Maximise your Legacy

15th November 2019

Introduction

We are holding a seminar about the growing need for effective inter-generational planning and would like to invite you to an event to see how this could be of benefit to you and your loved ones. Goddard Perry are expert at designing integrated financial plans which not only achieve your objectives but provide control, confidence and peace of mind for you today and in the future.

Date: Friday 15th November

Registration: 10am

Location: 8-12 York Gate, 100 Marylebone, London, NW1 5DX

Guest Speakers

Richard Wood

Richard Wood

Richard started his Financial Services career in 1998 and throughout that time he has been involved in business development, company and private client advisory and private banking. He strives to improve their overall position with regards their retirement, investment, protection and succession planning needs.

Richard is a Chartered Financial Planner and a Fellow of the Personal Finance Society. This is the Premier qualification awarded by the Chartered Insurance Institute and is the ‘Gold Standard’ for financial advisers.

Matthew Steiner

Matthew Steiner

Matthew trained as a financial adviser in London and completed his financial planning certificate (FPC) to level III. He joined the property division of Close Brothers Investment Limited in January 2000, and by the end of his tenure was the senior Business Development Manager for its range of tax efficient products and property investment funds.

Matthew joined Stellar as a director and shareholder in 2012 and has been instrumental in both developing and simplifying Stellar’s estate planning proposition and communicating this to the advisory community.

Richard Wood

Neil Scott

Neil is an experienced business development manager and HR leader with over 20 years’ experience in corporate sales and development. He joined one of the UK’s leading estate administration providers, Kings Court Trust, as Head of Corporate Partnerships in 2018.

Within his role, he is the Head of Business Development and works with key stakeholders within the business and external partners to develop Kings Court Trust’s estate administration proposition to prospective and current business partners.

Tim Cook

Tim Cook

Tim’s passion lies in helping his clients maximise their wealth through successful tax planning for the future. Whether you are seeking a solution on the most efficient way to implement your inheritance plans or would simply like some plain-English advice on your tax liabilities, Tim is expertly placed to offer you a highly professional and personalised service.

Tim is able to use his insights to assist with HMRC investigations and ensure that you are informed at all times, and can offer you clear and simple advice throughout the process. He joined Wilder Coe in 1996 and was made Tax Partner in 2001.

Zahra Kanani

Zahra Kanani

Zahra is a Senior Associate in Thackray Williams’ Private Client department.

She acts for a wide variety of individuals and specialises in Wills, Trusts, Tax and Estate Planning with a particular focus on high net worth individuals (often those who are non-UK domiciled) and business owners.

She has an interest in working with charities and has significant experience in charity registrations and advising on the appropriate structure for this type of organisation, as well as providing ongoing advice to charity trustees in relation to their legal duties.

Elliot Lewis

Elliot Lewis

Elliot Lewis is the head of Private Client at Thackray Williams. He looks after a wide range of individuals, from those with relatively straightforward circumstances, through to very wealthy clients with substantial assets in numerous jurisdictions across the world. He has a vast amount of experience looking after clients who are in the entertainment industry, those have been writers or illustrators, or those who are in professional sports.

Elliot is a Trustee of Community Links Bromley and is also on the committee of the Bromley Community Fund, which is an endowment fund that supports local charities in the borough.

Goddard Perry Consulting

THROUGH PREPARATION COMES STRENGTH

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