What Does Good Planning Look Like in Practice? With Jonathan Speck, Clare Stirzaker and Nicholas Jacob
In this last episode of the series, 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 Clare Stirzaker, Partner at Boodle Hatfield in London, and Nicholas Jacob, Partner at Forsters in London to discuss what does good planning actually look like in practice? There's a lot to think about when you sit down and try to analyse what's involved in really good planning. It is important to set purpose and values, to ensure that what you've created has positive impact for future generations. So you need to have a plan, but it's no good if it's ours, It's got to be yours.
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What is Money? The Importance of Financial Education
25 Jun 202134min32s
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