10th Oct 2023 Webinar
From classic cars to generational watches, your most prized possessions are likely to never lose their sentimental value. But with tax implications and high inflation to contend with, how can you protect the monetary value of these luxury assets?
Director of Financial Planning, Charles Stanley
Simon Davis has been advising private clients for over 20 years and specialises in providing financial and wealth structuring advice to high net worth individuals, their families, trusts and businesses. This incorporates pensions and IHT advice. Simon is a Chartered Financial Planner and has a BA (Hons) from the University of Nottingham.
Senior Vice President of Private Clients, Lockton Insurance
Charles has over 35 years' industry experience from his previous senior roles in Private Client Risk Management for high & ultra-high net-worth individuals and families. He is principally involved in structuring, negotiating and providing new, innovative insurance propositions to family offices, individuals and the wealth management sector's clients.