Virtual

International Women’s Day 2024: Financial Wellbeing in Lawyers

08 Mar 2024

Location: 12:00-1:00pm UK Time Virtual Event (Zoom)
Members: FREE to attend - Book by 08 Mar
Non Members: Register above as a member and attend for FREE - Book by 08 Mar

International Women’s Day 2024: Financial Wellbeing in Lawyers

Highlights

RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762. They provide personalised financial advice and investment management services to individuals and families across the country, spanning investments, pensions, tax and estate planning.RBC Brewin Dolphin’s  specialist financial advisers will help you make the most of your financial situation, build a plan to realise your future ambitions, and provide for your loved ones.                                                                                                                                                                                                                                                             

Financial well-being issues are typically born out of not having sufficient financial education.

This exclusive International Women's Day webinar led by RBC will identify the barriers, misconceptions and solutions arising from not having sufficient financial education.

The barriers are:

•  lack of time;
•  lack of confidence/understanding; and
•  other priorities.

Misconceptions:

•  financial advice is only for the wealthy - I’m not wealthy enough; and
•  planning and advice is only necessary in certain circumstances.

Solutions:

•  education;
•  understanding action is better than inaction;
•  being open and asking questions/have conversations around all of this;
•  getting trusted advice; and
•  understanding the bigger picture.

The value of investments, and any income from them, can fall and you may get back less than you invested.

Emma Cowley
Divisional Director - Investment Management
RBC Brewin Dolphin

By trade Emma is a Wealth Manager and has been supporting clients at RBC Brewin Dolphin for 9 years. Emma is passionate about increasing financial literacy across the population by providing financial education, guidance, and expertise to employees. Educational sessions have been created to speak to employees at every stage of their life and career journey, as well as more topical challenges such as the cost-of-living crisis.

 

When it comes to providing advice, Emma works with clients to understand their aims and aspirations, working to understand where they are and where they want to be. For many this is saving for a life event, planning for retirement, or safeguarding assets for future generations. Emma works closely with clients to build a plan on how best to achieve these goals.


Emma Cowley
Emma Cowley Divisional Director - Investment Management
RBC Brewin Dolphin
Yousafa Hazara
Associate Solicitor
Irwin Mitchell

I am an Associate solicitor in the Tax, Trusts and Estates team in London. I advise on all aspects of private client law with a focus on acting for high-net-worth individuals and trustees on estate planning, trust structures and taxation matters. I work with UK individuals and international families and trustees on estate planning, wealth structuring, and trusts to ensure tax efficiency.

I also assist with complex cross-border succession planning (including the drafting of bespoke Wills for UK and international high-net-worth individuals), and the administration of cross-border estates, in particular the application of international succession law and tax-related considerations. This is usually in relation to safeguarding assets and wealth from creditors, matrimonial claims, and the application of succession regimes such as the forced heirship rules and I have a particular focus on Sharia law aspects of international succession.

I regularly works with international families and trustees to plan to avoid the pitfall posed by multi-national estates.

I'm experienced with relevant tax reliefs for individuals and trusts, such as inheritance tax business relief, agricultural property relief, and capital gains tax main residence relief.

The creation and setting-up of offshore trusts is another specialism of mine and I help beneficiaries and trustees of offshore trusts to ensure optimum tax efficiency.

I regularly work with international families, advising on residence and domicile issues including the statutory residence test or the taxation of UK residential and non-residential property owned by offshore structures.

I'm a member of the Society for Trust and Estate Practitioners (STEP) and have completed the STEP Advanced certificate on UK tax for international clients. I'm also currently studying towards the Chartered Tax Adviser (CTA) qualifications.


Yousafa Hazara
Yousafa Hazara Associate Solicitor
Irwin Mitchell
Bryony Davies
Financial Wellbeing Researcher
University of East Anglia

Bryony Davies
Bryony Davies Financial Wellbeing Researcher
University of East Anglia

Agenda

11:55am
Audience Log On
12:00pm
Chair's Opening Remarks
Speakers:
Yousafa Hazara - Associate Solicitor - Irwin Mitchell
12:00pm
International Women's Day 2024 :Financial Wellbeing in Lawyers
Speakers:
Yousafa Hazara - Associate Solicitor - Irwin Mitchell
Bryony Davies - Financial Wellbeing Researcher - University of East Anglia
Emma Cowley - Divisional Director - Investment Management - RBC Brewin Dolphin
12:45pm
Panel Q&A
1:00pm
Chair's Closing Remarks
Speakers:
Yousafa Hazara - Associate Solicitor - Irwin Mitchell

Event Partners

Event Partner

Contact Us

If you are interested in this event and would like some more information before making your decision to attend please contact Maddi on or email maddi@thoughtleaders4.com