RBC Brewin Dolphin
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
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.
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.
RBC Brewin Dolphin
Senior Associate
Irwin Mitchell
I am a Senior Associate solicitor in the High Net Worth and International private client team in London. I specialise in multi-jurisdictional wealth planning, international tax and trusts, and succession planning for high net worth (HNW) and ultra high net worth clients and their families.
I am recognised for my expertise in complex cross-border tax and estate planning, including drafting bespoke Wills for UK and international HNW individuals and administering cross-border estates. This often involves applying international succession law and addressing tax-related considerations to safeguard assets and wealth from creditors, matrimonial claims, and succession regimes such as forced heirship rules. I also work with clients who wish to structure their wealth to comply with Islamic Sharia principles of succession and for non-Muslims resident in or connected to Islamic countries such as the UAE, Kuwait, and Saudi Arabia.
I regularly work with international families and trustees to navigate the challenges 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.
The creation and setting-up of offshore trusts is another specialism of mine and I help beneficiaries and trustees of offshore trusts to ensure optimal tax efficiency. I also advise 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.
Irwin Mitchell
Financial Wellbeing Researcher
University of East Anglia
University of East Anglia
Agenda
Speakers:
Yousafa Hazara - Senior Associate - Irwin Mitchell
Bryony Davies - Financial Wellbeing Researcher - University of East Anglia
Emma Cowley - Divisional Director - Investment Management - RBC Brewin Dolphin
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