Jo Cooley

To mark IWD 2023, we spoke to a handful of staff and Partners from across the business to reflect on their experiences in the industry and how, together, we can forge an equitable and inclusive world.

In Wealth Briefing, Private Wealth Partner, Hayden Bailey reflects on a recent case involving one of the world’s largest family-owned enterprises. Hayden reinforces that no business should underestimate the care that is required for a successful generational succession and that such blueprints will allow future generations to confidently choose their own path while safeguarding the family legacy.

In the Tax Journal, Senior Associate, Julie Howard considers the ways of funding distributions to beneficiaries from an offshore trust, some of whom are UK resident.

Private Wealth Partner, Clare Stirzaker is welcomed onto the Next Gen Talks podcast by Esiri Agbeyi, Partner, Private Clients & Family Business Leader at PwC to talk on the topic of succession planning looking particularly at cultural nuances and the next generation.