On-demand webinar

The 'squeezed middle': rising costs and the dynamics of family wealth

Watch our free webinar and learn expert financial strategies that families can implement to secure their financial future.

15th May 2024 Webinar

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Watch the webinar

Over the past two years, households have seen a significant impact on their finances. Even wealthy families are struggling in the current environment, with higher costs for childcare and private education.

What's included? 

Former BBC presenter Joanna Gosling meets Louis Coke, Director of Financial Planning at Charles Stanley and Natalie Payne, Partner at solicitor firm Morr & Co, to uncover challenges and opportunities faced by the 'squeezed middle'.

  • The high-income treadmill

Navigating financial responsibilities for your family can be quite a challenging task. Even higher earners are not immune to the cost-of-living pressures we see today.

  • Wealth, goals, and your future self

Many can be frustrated with being stuck on the high-income financial treadmill, but how do they get off?

  • Why communication is key

Our experts will discuss the importance of communication between families when discussing finances, retirement plans, decisions and inheritance.

Meet the hosts

Joanna Gosling

Joanna Gosling

Television presenter, broadcast journalist and author

Joanna is a very experienced broadcaster, with 30 years’ worth of experience working in radio and television under her belt. Previously, she has worked for Sky and ITN and is now one of the best-known faces on BBC news, as the main mid-morning anchor on the News Channel.

Louis Coke

Louis Coke

Director of Private Clients, Charles Stanley

Louis joined the firm in 2005 as a Clerk. He worked his way up, beginning to manage client funds in 2010. Louis advises families & individuals, empowering them to build, preserve and enjoy their wealth. Louis blends technical investment skills with a deep understanding of what clients are trying to achieve over multiple generations. Louis holds the CISI Masters in Wealth Management qualification. Additionally, he has passed the Introduction to Sustainability course from the University of Illinois and Management Diploma from the ILM.

Natalie Payne

Natalie Payne

Partner, Morr & Co

Natalie was called to the Bar in 2008 by Gray’s Inn and cross-qualified as a solicitor in 2010. Prior to joining Morr & Co in 2021, Natalie was Head of the Private Client Wills, Trusts and Probate Team at a central London firm. Natalie has a mixed practice and specialises in Wills, Trusts, estate administration, lasting powers of attorney, court of protection and inheritance tax mitigation. Natalie acts as an executor, trustee, attorney and deputy and takes great pride in looking after and supporting her clients and their families. She has assisted in the administration of high net worth estates with cross border issues, misappropriated assets, repossessions, sham marriages, property portfolios, missing and difficult beneficiaries. 

More insights

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By Aaron Gibbs
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How to set financial goals for future wealth
By Louis Coke
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Your financial future needs a spring clean too
By Alexandra Price
Director of Financial Planning
09 May 2024 | 10 min read
School fees, tax & retirement: challenges of the ‘squeezed middle’
By Louis Coke
Director of Private Clients
10 Apr 2024 | 9 min read