Event Details

ICAEW Midlands: Career journey - Transition to partner | 19 June 2025

No Charge

Available

In Person

Midlands Region

Jun

Thu

09:00

11:30 BST

Schedule Type Title: Weekdays

Schedule Description: Join us for an insightful discussion into the path to partnership from those who have experienced it first-hand.  

Sessions: 1

Session Hours: 2.50

CPD hours: 1.5

Zoom Passcode: eleanor.sainsbury@icaew.com

Wright Hassall
Olympus Avenue Royal Leamington Spa
Warwick, CV34 6BF

Description

Join us for an insightful discussion into the path to partnership from those who have experienced it first-hand.  

Book here

Description
Programme
Speakers
Cost
Disclaimer

Date and time	Location
19/06/2025 09:00 - 11:30	Wright Hassall, Olympus Avenue, Warwick, CV34 6BF

Event Information

This event will take you through the steps involved in developing your career to the ultimate goal of partnership. Join us to hear from partners in aligned sectors, who will share their advice and experience on their own routes to partner and offer best practice for your own potential career journey.

Are you a senior professional looking to transition to a partnership role in the near future, or perhaps you're uncertain about taking that next step? This event will provide you with clarity and confidence to enable you to make an informed decision. You will hear from the experts at Wright Hassall on the legalities, Dafferns on the tax implications, and Handelsbanken on the different options to access finance, plus network with like-minded professionals on a similar journey.

If you have any questions for the panel that you would like to submit in advance – please send them to Eleanor Sainsbury - eleanor.sainsbury@icaew.com

Event enquiries

Should you experience any difficulties booking onto the event, please go to our events support page - how to book. If you need assistance making a booking, please contact the Events Information team who will be happy to support with the online booking process.

Just click contact us.

Your local event organiser will also be able to assist with any last minute questions if you are unable to reach our Events Information team.

Event Organiser - Eleanor Sainsbury

eleanor.sainsbury@icaew.com
telephone number +44 (0)1772 540 511

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Join ICAEW East Midlands here

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Please note that the programme is subject to change

Time	Session
09:00	Arrival registration, networking with refreshments and breakfast items
09:30	Presentations from experts at Wright Hassall on the legalities, Dafferns on the tax implications and Handelsbanken on the different options to access finance
10:30	Panel Q&A
11:00	Networking and refreshments available
11:30	Finish

About the speakers

	Chair Emily Ball-Goldfinch \| Corporate Services Senior Manager & ICAEW East Midlands Chair 2023-25 \| Dafferns Emily is an experienced senior manager within Dafferns’ corporate services team, overseeing a diverse portfolio of corporate, charity and legal clients. With 11 years in the profession, 8 years qualified and over 7 as a manager, she brings extensive knowledge across audit, accountancy and tax, as well as her specialised areas of solicitors regulation authority audits and charity audits, making her a trusted adviser for clients’ compliance and strategic needs. Currently the ICAEW East Midlands Chair (2023-2025), she is dedicated to promoting excellence in the profession and the development of future talent.
	Brian Jukes \| Corporate Tax Partner \| Dafferns With over 22 years at Partner level with Dafferns, combined with 3 years in industry for a large speciality chemicals multinational and 3 years with a Big Four accounting firm, Brian brings an exceptional breadth and depth of expertise to his role as Dafferns’ specialist Corporate Tax Partner. Brian advises a diverse range of clients in navigating the complexities of UK and international tax for both businesses and individuals. His extensive work with owner managed businesses has made him a trusted adviser on critical areas such as business sales and acquisitions, corporate restructuring, succession planning, business valuations, cross-border VAT, profit extraction and corporate tax incentives such as R&D tax credits
	Dani Coe \| Branch Manager \| Handelsbanken Dani has 23 years of banking experience and joined Handelsbanken in 2013 as a Corporate Banking Manager in our Worcester branch. Has a good track record of developing relationships with property investors and trading businesses across a variety of sectors. Was appointed as Branch Manager of our Leamington Spa branch in 2016 and leads an experienced Corporate and Private Banking Team focused on corporate lending, personal mortgages and wealth management. Outside of work Dani enjoys travelling, playing netball and has a passion for community lead fundraising activities - this has lead to her recent appointed as Chair of The Friends of Ferncumbe supporting her son's school in Hatton, Warwickshire.
	Karen Claydon \| Branch Manager \| Handelsbanken Karen has 27 years of banking experience, 18 of which have been with Handelsbanken. Karen has performed a variety of branch based roles within the Bank in different branches. In addition she has spent 3 years working as a credit expert within a regional office based in Birmingham. Appointed as the Branch manager of Chesterfield branch in 2021, Karen is responsible for leading a team of 9 experienced banking professionals, focused on corporate lending and personal mortgages and supporting wealth management for our customers, Karen is married with 2 children which certainly keep her busy. In her spare time Karen enjoys holidays, cooking and spending time outdoors with the children.
	Freya Summers \| Partner \| Wright Hassall Freya is a partner in the Corporate Team at Wright Hassall. She works with a wide variety of business owners, companies and business advising on a range of corporate transactions. This includes share and business sales and acquisitions, joint ventures, investments and reorganisations. She also advises on corporate governance matters such as company constitutional documents, start up arrangements and shareholder documentation. Having qualified in 2021, Freya joined Wright Hassall in 2022 from legal knowledge provider Practical Law where she spent 4 years in their corporate editorial team, having previously spent time at two large national law firms.

Rate	Cost
ICAEW Member	No Charge
Non-Member	No Charge
Retired Member	No Charge
Life Member	No Charge
Affiliate Members	No Charge

Legal Disclaimer

The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

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	Chair Emily Ball-Goldfinch \| Corporate Services Senior Manager & ICAEW East Midlands Chair 2023-25 \| Dafferns Emily is an experienced senior manager within Dafferns’ corporate services team, overseeing a diverse portfolio of corporate, charity and legal clients. With 11 years in the profession, 8 years qualified and over 7 as a manager, she brings extensive knowledge across audit, accountancy and tax, as well as her specialised areas of solicitors regulation authority audits and charity audits, making her a trusted adviser for clients’ compliance and strategic needs. Currently the ICAEW East Midlands Chair (2023-2025), she is dedicated to promoting excellence in the profession and the development of future talent.
	Brian Jukes \| Corporate Tax Partner \| Dafferns With over 22 years at Partner level with Dafferns, combined with 3 years in industry for a large speciality chemicals multinational and 3 years with a Big Four accounting firm, Brian brings an exceptional breadth and depth of expertise to his role as Dafferns’ specialist Corporate Tax Partner. Brian advises a diverse range of clients in navigating the complexities of UK and international tax for both businesses and individuals. His extensive work with owner managed businesses has made him a trusted adviser on critical areas such as business sales and acquisitions, corporate restructuring, succession planning, business valuations, cross-border VAT, profit extraction and corporate tax incentives such as R&D tax credits
	Dani Coe \| Branch Manager \| Handelsbanken Dani has 23 years of banking experience and joined Handelsbanken in 2013 as a Corporate Banking Manager in our Worcester branch. Has a good track record of developing relationships with property investors and trading businesses across a variety of sectors. Was appointed as Branch Manager of our Leamington Spa branch in 2016 and leads an experienced Corporate and Private Banking Team focused on corporate lending, personal mortgages and wealth management. Outside of work Dani enjoys travelling, playing netball and has a passion for community lead fundraising activities - this has lead to her recent appointed as Chair of The Friends of Ferncumbe supporting her son's school in Hatton, Warwickshire.
	Karen Claydon \| Branch Manager \| Handelsbanken Karen has 27 years of banking experience, 18 of which have been with Handelsbanken. Karen has performed a variety of branch based roles within the Bank in different branches. In addition she has spent 3 years working as a credit expert within a regional office based in Birmingham. Appointed as the Branch manager of Chesterfield branch in 2021, Karen is responsible for leading a team of 9 experienced banking professionals, focused on corporate lending and personal mortgages and supporting wealth management for our customers, Karen is married with 2 children which certainly keep her busy. In her spare time Karen enjoys holidays, cooking and spending time outdoors with the children.
	Freya Summers \| Partner \| Wright Hassall Freya is a partner in the Corporate Team at Wright Hassall. She works with a wide variety of business owners, companies and business advising on a range of corporate transactions. This includes share and business sales and acquisitions, joint ventures, investments and reorganisations. She also advises on corporate governance matters such as company constitutional documents, start up arrangements and shareholder documentation. Having qualified in 2021, Freya joined Wright Hassall in 2022 from legal knowledge provider Practical Law where she spent 4 years in their corporate editorial team, having previously spent time at two large national law firms.