client Network co-founder Simon Tutton. We talk about the start of Simon’s career from working with an MEP, helping to set up a community foundation, through financial advice and eventually venture capital. How does venture capital work, what kinds of companies are looking for money and where does that money come from. We discuss the attractive tax incentives on offer by investing in these types of schemes and the risk of permanent investment los...
In this episode Charlie Chami talks to Emily Roskilly, Partner and Co-Founder of Roskilly & Mills LLP. They discuss why Emily went into law and how she secured a sought after training contract at VWV. Emily talks about how she knew she wanted to be a litigator and why she specialised in contentious probate and advising unmarried couples. How covid lockdown provided the impetus to set up her own law firm and how she teamed up with her co-founder Lucia Mills. We end with the steps nee...
In this episode Charlie dives into family law with Tara Connor-McLaren, Partner in the family law team at Thrings Solicitors. They discuss, why Tara was attracted to Law, family law in particular and how working as a Paralegal helped in becoming a Solicitor. We go into the specifics of what family lawyers do, the increasing incidence of unmarried couples separating and the difference on separation of married and unmarried couples. We talk about why family law is moving towards non dispute res...
Today we speak to Ian Richards, Chartered Financial Planner and Founder of Work to Live Financial Planning. We discuss how Ian found his way into Financial Planning, why financial planning is the best job in the world and how the profession is leading the way in customer service. We also discuss how Ian set up his own financial planning firm and started to pick up his first clients. Finally, we discuss the use of social media and why coaching is the next evolution in Financial Planning. Ian R...
In this episode we talk to Darren Kidd, Partner in the Financial Services disputes team at law firm Clarke Willmott. We discuss what’s involved in Financial Services disputes, who is disputing what and with whom. We look at Tax Efficient Investing, the importance of documented due diligence and the roles of the Financial Ombudsman Service and the courts in resolving disputes. Finally, we talk about client acquisition and working with Financial Advisers and other private client professionals. ...
In this episode Charlie Chami is joined by Amy Buckley Partner and Head of Tax for Central & West at Azets. They discuss the joy of dealing with individuals and helping them meet their goals as well as life events, gifting to children or selling a business. They also discuss working with other professionals such as Financial Advisers and Private Client Solicitor, Business Relief and how to ensure it doesn’t fall foul of inheritance tax rules. Amy Buckley https://www.linkedin....
In this episode we talk to David Opie, Managing Director of Today’s Media. David shares his personal experiences of buying and running his own firm. How Todays Media bridges the gap between the regulated and unregulated parts of the legal sector through their media output (Today's Wills & Probate, Today's Family Lawyer and Today's Conveyancer) as well as their high-profile awards ceremonies. Finally David talks about his plans for the future of Today’s Media. David Opie https://www.linked...
Our host Charlie Chami discusses all thing contentious probate, (inheritors trying to increase their share of an inheritance) with Sarah Bolt, Senior Associate at Irwin Mitchell. They discuss how huge increases in property values and the rise of the ‘blended family’ have increased the number of probate cases being challenged. They also discuss Sarah landing on a very high-profile probate case representing the executors of the Jimmy Savile estate. To finish, they discuss the challenges of gett...
Charlie Chami speaks to Chartered Arts & Antiques Surveyor, Toby Pinn. Toby discusses his early aspirations to join the Tour De France, exploring peoples lives through their possessions and building trusted relationships with solicitors to help with probate valuations. Toby Pinn https://www.linkedin.com/in/toby-pinn-mrics-9862b229/ https://www.tobypinn.co.uk/ Private Client Network https://www.privateclientnetwork.co.uk/ https://www.linkedin.com/company/private-client-network/ https:/...
In this in-depth conversation, Alison Hawes (Consultant at Burges Salmon) talks about her fascinating career across three, top 50 law firms. Building a family team from scratch, choosing and curating her specialisms and progressing her career by building her professional network. https://www.linkedin.com/in/alisonhawes/ Private Client Network https://www.privateclientnetwork.co.uk/ https://www.linkedin.com/company/private-client-network/ https://www.instagram.com/private_client_network/ ...
Something different in this episode, our host Charlie Chami is joined by a fantastic panel of professionals to discuss what we might get from the new Labour government and anything we have on our Wishlist. Thanks to our guests Heledd Wyn, Partner at Shakespear Martineau, Anton Lane, Managing Director at Edge Tax Professional Services and Simon Tutton, Partner at Waterspring Ventures. Heledd Wyn https://www.linkedin.com/in/heleddwyn/ Anton Lane https://www.linkedin.com/in/a...
Our host Charlie Chami quizzes Michael Holder (Senior Investment Manager at JM Finn), on his career history, how he got into investment management, started acquiring clients and dealing with private individuals. They then go into specifics about the importance of working with solicitors, care home fees and everyone’s favorite subject, taxes. Guest: Michael Holder https://www.linkedin.com/in/michael-holder-a310bb39/ Firm: JM Finn (Discretionary Fund Manager) https://www.jmfinn.com/our-...
From being chased out of a client home by bulldogs to appraising high value European Villas. Richard Moxon tells us about his career in insurance, working in larger institutions such as Zurich and March to being Private Client Director at the specialist broker Hayes Parsons. https://www.linkedin.com/in/richard-moxon-94260325/ Private Client Network https://www.privateclientnetwork.co.uk/ https://www.linkedin.com/company/private-client-network/ https://www.instagram.com/private_client...
Our host Charlie Chami talks in depth with Kim Sare about her career, from being the youngest Chartered Financial Planner in Wales, to setting up a successful outsourced paraplanning business and finally realising her ambition to run her own Chartered Financial Planning firm. https://www.linkedin.com/in/kimsare/ Private Client Network https://www.privateclientnetwork.co.uk/ https://www.linkedin.com/company/private-client-network/ https://www.instagram.com/private_client_network/ htt...
Our host Charlie Chami has a fascinating conversation with Heledd Wyn a Partner in the Private Client team at Shakespeare Martineau. They cover Heledd’s entry into the world of law, her initial trepidation and why she specialized in private client work. From how trusts were created during the crusades, how to mitigate inheritance tax, ending with becoming a Partner and advice for the younger generation of solicitors wanting to reach the top of their firms. https://www.linkedin.com/in/heleddwy...
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