Geoffrey Todd

Private Wealth Partner, Julie Howard will be speaking at the 9th Annual Cross-Border Considerations for Advisors Conference on 3 September, presenting on ‘Regulatory Reform, Reporting, and Global Taxes’. This hybrid event, co-hosted by The Tax Faculty and Lucia De Klein Private Office, brings together leading professionals to explore the latest developments in global tax, wealth, and governance. Julie recently joined Lucinda De Klein’s Trusted Advisors subscription platform, strengthening its global network of expert advisors in the Family Office space.

This Friday, Private Wealth Disputes Senior Associate, James Woods-Davison will be speaking at the TL4 & ConTrA Private Client Summer School in Cambridge. James will join Joanne Morse of Summit Trust International to lead a session on “Value-Driven Investing”. With its mix of expert-led sessions, practical workshops and informal networking, the event offers an invaluable opportunity for junior practitioners to develop their technical expertise and broaden their practice.

Over the next two decades, Africa will see its most significant transfer of wealth from one generation to the next. Yet, statistics show that many family businesses fail by the third generation. In African Business Magazine, Private Wealth Partner, Julie Howard explores strategies wealthy African families can adopt to succeed in preserving their wealth, unpacking why succession planning is more than a financial exercise – it is about safeguarding legacy, unity and values.

The UK’s Skilled Worker visa route has undergone major reform and tech businesses may be more exposed than they realise. In their recent article for Tech Monitor, Immigration Partner, Zoe Jacob and Associate, Rhona Findlay warn tech leaders not to overlook the impact of these changes, breaking down the implications for roles at RQF Level 3-5 and explaining why CIOs and HR teams must act now to audit their workforce and mitigate immigration risks.