GPFO UK Estate Planning Seminar
A themed event on estate planning in the UK. There will be presentations from companies about estate planning, and a panel discussion.
09:30 - 10:00 - Guest Arrival and Registration
10:00 - 11:00 - Company presentations
11:00 - 12:00 - Panel Discussion
Presenting Companies
Laura Cullinane, Senior Associate, Private Wealth
Boodle Hatfield
'Estate Planning – Legal & Governance Checklist'
Laura advises on a broad range of private client, tax and trust law matters. She has a particular interest in advising entrepreneurs and family businesses on family governance, succession planning and helping to ensure a successful transition to the next generation. Laura also advises on personal estate planning, advising on Wills and trusts and lifetime giving.
Boodle Hatfield is a successful London law firm that has partnered with UK and international individuals, families, property owners and businesses since 1722. As a firm, we focus strongly on teamwork, collaborating seamlessly across our five core departments: Private Client & Tax, Corporate, Family, Real Estate and Litigation. Whether it’s advice on private wealth, business or property matters, our trusted legal advisors provide the right guidance to enable our clients to succeed today and in the future.
Nick Priest, Partner, Head of Strategic Partnerships
Downing
With over fifteen years experience in financial services, Nick joined Downing in 2015 as a Business Development Manager. Prior to that, he worked for Canada Life with a focus on offshore and IHT products in the London area. Nick is DipPFS qualified and he previously worked in third way investments and as an adviser at Barclays.
Downing is a responsible investment manager founded in London in 1986. We manage £2.5 billion across private market strategies including renewable energy, infrastructure, and residential and operational real estate. In public markets, our specialist fund managers offer a distinctive suite of investment mandates. We are also a leader in IHT solutions: Downing’s award‑winning estate planning services total £1.2 billion in AUM and provide access to Business Relief‑qualifying investments designed to offer inheritance tax relief after only two years.
Robert Barwise-Carr, Tax Director, Private Client & Private Office
Forvis Mazars
'Succession Planning for Private Offices, Families and Businesses'
Rob is a Chartered Accountant (ACA) specialising in Private Office and Private Client tax. He leads UK Private Office services at Forvis Mazars and has advised high‑net‑worth families, their businesses and family offices since 2011. Rob previously worked within a multi‑family office, giving him first‑hand insight into the practical realities of succession, governance and risk management. He advises prominent UK and international family offices, working closely with clients and advisers to deliver joined‑up, long‑term solutions that protect, preserve and grow family wealth across generations and philanthropic objectives.
Forvis Mazars is a top 10 accounting firm and ranks top 8 globally, with a national UK presence across 14 offices and more than 3,300 professionals, including 170 partners. We are committed to providing a different perspective and an unrivalled client experience that feels right, personal and natural. As a two‑firm global network, we act quickly to deliver consistent and agile audit, tax and advisory services. We build a deep understanding of what matters to our clients, offering insight, specialist expertise and tailored solutions. With over 40,000 professionals worldwide, we support individuals and organisations locally and internationally.