If You Fail to Plan, You Will Plan to Fail with Jonathan Speck, Siobhan Riley, Beatrice Puoti
Succession plans and wealth transitions remain a significant concern for many families. These concerns were further amplified during the Covid Pandemic as a lot of people around the world faced up to their own immortality or the risk of being incapacitated. That was a prompt for people to consider their succession planning. In this episode, our host Jonathan Speck, Senior Partner at Mourant, will be joined by Jonathan Needham, Head of Trust and Succession Planning for SGPB, Simon Kleis, Head of Private Client Trust for SG Kleinwort Hambros and also Siobhan Riley, Partner at Carey Olsen, and Beatrice Puoti, Partner at Stephenson Harwood, to discuss why is it important to build a succession plan while there is still time..
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