Event details

Join us for a live and interactive discussion on the topic of Wealth Planning for Entrepreneurs. The webinar is structured as a Zoom call where we will hear from a panel of experts below in the first half and divide the audience and panel into Breakout Rooms for the second half to bring back the much needed networking to online events. A full guest list will be circulated to those that register.

During the discussion we will cover all the aspects a HNW business owner needs to consider in preserving private wealth while enhancing the value of their company. It will look at the current market for M&A activity and discuss how owner managers should use the time in COVID to prepare their business for the next phase in the economic cycle. It will cover liquidity options and portfolio management techniques often used when dealing with business owners, as well as holistic tax planning examining capital gains and inheritance tax considerations.

We are delighted to be joined by our expert panel:

Hannah Wailoo - Partner at Trowers & Hamlins in London. Hannah is a specialist succession and personal tax planning lawyer and advises both domestic and international individuals, families, trustees and family offices. She provides tax efficient and estate planning solutions and her clients include entrepreneurs, family businesses and investors, where she provides inheritance tax and succession planning advice for business owners.

Laura McNaughton - Corporate Finance Partner - BDO, London. Laura leads BDO's Retail & Consumer Mergers and Acquisitions team and has led some of the most significant BDO retail and consumer transactions. BDO specialises in Entrepreneurial business and Laura has a wealth of experience of working with owners to achieve their strategic goals. She has a proven ability to lead and manage complex projects and teams where organisation, process and timetable are fundamental

Christopher Fisher - Relationship Manager, Middle East & North Africa Team, Standard Chartered Bank, London. Christopher has over 13 years of experience in International Private Banking and has had a focus on the Middle East market for the past decade. Prior to joining Standard Chartered, Christopher was a Private Banker at Coutts advising Middle East clients on their UK and Offshore banking and financial needs. Prior to Coutts, Christopher held relationship management roles at Credit Suisse and Barclays Wealth in London.

Christopher is a British-French dual national. He holds a Master's Degree from Neoma Business School, France, where he also spent time studying at the University of Bologna, Italy. Christopher is PCIAM and CeMAP qualified and is a Member of the Chartered Institute of Securities and Investments. He is fluent in English, French and Italian.

Stephanie Varnava - Relationship Manager, Middle East & North Africa team, Standard Chartered Bank, London. Stephanie has a focus on HNW and UHNW RND and non-UK resident clients from the region, where she also travels to frequently.

Stephanie joined the Private Banking team at Standard Chartered in March 2019 after six and a half years at Coutts & Co, most recently as a Private Banker on the Middle East desk focusing on the complex borrowing needs of her clients. Stephanie holds both IAD and CeMAP, as well as a BSc degree, and is an Associate of the Chartered Institute for Securities & Investment.

If you have any questions or have any trouble with bookings please contact tickets@pcd.club

(last minute registrations will need to be managed at tickets@pcd.club - bookings on the day of the webinar will be closed via website).