• E17: Family Law with Tara Connor-McLaren
    Nov 13 2024

    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/

    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

    Host: Charlie Chami
    https://www.linkedin.com/in/charleschami
    https://www.glamis-ifa.co.uk/

    Host: Simon Tutton
    https://www.linkedin.com/in/simontutton/

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    37 mins
  • E16: Journey through Financial Planning with Ian Richards
    Oct 29 2024

    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/

    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

    Host: Charlie Chami
    https://www.linkedin.com/in/charleschami
    https://www.glamis-ifa.co.uk/

    Host: Simon Tutton
    https://www.linkedin.com/in/simontutton/

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    45 mins
  • E15: Financial Services Disputes with Darren Kidd
    Oct 16 2024

    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/

    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

    Host: Charlie Chami
    https://www.linkedin.com/in/charleschami
    https://www.glamis-ifa.co.uk/

    Host: Simon Tutton
    https://www.linkedin.com/in/simontutton/

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    31 mins
  • E14: Gifting, Business and Taxes with Amy Buckley Partner at Azets
    Oct 2 2024

    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/

    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

    Host: Charlie Chami
    https://www.linkedin.com/in/charleschami
    https://www.glamis-ifa.co.uk/

    Host: Simon Tutton
    https://www.linkedin.com/in/simontutton/

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    25 mins
  • E13: Media in the Legal sector with David Opie - Managing Director of Today's Media
    Sep 18 2024

    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/

    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

    Host: Charlie Chami
    https://www.linkedin.com/in/charleschami
    https://www.glamis-ifa.co.uk/

    Host: Simon Tutton
    https://www.linkedin.com/in/simontutton/

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    26 mins
  • E12: Jimmy Savile, Blended Families & Training Contracts with Sarah Bolt
    Sep 4 2024

    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/

    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

    Host: Charlie Chami
    https://www.linkedin.com/in/charleschami
    https://www.glamis-ifa.co.uk/

    Host: Simon Tutton
    https://www.linkedin.com/in/simontutton/

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    39 mins
  • E11: Tour De France aspiration to auctioning a Page Three model - Arts & Antiques with Toby Pinn
    Aug 21 2024

    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/

    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

    Host: Charlie Chami
    https://www.linkedin.com/in/charleschami
    https://www.glamis-ifa.co.uk/

    Host: Simon Tutton
    https://www.linkedin.com/in/simontutton/

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    40 mins
  • E10: Curating your legal career with Alison Hawes
    Aug 14 2024

    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/

    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

    Host: Charlie Chami
    https://www.linkedin.com/in/charleschami
    https://www.glamis-ifa.co.uk/

    Host: Simon Tutton
    https://www.linkedin.com/in/simontutton/

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    50 mins