The Private Client Podcast

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 permanent investment loss. We also discuss Difference between Venture Capital and Angel Investors.

Finally, we end with Simon’s new venture Climb The River

Simon Tutton

https://www.linkedin.com/in/simontutton/ 

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.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

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 with the steps needed to set up your own firm from authorization to PI and making sure you have money set aside for the endeavor.

Emily Roskilly

https://www.linkedin.com/in/emilyroskilly/

Roskilly & Mills

https://roskillyandmills.co.uk/

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.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

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 towards non dispute resolutions including a push to one couple one lawyer and increased use of mediation and arbitration to keep you away from court.

Finally, we discuss the changing landscape of becoming a solicitor including new avenues in entering the profession such as apprenticeships.

Tara Connor-McLaren
https://www.linkedin.com/in/tara-connor-mclaren-94aa23100/ 

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.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

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 Financial Planning.

Ian Richards FPFS

https://www.linkedin.com/in/worktolivefp/ 

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.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

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 client professionals.

Darren Kidd
https://www.linkedin.com/in/darrenkidd/ 

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.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

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

https://www.linkedin.com/in/amy-buckley-99184849/ 

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.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

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

https://www.linkedin.com/in/david-opie/ 

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.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

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 challenges of getting a training contract and the new ways to get into the legal profession.

Sarah Bolt

https://www.linkedin.com/in/sarah-bolt-40702a28/ 

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.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

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 Client Network
https://www.privateclientnetwork.co.uk/ 
https://www.linkedin.com/company/private-client-network/ 
https://www.instagram.com/private_client_network/ 
https://www.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

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.privateclientnetwork.co.uk/ 
https://www.linkedin.com/company/private-client-network/ 
https://www.instagram.com/private_client_network/ 
https://www.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.