In partnership with Mazars and Clarke Willmott, this online seminar will deliver valuable practical guidance on how you and your clients can arrange matters to ensure wealth is properly managed and transferred to the next generation in the most efficient way possible. Book your place today to receive the support you need to help you plan ahead.
Topics covered include:
When you book your place you will be eligible for a free, no obligation consultation with Mazars Financial Planning and Clarke Willmott LLP.
We want to provide the best experience for our valued members. As we are still having issues with our payment system, we would like to offer you this workshop free of charge on this occasion.
Should you experience any difficulties booking onto the event, please go to our events support page - how to book.
The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.
Rebecca Clarke, Senior Associate, Clarke Willmott LLPRebecca is an experienced solicitor dealing with all aspects of private client work from capital taxes planning and Court of Protection work, to advising private family charitable trusts to dealing with contested probate cases. She has particular interest in complex, high value and cross border estate administration where her efficiency and experience is of particular value to clients.
Paul Davies, Partner, Clarke Willmott LLPPaul leads the private capital team in the Manchester office of Clarke Willmott. He has been assisting wealthy individuals, trustees, and executors, with all manner of legal and tax issues for 20 years. Although he deals with all aspects of private client work, he has particular specialisms in estate planning, inheritance tax mitigation, and the use of onshore and offshore trusts, and other asset holding vehicles. He is regularly appointed as an independent professional executor and trustee by his clients.
James Robinson, Chartered Financial Planner, Mazars Financial Planning LtdJames is a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute. His focus is building lasting relationships with clients, developing holistic plans to suit the varying needs of business owners and private individuals. His achievements have been recognised by Citywire Magazine five years in a row, being named in the ‘Top 35 Next Generation Advisers’ 2017-2021. He was also runner up in the FT’s UK-wide Money Management Award for Multi-Asset Planner of the Year 2018.
Laura Thursfield, Chartered Financial Planner, Mazars Financial Planning LtdLaura is an FCA-authorised Independent Financial Adviser at Mazars LLP. Laura is responsible for leading the Birmingham Financial Planning team and for a wide range of Midlands-based clients. She has experience advising a wide range of private clients, from senior partners, directors and business owners through to independently wealthy individuals. In recognition of this, Laura was named Rising Star in the Women In Financial Advice Awards 2018 and has appeared in New Model Adviser’s ’35 Under 35’ Advisers in 2018 and 2019.
Clarke Willmott LLPWith seven offices throughout England and Wales, Clarke Willmott is a national law firm with a local presence. We provide our clients with a winning combination of high quality national expertise and in-depth regional knowledge. We have more than 650 staff, including over 100 partners, with a broad range of specialisms. This ensures that however complex your case, or whichever office you are working with, there will always be a skilled, appropriately qualified professional on hand to provide you with the legal advice you need.
MazarsMazars is an international accounting and advisory partnership with offices in 73 countries around the world and 14,000 professional staff globally. Within the UK Mazars LLP are ranked 8th by audit fee income. The Mazars Private Client team offers a full range of services to families, business owners, trustees, entrepreneurs, high net worth individuals and non-UK domiciliaries. The team blends skills from across our financial and tax planning professionals, into an integrated, client focused offering. As a result, we have a wealth of experience dealing with, personal tax, wealth management and pension issues.
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