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
E27: Journey of a Private Wealth Solicitor with Stewart Campbell
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In this episode of the Private Client Podcast, Charlie Chami speaks with Stewart Campbell, Private Client Solicitor at JMW Solicitors and host of the Manchester Private Client Network events. Stewart shares his journey into law, from studying law at university and working in personal injury and business crime, to qualifying as a solicitor and building a career in private wealth and estate planning.
The conversation explores the realities of entering the legal profession, the value of networking and relationship-building, and the role of private client solicitors in helping individuals and families with wills, trusts, powers of attorney, succession planning, and inheritance tax mitigation.
Key Topics Covered
- Stewart's route into law and early career experiences
- Working in personal injury and business crime before specialising in private wealth
- The role of a private client solicitor
- Trusts, succession planning, and protecting family wealth
- Inheritance tax planning and upcoming pension rule changes
- The Residence Nil Rate Band and its impact on estate planning
- Growing demand for professional advice following tax changes
- AI, ChatGPT, and the future of legal and financial advice
- The importance of professional networks and collaborative advice
- Growth of the private client community in Manchester
Stewart Campbell
https://www.linkedin.com/in/stewart-campbell-708aab145/
Host: Charlie Chami
https://www.linkedin.com/in/charleschami
https://www.glamis-ifa.co.uk/
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
For professionals only - All podcasts are for discussion purposes only and should not be treated as Legal, Financial, Tax advice.
