The Private Client Podcast

Send us Fan Mail In this episode, Laura Davidson shares her journey into the insurance industry, the evolution of private client insurance, and the importance of relationships and expertise in providing tailored insurance solutions. Discover insights into high net worth insurance, claims management, and how regulation has shaped the industry. Key Topics · Laura Davidson's career path in insurance · Growth of private client insurance as a spe...

Send us Fan Mail In this episode of the Private Client Podcast, Charlie Chami speaks with Stewart Campbell, Private Client Solicitor at JMW Solicitors and host of the Manchester Private Client Network events. Stewart shares his journey into law, from studying law at university and working in personal injury and business crime, to qualifying as a solicitor and building a career in private wealth and estate planning. The conversation explores the realities of entering the legal profession, the ...

Send us Fan Mail Unlock the secret to transforming law firm partners (or aspiring partners) and private client professionals into confident business developers — without feeling salesy or awkward. Leah Burrows, founder of BD Partner, reveals the mindset shift that can turn BD from a dreaded task into a natural part of your professional life. She shares how lawyers and other professionals can rebrand sales as giving, focus on relationship-building, and leverage simple tools like LinkedIn...

Send us Fan Mail Summary In this episode of the Private Client Podcast, host Charlie Chami speaks with Rebecca Purchase, a partner in the Private Client team at RWK Goodman. They discuss Rebecca's journey into law, her experiences during her legal practice course and training contract, and the importance of private client work. The conversation also covers key topics such as inheritance tax, estate planning, lasting powers of attorney, and the significance of collaboration between solicitors...

Send us Fan Mail In this episode of the Private Client Podcast, host Charlie Chami speaks with Scott Clay, Director of Together Premier, about the cultural perceptions of sales, the importance of a client-centric approach, and the unique challenges faced by high net worth individuals in securing financing. They discuss the role of specialist lenders, the urgency in property transactions, and the significance of maintaining strong relationships with clients and other professionals. Scott share...

Send us Fan Mail In this episode of the Private Client podcast, Charlie Chami speaks with Oliver Brown, lead fund manager of IFSL RC Brown UK Primary Opportunities fund and head of AIM and Inheritance Tax Services at RC Brown Investment Management. They discuss Oliver's career journey from accounting to investment management, the current state of the UK stock market, and the implications of recent changes in inheritance tax laws. The conversation also highlights the importance of entrepreneur...

Send us Fan Mail In this episode we sit down with Tamara Hasson, Partner at Stephens Scown, who specialises in both contentious and non-contentious probate. Tamara shares her expertise on key aspects of her role, and career progression in law. What We Cover: 🔹 What happens to client assets after death—and what if someone isn't happy? 🔹 The role of a trustee and their personal liability. 🔹 Why building a "super squad" of private client advisers benefits clients. 🔹 The importance of asking diff...

Send us Fan Mail Our host Charlie Chami talks to Sabita Ravi, Philanthropy Manager at Quartet Community Foundation. They discuss a wide range of topics from moving from Delhi to the UK to the challenge of working with people experiencing homelessness. They delve into what a community foundation is and how they can help individuals set up charitable foundations in their own name, directing money to the causes that matter to them. Finally, they discuss why individuals should consider donating t...

Send us Fan Mail In this episode we talk to Ben Staniforth, Managing Director at Close Brothers Asset Management. Ben shares his personal experience of working in financial services, recruiting and managing a team of Financial Planners. We also talk about the increase in standards in the profession and why communication skills are more important than maths in Financial Planning. Finally, the importance of working with other private client professionals to get the best outcomes for clients. Be...

Send us Fan Mail In this episode Charlie Chami talks to Private Client Network co-founder Simon Tutton. We talk about the start of Simon’s career from working with an MEP, helping to set up a community foundation, through financial advice and eventually venture capital. How does venture capital work, what kinds of companies are looking for money and where does that money come from. We discuss the attractive tax incentives on offer by investing in these types of schemes and the risk of permane...

Send us Fan Mail In this episode Charlie Chami talks to Emily Roskilly, Partner and Co-Founder of Roskilly & Mills LLP. They discuss why Emily went into law and how she secured a sought after training contract at VWV. Emily talks about how she knew she wanted to be a litigator and why she specialised in contentious probate and advising unmarried couples. How covid lockdown provided the impetus to set up her own law firm and how she teamed up with her co-founder Lucia Mills. We end w...

Send us Fan Mail In this episode Charlie dives into family law with Tara Connor-McLaren, Partner in the family law team at Thrings Solicitors. They discuss, why Tara was attracted to Law, family law in particular and how working as a Paralegal helped in becoming a Solicitor. We go into the specifics of what family lawyers do, the increasing incidence of unmarried couples separating and the difference on separation of married and unmarried couples. We talk about why family law is moving toward...

Send us Fan Mail Today we speak to Ian Richards, Chartered Financial Planner and Founder of Work to Live Financial Planning. We discuss how Ian found his way into Financial Planning, why financial planning is the best job in the world and how the profession is leading the way in customer service. We also discuss how Ian set up his own financial planning firm and started to pick up his first clients. Finally, we discuss the use of social media and why coaching is the next evolution in Financia...

Send us Fan Mail In this episode we talk to Darren Kidd, Partner in the Financial Services disputes team at law firm Clarke Willmott. We discuss what’s involved in Financial Services disputes, who is disputing what and with whom. We look at Tax Efficient Investing, the importance of documented due diligence and the roles of the Financial Ombudsman Service and the courts in resolving disputes. Finally, we talk about client acquisition and working with Financial Advisers and other private clien...

Send us Fan Mail In this episode Charlie Chami is joined by Amy Buckley Partner and Head of Tax for Central & West at Azets. They discuss the joy of dealing with individuals and helping them meet their goals as well as life events, gifting to children or selling a business. They also discuss working with other professionals such as Financial Advisers and Private Client Solicitor, Business Relief and how to ensure it doesn’t fall foul of inheritance tax rules. Amy Buckley http...

Send us Fan Mail In this episode we talk to David Opie, Managing Director of Today’s Media. David shares his personal experiences of buying and running his own firm. How Todays Media bridges the gap between the regulated and unregulated parts of the legal sector through their media output (Today's Wills & Probate, Today's Family Lawyer and Today's Conveyancer) as well as their high-profile awards ceremonies. Finally David talks about his plans for the future of Today’s Media. David Opie h...

Send us Fan Mail Our host Charlie Chami discusses all thing contentious probate, (inheritors trying to increase their share of an inheritance) with Sarah Bolt, Senior Associate at Irwin Mitchell. They discuss how huge increases in property values and the rise of the ‘blended family’ have increased the number of probate cases being challenged. They also discuss Sarah landing on a very high-profile probate case representing the executors of the Jimmy Savile estate. To finish, they discuss the c...

Send us Fan Mail Charlie Chami speaks to Chartered Arts & Antiques Surveyor, Toby Pinn. Toby discusses his early aspirations to join the Tour De France, exploring peoples lives through their possessions and building trusted relationships with solicitors to help with probate valuations. Toby Pinn https://www.linkedin.com/in/toby-pinn-mrics-9862b229/ https://www.tobypinn.co.uk/ Host: Charlie Chami https://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ Private C...

Send us Fan Mail In this in-depth conversation, Alison Hawes (Consultant at Burges Salmon) talks about her fascinating career across three, top 50 law firms. Building a family team from scratch, choosing and curating her specialisms and progressing her career by building her professional network. https://www.linkedin.com/in/alisonhawes/ Host: Charlie Chami https://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ Private Client Network https://www.privateclientnetw...

Send us Fan Mail Something different in this episode, our host Charlie Chami is joined by a fantastic panel of professionals to discuss what we might get from the new Labour government and anything we have on our Wishlist. Thanks to our guests Heledd Wyn, Partner at Shakespear Martineau, Anton Lane, Managing Director at Edge Tax Professional Services and Simon Tutton, Partner at Waterspring Ventures. Heledd Wyn https://www.linkedin.com/in/heleddwyn/ Anton Lane https://www....

Send us Fan Mail Our host Charlie Chami quizzes Michael Holder (Senior Investment Manager at JM Finn), on his career history, how he got into investment management, started acquiring clients and dealing with private individuals. They then go into specifics about the importance of working with solicitors, care home fees and everyone’s favorite subject, taxes. Guest: Michael Holder https://www.linkedin.com/in/michael-holder-a310bb39/ Firm: JM Finn (Discretionary Fund Manager) https://ww...

Send us Fan Mail From being chased out of a client home by bulldogs to appraising high value European Villas. Richard Moxon tells us about his career in insurance, working in larger institutions such as Zurich and March to being Private Client Director at the specialist broker Hayes Parsons. https://www.linkedin.com/in/richard-moxon-94260325/ Host: Charlie Chami https://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ Private Client Network https://www.private...

Send us Fan Mail Our host Charlie Chami talks in depth with Kim Sare about her career, from being the youngest Chartered Financial Planner in Wales, to setting up a successful outsourced paraplanning business and finally realising her ambition to run her own Chartered Financial Planning firm. https://www.linkedin.com/in/kimsare/ Host: Charlie Chami https://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ Private Client Network https://www.privateclientnetwork....

Send us Fan Mail Our host Charlie Chami has a fascinating conversation with Heledd Wyn a Partner in the Private Client team at Shakespeare Martineau. They cover Heledd’s entry into the world of law, her initial trepidation and why she specialized in private client work. From how trusts were created during the crusades, how to mitigate inheritance tax, ending with becoming a Partner and advice for the younger generation of solicitors wanting to reach the top of their firms. https://www.linkedi...

Send us Fan Mail Host Charlie Chami speaks to Anton Lane, Managing Director at tax and accountancy firm Edge Tax. We cover the start of his career, working at one of the big four EY, advising professional footballers and eventually setting up his own firm Edge Tax. https://edge-tax.com/ https://www.instagram.com/edgetax/ https://www.youtube.com/channel/UCy8OLgHDuiawFJBxA6lVDYw https://uk.linkedin.com/in/edge-tax Host: Charlie Chami https://www.linkedin.com/in/charleschami...

Send us Fan Mail Our host Charlie Chami speaks to Philip Grindell from Defuse Global. Philip spent four years in the British Army followed by twenty nine years with the Metropolitan Police covering all manner of threats, including terrorism, organised crime and stalking with a focus on close protection. Following that he decided to start his own firm Defuse Global which provides services such as threat prevention and investigation as well as advisory and training. He also runs the excellent...

Send us Fan Mail Charlie and Simon talk about how to reduce some of the pitfalls and awkwardness of networking and more importantly, discuss ten practical steps that you can make to get the most out of your networking. Host: Charlie Chami https://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ Private Client Network https://www.privateclientnetwork.co.uk/ https://www.linkedin.com/company/private-client-network/ https://www.instagram.com/private_client_ne...

Send us Fan Mail Our first ever podcast, hosts Charlie Chami and Simon Tutton discuss why they started the Private Client Network, how it has expanded and their plans for the future. Host: Charlie Chami https://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ Private Client Network https://www.privateclientnetwork.co.uk/ https://www.linkedin.com/company/private-client-network/ https://www.instagram.com/private_client_network/ https://www.youtu...