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Partner at ICAEW's Personal Finance Planning Conference 2020

Tavistock Private Client

Tavistock Private Client Ltd are an independent financial planning and advisory business that serves private clients by delivering an ‘off-the-shelf’ trust investment management service.
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At Tavistock Private Client, our Independent Financial Advisers have been providing financial planning support for decades, Working with professional partners, we seek the right investments, tax solutions and provide you with an ongoing service you can trust.

ICAEW's Personal Financial Planning Conference 2020

18 November: 11:35-12:20
Demystifying trusts: Unlocking the opportunity
Many people do not fully understand the benefits that trusts offer. This interactive session will help explain how trusts can be used to unlock value to individuals, families and business owners, and their professional advisers.

This session will clarify some of the mysteries surrounding trusts and how accountancy firms could potentially increase revenue by working in collaboration as well as identifying and understanding the various ways that they can be used. It will cover:

  • Overview of the key types of trust.
  • Obligations of trustees (responsibilities of and being a trustee).
  • Case study.
  • Unlocking opportunities.
  • How collaboration works.
  • Top tips.
  • Questions.

Tavistock's speaker

Philip Sutton, Chartered Financial Planner

Philip has been in financial services since 2003. He has worked in two private banks, a top-five accountancy practice and two smaller independent firms. He has a unique insight into the business and private sector, as well as working with accountants. He is a Fellow with the Chartered Institute of Insurance.   

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