In collaboration with Better Future Financial Planning and Foresight Group, join private client Partner Nima Stepney from Thackray Williams, for an insightful session on estate and inheritance tax planning.
Speakers
Nima Stepney, Partner, Thackray Williams
Nima joined Thackray Williams in 2017 and is a Partner. She covers wills, trusts and tax planning, powers of attorney and court of protection work. She specialises in contentious court of protection matters. She also provides attorney, deputy, trustee and executor advice services.
Nima qualified as a solicitor in 2010 and is a qualified Trust Estate Practitioner. She is also a full accredited member of The Association of Lifetime Lawyers and completed The Association of Contentious Trust and Probate Specialists qualification.
She understands that clients do not have legal problems, but personal problems with legal issues. Clients know and respect Nima’s provision of clear and practical advice, particularly in sensitive and difficult situations. This is necessary in order achieve client objectives.
When not working, Nima enjoys getting out and about with her young son and daughter. In her free time, her interests involve art, food and going to gigs.
Dave Chamberlain, Chartered Financial Planner, Better Future Financial Planning
Dave Chamberlain is a qualified Chartered Financial Planner and a Fellow of the Personal Finance Society. He focussed on helping clients achieve their financial goals throughout the various stages of life, with particular expertise in financial planning for families, small businesses, people approaching retirement and those with inheritance tax concerns.
Dave set up Better Future Financial Planning in 2024 to create a firm where clients come first and can know they will receive a consistent approach in the short and longer term. Prior to this he had 28 years' experience across three leading UK insurers, one specialist pensions provider, and two other advice firms.
Outside of work Dave enjoys spending time with family and has three who keep him busy. He enjoys watching most sports and is still active on the football pitch and tennis court. Additionally he is an active member of St Nicholas Church in Tooting and also a governor at his youngest daughter's primary school.
Charlie Clark-Gleave, Senior Business Development Manager, Foresight Group
Charlie joined Foresight in November 2022 as a Senior Business Development Manager based out of London. Prior to joining Foresight, Charlie worked for Octopus Investments distributing their range of tax-efficient investments. Before moving into the intermediary market, Charlie spent 6 years working with private, high net worth clients. He has over 13 years of experience.
Charlie will be covering the IHT landscape, legislative changes and an introduction to Business Relief in his talk.
Topics
Planning for the future - Wills and Powers of Attorney by Thackray Williams (30 minutes)
Estate planning - Trusts, IHT reliefs and pensions by Better Future Financial Planning (30 minutes)
- Investment Management Services by Foresight Group (15 minutes)
Date & Timing
The seminar will take place on Thursday 7 May.
From 5.30pm - arrival & welcome drinks
6pm - seminar commences
7.15pm - seminar concludes, networking & food/drink
8pm - event ends
More information
On arrival to the Shard please report to the reception events desk with photo ID. After going through security, please make your way to floor 23 where a member of the events team will meet you.
If you have any questions about the event please contact marketing@thackraywilliams.com.
We hope you can join us.
Request a place - invite only
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