Scottish Referrals CPD – 10 top tips for Private Client lawyers

10 top tips for Private Client lawyers

In this informative session, our partner and private client expert, David Campbell, will be joined by chartered financial planner, Benjamin Mitchell.

The duo will cover:

• IHT myths
• Care home myths
• The family home
• Deeds of Variation
• Regulatory permissions – when a financial adviser is required
• The value of financial advice
• Planning areas for your clients – retirement, IHT and care home funding

Meet our speakers

David Campbell

Partner | Private Client Services Team 

A partner in our private client services team, David is involved in all aspects of private client work, from inheritance tax and capital gains tax planning to preparation of wills and powers of attorney. He also has many years’ experience of dealing with law and the elderly. David advises on the use of trusts and has a special interest in personal injury trusts. He regularly provides reports to personal injury lawyers on the cost of management of personal injury compensation awards.

Benjamin Mitchell 

Chartered Financial Planner | Asset Management Team 

Benjamin is a Chartered Financial Planner, providing holistic financial planning advice to clients, including Tax Planning, Pensions and Retirement Planning, Inheritance Tax Planning and advice on Financial Protection.

He takes pride in giving understandable, jargon-free, financial advice to clients and enjoys working closely with them to better understand their financial and life goals.

Benjamin holds the Advanced Diploma in Financial Planning from the Chartered Institute of Insurers (CII) and the Investment Management Certificate (IMC) from the CFA society of the UK.

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