#privateclient #networking #award #networkingthatworks

#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

Now that the #costofliving has rocketed with inflation and interest rates, has #crime gone up because there are some who have no other option?

#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 #VAT refund on purchases was withdrawn, #stampduty on buying homes by foreign tax residents is 4% higher and now the benefits for #nondoms is to be removed.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

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

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.

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.

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.

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.

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.

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 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