Hear from Mark Pearce as he joins Karen Jones for the latest Citywealth Live Session.
Mark shares some background on the types of project that he's currently working on and talks about what he's learned during his time as a private wealth advisor.
More on the Citywealth Live Sessions
Citywealth have introduced a new series that gives a fast and furious update to the wealth management and private client industry in an easy to listen or view format. With two slots each week on Tuesday and Friday at 11am, guests include leading private banks, family lawyers and trustees providing updates on the industry and discussing key topical issues of the day.
Mark advises individuals and trustees on all aspects of UK tax and private client legislation that may be relevant to them. This often involves considering a client's background, current position and future intentions to determine the best action, if any, that client should take.