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Clarke Willmott LLP is delighted to invite you to its Succession Planning for Business Owners webinar which is taking place on Wednesday 17 April 2024 at 12:00pm.

Private Client Series: Later Life Planning Pitfalls – Budget and Complaints update

Event details

Clarke Willmott is delighted to invite you to the next webinar in our Private Client Series which is taking place on Tuesday 11 February 2025 at 12:00pm -1:00pm.

We will be joined by Jacqui Lazare from our Private Capital team and Laura Robinson from our Financial Services Litigation team for this session.

  • Jacqui will take a look at the impact of the tax changes announced in the budget last October and why this means many people will need to go back to the drawing board in relation to their Will and Estate Planning.
  • Laura will delve into the latest from the Financial Ombudsman Service on retirement income matters and tips on avoiding complaints.

Register for our event

Your key contacts

Email Jacqui Lazare
Jacqui Lazare - Senior Associate - Private Client - Clarke Willmott Bristol

Jacqui Lazare

Partner

Bristol, Southampton and London
Jacqui advises private clients on UK-based tax and estate planning, estate administration and philanthropy and also advises charities on a range of issues.
View profile for Jacqui Lazare >
Email Tom Chiffers

Tom Chiffers

Partner

Taunton
Tom is a Partner in Clarke Willmott’s Taunton Private Capital team, specialising in inheritance tax and succession planning for private individuals, farmers and other business owners.
View profile for Tom Chiffers >

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