In Episode 28, Caroline Garnham talks to Tanya O’Carroll, Managing Director of Oak Group, Isle of Man. Tanya has overall responsibility for the Isle of Man business delivering high quality client services whilst balancing the strategic financial and operational requirements of the business. 

In Episode 27, Caroline Garnham talks to Jo Stoddart, Director of Locate Guernsey. Jo paints a pretty picture – where the daily commute is a ten minute walk, the evenings can be spent having a BBQ on the beach, houses and cars need never be locked – and parents do not fear that their kids are vulnerable to released offenders.

In Episode 26, Caroline Garnham talks to Zoë Cousens, Founder of Castellet Consulting. In her podcast this week she talks about providing financial education to women who may have been recently divorced or widowed, and employees who often spend up to three hours a week sorting out financial problems; time which could be saved with some education on how to budget and put in place a financial plan.

In Episode 25, Caroline Garnham talks to Rebecca Bettany, Director of the JTC Private Office. Rebecca set up the JTC Private Office in 2018 and now focuses on the home markets of U.K. and Channel Islands as well as key clients. She talks about the work its private office at JTC has done for its clients during lockdown such as talking to the tenants of properties in their clients’ property portfolio to determine whether they will be able to pay the forthcoming rent during lockdown.

In Episode 24, Caroline Garnham, the host of this Podcast talks about pre and post lockdown – what we have learned and what we can do to make our world a better place. Caroline speaks about what we ought to do as Private Client Professionals post lockdown.

In Episode 23, Caroline Garnham talks to David Nield, Managing Director and CEO of VGS, an expert at providing results focussed and highly cost effective RPO and MSP staffing solutions for Clients worldwide. 

In Episode 22, Caroline Garnham talks to Mark Florman, Chairman and CEO of specialist merchant bank Time Partners Limited which combines best private equity advice, creating solutions with a client first philosophy. During the interview Caroline and Mark touched upon what Caroline sees will be an ever-increasing divide between the haves and the have nots. In 2004, Mark co-founded the Centre for Social Justice the think tank tasked to eliminate poverty and exploitation. This tension between the haves and the have nots is now set to become substantially worse.

In Episode 21, Caroline Garnham talks to former co-head of the team responsible in HMRC for offshore compliance and fraud – Andrew McKenna now CEO of McKenna Tax Consultancy. Caroline and Andrew discuss how sophisticated and intelligent HMRC is now in obtaining and processing information and data. Andrew tells Caroline that due to Covid-19 HMRC is under pressure to produce more revenue and will naturally start where the money is – the rich. As Andrew said during his podcast HMRC will ‘hit the wealthy hard’.

In Episode 20, Caroline Garnham talks to Garry Bell, Head of Tax of PKF bba. Caroline discusses with Garry the ins and outs of being a UK Tax Exile.

In Episode 19, Caroline Garnham talks to Paul Schreibke, Managing Director of Oak Group, Guernsey. Caroline discusses with Paul the excitements and challenges of what it entails being the Managing Director of a new consultation, the Oak Group.