Join ICAEW and Mazars for this personal financial planning webinar with a specific focus on Inheritance Tax as we look at the liability and implications for you, whether relevant now or in the future.
Inheritance Tax is a complex subject and relevant to anyone when considering their financial plan either for now or in the future. During this webinar Mazars will cover the following:-
After this session we will provide details of how to access Mazars’ offer of a no cost no obligation meeting when you can discuss questions, queries, client issues or even to build a basic financial plan of ‘where you are now’.
Contact: Kim Shield
Lorraine Olley Mazars LLPIn 2008, Lorraine merged her own successful financial planning company with Mazars Financial Planning and became a partner within Mazars LLP. As a Certified Financial Planner with a BA in Economics, her expertise lies in the area of complex financial planning including investment advice, pension and tax arrangements, wealth management and inheritance tax advice for individuals and their families. Lorraine also provides strategic and business financial planning advice to companies and professionals including pension schemes, due diligence and tax solutions.
Ross Lambert Mazars LLPRoss joined Mazars in September 2010 and is a Director and Chartered Financial Planner at Mazars Financial Planning providing independent, whole of market, Financial Planning advice. Ross focuses on delivering comprehensive and holistic financial planning advice to his clients. He has a firm belief that all individuals should have a financial plan, focusing not only on what they have, but more importantly what they want to achieve. He is very focused on making sure clients understand how their assets will benefit them.
Paul Barham Mazars LLPPaul joined Mazars in 2001 and is a Tax Partner in the London office. Paul specialises in advising on all aspects of tax planning for individuals and families. His portfolio of clients includes high net worth individuals, serial entrepreneurs and trusts and estates. He has extensive experience of dealing with non-UK domiciled people and offshore trust matters for clients and sits on the Firm’s International Private Client Tax Steering Committee. Paul is a full member of the prestigious Society of Trust and Estate Practitioners (STEP)
Kathryn Thornewill – Franklins LLPKathryn Thornewill is an Associate Partner within our Private Client department at Franklins Solicitors LLP and specialises in all areas of Private Client law. Kathryn qualified as a Solicitor in 2013 and joined Franklins in the same year. She became Franklins' youngest Associate Partner in April 2017 after building an extensive network of clients and contacts. The clients Kathryn works for vary from business owners seeking advice regarding Estate planning and dealing with shareholdings in a tax efficient manner upon their deaths, to families preparing Wills to provide for loved ones. Kathryn is a full member of the prestigious Society of Trust and Estate Practitioners (STEP) and is a Dementia Friend.
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