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The Private Client Podcast
Приєднався 15 кві 2024
E18: Founding a law firm with Emily Roskilly
In this episode Charlie Chami talks to Emily Roskilly, Partner and Co-Founder of Roskilly & Mills LLP.
They discuss why Emily went into law and how she secured a sought after training contract at VWV.
Emily talks about how she knew she wanted to be a litigator and why she specialised in contentious probate and advising unmarried couples.
How covid lockdown provided the impetus to set up her own law firm and how she teamed up with her co-founder Lucia Mills.
We end with the steps needed to set up your own firm from authorization to PI and making sure you have money set aside for the endeavor.
Emily Roskilly
www.linkedin.com/in/emilyroskilly/
Roskilly & Mills
roskillyandmills.co.uk/
They discuss why Emily went into law and how she secured a sought after training contract at VWV.
Emily talks about how she knew she wanted to be a litigator and why she specialised in contentious probate and advising unmarried couples.
How covid lockdown provided the impetus to set up her own law firm and how she teamed up with her co-founder Lucia Mills.
We end with the steps needed to set up your own firm from authorization to PI and making sure you have money set aside for the endeavor.
Emily Roskilly
www.linkedin.com/in/emilyroskilly/
Roskilly & Mills
roskillyandmills.co.uk/
Переглядів: 9
Відео
E17: Family Law with Tara Connor-McLaren
Переглядів 1921 день тому
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 separat...
E15: Journey through Financial Planning with Ian Richards
Переглядів 38Місяць тому
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...
E15: Financial Services Disputes with Darren Kidd
Переглядів 15Місяць тому
In this episode we talk to Darren Kidd, Partner in the Financial Services disputes team at law firm Clarke Willmott. We discuss what’s involved in Financial Services disputes, who is disputing what and with whom. We look at Tax Efficient Investing, the importance of documented due diligence and the roles of the Financial Ombudsman Service and the courts in resolving disputes. Finally, we talk a...
E14: Gifting, Business and Taxes with Amy Buckley Partner at Azets
Переглядів 182 місяці тому
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 ensu...
E13: Media in the Legal sector with David Opie - Managing Director of Today's Media
Переглядів 122 місяці тому
In this episode we talk to David Opie, Managing Director of Today’s Media. David shares his personal experiences of buying and running his own firm. How Todays Media bridges the gap between the regulated and unregulated parts of the legal sector through their media output (Today's Wills & Probate, Today's Family Lawyer and Today's Conveyancer) as well as their high-profile awards ceremonies. Fi...
E12: Jimmy Savile, Blended Families & Training Contracts with Sarah Bolt
Переглядів 243 місяці тому
Our host Charlie Chami discusses all thing contentious probate, (inheritors trying to increase their share of an inheritance) with Sarah Bolt, Senior Associate at Irwin Mitchell. They discuss how huge increases in property values and the rise of the ‘blended family’ have increased the number of probate cases being challenged. They also discuss Sarah landing on a very high-profile probate case r...
E11: Tour De France aspiration to auctioning a Page Three model - Arts & Antiques with Toby Pinn
Переглядів 113 місяці тому
Something a little different this week. 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 www.linkedin.com/in/toby-pinn-mrics-9862b229/ www.tobypinn.co.uk/
E10: Curating your legal career with Alison Hawes
Переглядів 83 місяці тому
In this in-depth conversation, Alison Hawes talks about her fascinating career across three, top 50 law firms. Building a family team from scratch, choosing and curating her specialisms and progressing her career by building her professional network. www.linkedin.com/in/alisonhawes/
E9: What can we expect or wish for from the new Labour Government
Переглядів 784 місяці тому
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...
E8: Money and investing with Michael Holder
Переглядів 84 місяці тому
Our host Charlie Chami quizzes Michael Holder of 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 www.linkedin.com/in/michael-holder-a310bb39/ www.jmfinn.com/...
E7: Luxury villas, houses & cars - how to protect them with Richard Moxon
Переглядів 104 місяці тому
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. www.linkedin.com/in/richard-moxon-94260325/
E6: Paraplanner, Entrepreneur and Chartered Financial Planner with Kim Sare
Переглядів 205 місяців тому
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. www.linkedin.com/in/kimsare/
E5: Trusts, Care homes and the Crusades with Heledd Wyn
Переглядів 145 місяців тому
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 ge...
E4: Big Four to running your own tax firm with Anton Lane
Переглядів 116 місяців тому
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.
E3: Threat assessment for high profile individuals with Philip Grindell
Переглядів 136 місяців тому
E3: Threat assessment for high profile individuals with Philip Grindell
E2: Networking Skills - Ten Steps to Success
Переглядів 127 місяців тому
E2: Networking Skills - Ten Steps to Success
E1: Introduction to the Private Client Podcast
Переглядів 237 місяців тому
E1: Introduction to the Private Client Podcast
Great to see and hear from two great planners!