Private Client Conference
Thursday 11 May 2017 09:00 - 17:15
MICHAEL NEWBOLD, CHAIR PRIVATE CLIENT GROUP
Michael is a solicitor at Kiteleys working in their Wimborne office. He specialises in all aspects of private client work but also deals with conveyancing matters. He is the Chair of the BDLS Private Client Group.
John is a freelance lecturer and also Head of Private Client Knowledge Management of Irwin Mitchell LLP. With over 25 years of experience as a solicitor specialising in wills, trusts, estate and tax planning, 20 years as a Chartered Tax Adviser, John serves on the Chartered Institute of Taxation’s Succession Taxes Sub-committee, HMRC’s Capital Taxes Liaison Group and TACT’s Private Trusts Committee. John moved in 2012 to his role, responsible for technical development and know-how, for Thomas Eggar’s 100 strong Private Client team, after 23 years as a partner. This role developed within Irwin Mitchell Private Wealth to include the former Berkeley Law and Sheffield head office teams. Alongside this John has developed external training work in a freelance capacity. He brings enthusiasm for his subject, where he seeks to illuminate technical details with practical insight, to training for local law societies, branches of CIOT, STEP, SFE and other professional groups, as well as MBL, CLT, SJ Live, the Ark Group, and individual firms.
SABRINA CORRIGAN, OCTOPUS INVESTMENTS
Sabrina joined Octopus Investments in 2011 and is the External Business development manager managing IFA relationships in the South of England. Before Octopus, Sabrina worked for HSBC bank in a variety of roles including a position as a multi-tied advisor working within the corporate division for the London area.
Caroline is the former Chief Executive and former Chair of Solicitors for the Elderly, an organisation she helped to found in 1999. She lectures regularly and is well known in her specialist field, advising older and vulnerable adults who have limited physical and/or mental capacity. Caroline has a national media profile, and is a regular panellist on BBC Radio 4’s Money Box Live and regularly interviewed in for TV, radio, magazines and national press. She provides consultancy for law firms on an independent basis. Her work focuses on advising vulnerable adults; principally older and disabled people, their families and carers.
DAVID LANE, VESTRA WEALTH
David is Business Development Technical Director for Vestra Wealth. David specialises in providing technical consultancy services to IFAs, lawyers and accountants focusing primarily on UK pensions, tax and trusts and general financial planning. David holds a masters degree in Modern History from Kings College London and is a Chartered Financial Planner, a Fellow of the Personal Finance Society and a full member of the Society of Trust and Estate Practictioners.
KATHRYN STONE, LEGAL OMBUDSMAN
Kathryn Stone, OBE, took up the position of Chief Ombudsman for the Legal Ombudsman in January 2016. Prior to this Kathryn was a commissioner for the Independent Police Complaints Commission (IPCC) and the Commissioner for Victims and Survivors in Northern Ireland. For 11 years Kathryn was Chief Executive of Voice UK.
PROFESSOR KEITH BROWN, BOURNEMOUTH UNIVERSITY
Professor Keith Brown holds academic and professional qualifications in social work, nursing, teaching and management. He has worked in university and local authority education and training for over 30 years, and is currently Director of the National Centre for Post Qualifying Social Work and Professional Practice and Director of the Institute of Health and Social Care Integration, at Bournemouth University. In 2005, he was awarded the Linda Ammon memorial prize, awarded to the individual making the greatest contribution to education and training in the UK. He sits on the Department of Health Adult Safeguarding Advisory Board, the Joint Department of Health and Ministry of Justice National Mental Capacity Leadership forum and the Home Office Joint Financial task force.
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