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

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/

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/

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

Previous Episode

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

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

Next Episode

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

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/