
Blogs
Caroline’s Club Newsletter is published every Tuesday at 2.30. It gives you a weekly blog, a podcast interview with our private client professional of the week and keeps you up to date on the news and views of our CPCP (Complete Private Client Practitioner) Members. If you would like to submit a blog it will need to have been published in a third party publication and you need to pay an admin fee.
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Easter - a time to reflect
#Easter is a time to reflect. #Jesus knew he would die, but more of us don’t so #taxplanning is a bit of a gamble
Never Split the Difference
Now that the #costofliving has rocketed with inflation and interest rates, has #crime gone up because there are some who have no other option?
Politicians should not set budgets.
#Wealthyforeigners have over the years been made to feel unwelcome. #VAT refund on purchases was withdrawn, #stampduty on buying homes by foreign tax residents is 4% higher and now the benefits for #nondoms is to be removed. The queue for foreign buyers for UK homes has fallen off a cliff since Jeremy Hunt’s Budget
Tax Opportunities in the Spring Budget .
The Spring Budget focussed on the cut by 2p in the £ in National Insurance and pinching Labour’s idea to withdraw the benefits for non-doms. However hidden in the detail were some tax planning opportunities
Should we be worried?
The armed forces recruit only five people for every eight who leave. Many former members of the armed forces become private client professionals because of their excellent man-management skills and communication.
Tory Infighting
In the build-up to the election, when many MPs are concerned that they will not win and will have to go back to a more normal life - they will look after their own interests first - a little like families when succession is imminent.
The Power of Social Proofing
If you have to choose between A or B and don’t know which to choose, people look to what others are doing or have done.
Recommendations are good
Heather Anne, our podcast professional of the week, was recommended to me for an interview because they thought we were similar. We both like light bulb moments and to share our experiences and knowledge with others.
New Year’s Resolutions
Have you made New Year’s Resolutions? Do you want to build trust and be more effective at networking and winning business? Our CPCP program of excellence is now launched to guide you.
Launch of the CPCP accreditation
I set up Caroline’s Club because in 1996 unexpectedly I became head of the Simmons & Simmons private client department. It was makng a loss and I was taskd iwth turning a profit withing two years or being asked to leave.
At that time there was no guide, no mentor and no program as to what I needed to do to achieve what was expected of me.
However as a psychologist, I was keen to research
The Power of the Podcast
The speaker in this week’s podcast is Rachel Atkins, an award-winning reputation and privacy lawyer and partner with Schillings. She was nominated by Spear’s as the best reputation and privacy lawyer in 2023 and the Citywealth 2023 Top 100 international private client litigation lawyers.
Awards are important. They are a form of social proofing. If you want the best reputation and privacy lawyer to work for you in a crisis, choosing one with an award is a highly persuasive third-party endorsement. Spear’s and Citywealth are independent of Rachel and Schillings. They have researched reputation and privacy lawyers and decided that Rachel Atkins was the best.
She has also got some well-satisfied customer quotes
Join our Club where networking works
Join our Club where networking works.
The CPCP accreditation is your entry into an exclusive club of private client professionals where networking works≥
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Caroline's Club is an exclusive club for professionals who want to increase revenue, cut costs and save time. It provides its members with award-winning methodology, marketing tools and training. Most business development by the professional services industry is a shotgun in a blizzard; Caroline's Club provides its members with a rifle and the training they need to use it effectively to win business.