About the speakers

Matthew Barnett, Partner, Private Client, Edwin Coe LLP
Matthew acts for high-net-worth individuals on a wide range of estate and succession planning issues. He has extensive experience in advising high-net-worth clients on lifetime gifting and on the use of wills and trusts for the protection of wealth for future generations. He regularly advises trustees on their duties, responsibilities and specific aspects of tax and trust planning. Matthew also advises business owners and entrepreneurs on business succession planning. Matthew has vast experience in probate and estate administration and has dealt with many high value, complex and multi-jurisdictional estates throughout his career. He often advises beneficiaries of estates on succession planning involving post-death variations. Matthew also has particular experience in advising clients on mental capacity issues such as Lasting Powers of Attorney and Deputyship applications to the Court of Protection.

Jessica Brittain, Associate, Private Client, Edwin Coe LLP
Jessica joined Edwin Coe in September 2018 and completed seats in the Litigation & Dispute Resolution, Private Client, Intellectual Property and Insurance Litigation teams. She qualified as an Associate into the Private Client team in September 2020. Jessica graduated with an LLB from the University of Birmingham and completed her LPC at the University of Law, receiving a Distinction.

Anna Ridley, Associate, Private Client, Edwin Coe LLP
Anna joined the Private Client team in September 2019 from Withers LLP. Anna advises UK and international individuals, families and trustees on a wide range of matters including wills, trusts, tax, estate and succession planning and Lasting Powers of Attorney.

Anna graduated from the University of Sheffield with a degree in Law with French and qualified as a solicitor in 2017.

Olivia Bucher, Financial Planner, Mazars Financial Planning Ltd
Olivia joined Mazars in 2019 as a Financial Planners in the Sutton office where she looks after private clients and owner-managed businesses in in the areas of pension and retirement planning, investment planning, protection and tax planning strategies. She holds the Investment Advice Diploma and Chartered member status with the CISI. She is also currently working towards achieving Chartered Financial Planner status with the CII. Olivia enjoys taking time to understand her clients and what’s important to them and providing quality advice to help them build, grow and preserve their wealth, leading to long-standing relationships. A personal highlight for Olivia was being a Finalist at the Women in Investment Awards 2017 in the Change Excellence category by the Investment Week magazine, as well as being a Finalist for this years’ Women in Financial Advice Awards 2020 for the South East.

James Robinson, Chartered Financial Planner, Mazars Financial Planning Ltd
James is a Chartered Financial Planner, with the Advanced Diploma in Financial Planning. His achievements have been recognised by Citywire Magazine two years in a row, being named one of the ‘Top 35 Next Generation Advisers’ 2017 and 2018. He was also runner up in the FT’s Money Management Award for Multi-Asset Planner of the year 2018. James’s focus is building lasting relationships with clients, piecing together previously disparate circumstances to maximise family wealth and meet clients’ objectives. His areas of expertise include planning for retirement, estate planning, tax planning and investment allocation. This includes working with business owners, as James is a member of the Entrepreneurial Business team at Mazars LLP.

In partnership with

Edwin Coe is a full-service law firm that provides clients with tailored and integrated legal services across a wide range of practice areas. We combine a highly personal and responsive service with industry-leading expertise.

Mazars is an internationally integrated partnership, specialising in audit, accountancy, advisory, tax and legal services*. Operating in over 90 countries and territories around the world, we draw on the expertise of 40,400 professionals – 24,400 in Mazars’ integrated partnership and 16,000 via the Mazars North America Alliance – to assist clients of all sizes at every stage in their development.
*where permitted under applicable country.