The Private Client Podcast
Home to all private client advisers. From Independent Financial Advisers to Family Solicitors, form Tax Advisers to Investment Managers and much more.
Our host Charlie Chami to brings together a fascinating range of professionals, so we can share experiences, provide a better service to our clients and grow our businesses.
This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.
The Private Client Podcast
E22: Probate, Court of Protection & Progressing to Partner with Tamara Hasson
In this episode we sit down with Tamara Hasson, Partner at Stephens Scown, who specialises in both contentious and non-contentious probate. Tamara shares her expertise on key aspects of her role, and career progression in law.
What We Cover:
🔹 What happens to client assets after death—and what if someone isn't happy?
🔹 The role of a trustee and their personal liability.
🔹 Why building a "super squad" of private client advisers benefits clients.
🔹 The importance of asking difficult but necessary client questions.
🔹 Career progression in law—how to go from associate to partner.
🔹 The power of personal and firm branding online.
🔹 The unique employee-owned model and equal profit-sharing at Stephens Scown.
If you’re interested in estate planning, legal careers, or the evolving role of advisers, this episode is packed with insights you won’t want to miss!
🎧 Tune in now and don’t forget to like, follow, and subscribe wherever you listen to your podcasts!
Tamara Hasson
https://www.linkedin.com/in/tamara-hasson-tep-ctaps-3051b7282/
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Private Client Network
https://www.privateclientnetwork.co.uk/
https://www.linkedin.com/company/private-client-network/
https://www.instagram.com/private_client_network/
https://www.youtube.com/@ThePrivateClientPodcast
Host: Charlie Chami
https://www.linkedin.com/in/charleschami
https://www.glamis-ifa.co.uk/
Host: Simon Tutton
https://www.linkedin.com/in/simontutton/
