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
E25: Journey of a Private Client Solicitor with Rebecca Purchase
Summary
In this episode of the Private Client Podcast, host Charlie Chami speaks with Rebecca Purchase, a partner in the Private Client team at RWK Goodman. They discuss Rebecca's journey into law, her experiences during her legal practice course and training contract, and the importance of private client work. The conversation also covers key topics such as inheritance tax, estate planning, lasting powers of attorney, and the significance of collaboration between solicitors and financial advisors. Rebecca shares valuable insights and advice for aspiring solicitors, emphasizing the importance of networking and asking for opportunities.
Takeaways
- Rebecca's journey into law was influenced by limited career exposure in school.
- She enjoyed her legal practice course after taking a year out to gain perspective.
- Networking played a crucial role in Rebecca's career advancement.
- Private client work involves significant client interaction and emotional support.
- Understanding inheritance tax is essential for effective estate planning.
- Lasting powers of attorney are vital for ensuring control over future decisions.
- Collaboration between solicitors and financial advisors enhances client service.
- Asking for opportunities can lead to unexpected career advancements.
- Financial advisors should be involved early in estate planning discussions.
- Networking and follow-up are key to building professional relationships.
Rebecca Purchase
https://www.linkedin.com/in/rebecca-purchase-tep-13783b45/
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/
