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
E23: Audit to investment management with Oliver Brown
In this episode of the Private Client podcast, Charlie Chami speaks with Oliver Brown, lead fund manager of IFSL RC Brown UK Primary Opportunities fund and head of AIM and Inheritance Tax Services at RC Brown Investment Management. They discuss Oliver's career journey from accounting to investment management, the current state of the UK stock market, and the implications of recent changes in inheritance tax laws. The conversation also highlights the importance of entrepreneurial culture in the UK and how it impacts the economy.
Takeaways
- Charlie Chami returns to podcasting after a busy tax year end.
- Oliver Brown transitioned from accounting to investment management.
- Understanding financial statements is crucial for fund managers.
- Investment management is more engaging than auditing.
- Pensions will be included in inheritance tax from April 2027.
- AIM market offers tax relief for investors holding shares for two years.
- The UK stock market faces challenges in attracting new listings.
- Entrepreneurial culture is vital for economic growth.
- Investment funds allow individuals to pool resources for equity exposure.
- Changes in tax laws can significantly impact financial planning strategies.
Oliver Brown
https://www.linkedin.com/in/oliver-brown-05003618/
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/
