Today, there is an increasing reliance on parental financial support. Recent UK Budget changes to inheritance tax rules, pensions and property, and more expected to be announced this year, highlight the need for proactive estate and succession planning.
People are living longer and ahead of the ‘Great Wealth Transfer’ anticipated from baby boomers to younger generations, together with the rising cost of living, parents today are providing their children with more financial support than ever.
Join us to understand the core advice private client lawyers should be making their clients aware of in transferring wealth down to their next generations.
Speakers include:
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Chair: Sarah Robinson, Senior knowledge lawyer, Pennington’s, Manches and Cooper LLP
Sarah is the senior knowledge lawyer for Penningtons Manches Cooper’s private client department.
She has extensive experience of dealing with all aspects of private client work, including a particular focus on high-net-worth clients and estate planning advice.
Sarah is responsible for the implementation, management and monitoring of strategic knowledge services within the private client department. This includes work on precedents, legal research, training and the identification of key business efficiency projects.
She is also certified as a legal project practitioner with the Institute of Legal Management and has co-authored and written content for PLC’s Private Client Global Guide.
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Emily Wentworth, Associate Solicitor at Irwin Mitchell
Emily Wentworth is an Associate Solicitor at Irwin Mitchell, assisting clients across the South from both Irwin Mitchell’s Chichester and Southampton offices. As a Trust and Estate Practitioner (STEP), Emily specialises in advising high net worth individuals, including lottery winners, on their comprehensive estate and succession planning. Her expertise encompasses all aspects of UK estate planning, such as wills, Lasting Powers of Attorney, trust advisory and compliance, inheritance tax, and UK estate administration.
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Heledd Wyn, Partner specialising in private client services and long-term care, Rothley Law
Heledd Wyn is a Partner specialising in private client services and long-term care, based in Bristol. With extensive experience in future planning, private wealth, and Court of Protection matters, Heledd provides expert guidance on Wills, Powers of Attorney, long-term care, and asset protection for both individuals and business owners. She is also a trusted advisor on inheritance tax planning and trusts. Heledd is particularly well-regarded for her expertise in long-term and elderly care issues.
She has also served as a trustee for dementia research charity BRACE and is an accredited member of the Association of Lifetime Lawyers. As a member of STEP, Heledd was part of its Mental Capacity Global Special Interest Group for six years. Heledd is nationally recognised as an expert in her field and is regularly invited to deliver training and provide commentary in legal forums and the national press.
Date: Wednesday 9th July 2025
Timings for the seminar and networking:
11.45am – Registration
12.15pm – Seminar
1.15pm – Networking and sandwich lunch (45 mins)
2pm – Close
Venue:
Irwin Mitchell Solicitors, One Dorset St, Southampton SO15 2DP
