Seminar - Wills & Estate Planning

Speakers

Elliot Lewis, Head of Private Client. Thackray Williams

Elliot joined Thackray Williams in 2003 and has been recognised for the last 10 years by Chambers and the High Net Worth Guide, as a leading individual in his field, Elliot is one of a small number of private client lawyers in Kent to have been acknowledged in this way. 

He looks after a wide range of individuals, from those with relatively straightforward circumstances, through to very wealthy clients with substantial assets, both business and personal, in numerous jurisdictions across the world. Elliot is also a Trustee of 2 local Charities including the role as current Vice-Chair of the Bromley Voluntary Sector Trust, the charity which manages Community House which provides a home to a number of local and national charities. 

Nima Stepney, Partner, Thackray Williams

Nima joined Thackray Williams in 2017. 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.

Spiros Sotiriou, Client Director, Handelsbanken

Spiros joined in 2014, advising individuals, companies and trusts on a variety of areas including wealth management, retirement planning and inheritance tax planning.  2004 – 2014: Independent Financial Planning Manager at RBS Independent Financial Services. 1999 – 2003: Financial Planning Manager at HSBC. 1997 – 1999: Financial Adviser at Eagle Star. Spiros is a Chartered Wealth Manager with the Chartered Institute for Securities and Investment (CISI) and a Chartered Financial Planner with the Chartered Insurance Institute (CII). He is also a member of the Personal Finance Society (PFS).

Teena Towers, Client Director, Handelsbanken

Teena joined in 2015 originally as Head of Wealth Support and moved back into an advisory role, becoming a Client Director in 2022. Teena provides wealth management services and strategic financial planning advice for customers, working alongside a number of Handelsbanken branches in South East England.  1991-2015: Assistant and then a Regulated Adviser on qualifying in 1998 at HMFC Wealth, assisting with the building of the client proposition whilst remaining an adviser. Teena’s client base was predominately individuals nearing retirement as well as medium sized corporates. Teena has the CII Diploma in Financial Planning and is currently studying towards the Advanced Diploma in Regulated Advice. 

Topics

• Planning for the future - Wills and Estate Planning 

  • Wills - Why write a Will, what does your ‘Estate’ include, key things to include in a Will, what makes a Will valid, types of Wills and consequences not having a Will
  • Estates - Inheritance Tax, Residence, Nil Rate Band Allowance and lifetime tax planning
  • Changes to Business/Agricultural Property Relief from April 2026
  • Pension changes from April 2027 

Date & Timing

The seminar will take place on Thursday 23 April. 

From 11am - arrival & welcome drinks

11.30am - seminar commences

12.15pm - seminar concludes

12.15pm - lunch and networking

1pm - event ends

More information

If you have any questions about the event please contact marketing@thackraywilliams.com.

We hope you can join us.