Private Client Roadshows

It’s been a busy few months for the private client team. Clare Eve, Private Client Director, has been visiting the LB legacy offices to introduce private client work to our staff and to highlight two case studies which her team have been working on. Clare explains more below:

“The key feature of private client advice is to listen to the objectives and needs of a client and their family background. Concerns over personal tax, in particular IHT as well as being able to control and protect assets now and in the future are key fundamental and important concerns for our clients. A Trust or a Family Investment Company are just two solutions that we can advise on and implement here within our Private Client Team.

It’s been a great experience highlighting these case studies to the different offices and the benefits these solutions can bring our clients. Both solutions are designed to reduce tax impact both now and, in the future, but at the same time enable a succession of assets and wealth to the next generation and beyond in a controlled and protected manner.

In the coming weeks the team will be posting more on Trusts and Family Investment Companies on the Loop so we can continue to share the great work the team is undertaking.

To have a look at Clare’s presentation please click here.