The Private Client Podcast

The Private Client Network

Home to all private client advisers. From Independent Financial Advisers to Family Solicitors, form Tax Advisers to Investment Managers and much more.
Our host Charlie Chami to brings together a fascinating range of professionals, so we can share experiences, provide a better service to our clients and grow our businesses.
This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

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Top 10 The Private Client Podcast Episodes

Goodpods has curated a list of the 10 best The Private Client Podcast episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Private Client Podcast for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Private Client Podcast episode by adding your comments to the episode page.

E17: Family Law with Tara Connor-McLaren

The Private Client Podcast

11/13/24 • 36 min

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/

E14: Gifting, Business and Taxes with Amy Buckley Partner at Azets

The Private Client Podcast

10/02/24 • 25 min

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/

E16: Journey through Financial Planning with Ian Richards

The Private Client Podcast

10/29/24 • 45 min

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/

E11: Tour De France aspiration to auctioning a Page Three model - Arts & Antiques with Toby Pinn

The Private Client Podcast

08/21/24 • 39 min

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/

E9: What can we expect (or wish for) from the new Labour Government

The Private Client Podcast

07/29/24 • 41 min

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.linkedin.com/in/anton-lane-09884418/

E8: Money and investing with Michael Holder

The Private Client Podcast

07/22/24 • 42 min

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://www.jmfinn.com/our-people/michael-holder/

E7: Luxury villas, houses & cars - how to protect them with Richard Moxon

The Private Client Podcast

07/08/24 • 39 min

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/

E6: Paraplanner, Entrepreneur and Chartered Financial Planner with Kim Sare

The Private Client Podcast

06/24/24 • 34 min

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/

E5: Trusts, Care homes and the Crusades with Heledd Wyn

The Private Client Podcast

06/10/24 • 47 min

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.linkedin.com/in/heleddwyn/

E4: Big Four to running your own tax firm with Anton Lane

The Private Client Podcast

05/19/24 • 34 min

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