10 top tips for Private Client lawyers
The duo will cover:
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.
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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