Tax Efficient Estate Planning

It is never too early to plan your finances!

Do you need help and advice to minimise your tax liability, or have questions around efficiently passing wealth to future generations?  If so then our event with expert speakers from Punter Southall Wealth and Saffery Champness is a must attend for you!

Join us on the 15 June when Simon Hoult, Michael Dunglass, Jamie Younger and Jenny Healy will cover the following topics:-

• Use of pensions in estate planning
• Succession planning using APR and BPR
• The tax aspects of renewables projects, carbon offsetting and commercial woodlands
• Modernising the estate office

Join Simon Hoult, Michael Dunglass from Punter Southall Wealth and Jamie Younger and Jenny Healy from Saffery Champness and SLE Host Jason Rust on the 15 June at 10am and have all your questions answered by the experts!

Speakers 

Simon Hoult

Simon began his career in 1998 working for a large multinational financial services business dealing with technical pension queries, joining Punter Southall Wealth (previously Punter Southall Financial Management) in 2006. He is a Chartered Financial Planner who offers a wide range of planning for individuals, families and trustees and has a particular focus on pension transfers; he particularly enjoys helping his clients achieve the financial freedom they desire. Away from work, Simon enjoys spending time with his young family and keeping fit by running, cycling (particularly up large mountains across Europe) and managing his sons football team.

Michael Dunglass

Michael graduated with a Masters Degree in Politics from Edinburgh University. He started his career in 2012 at Rothschild Wealth Management, working with private individuals and charities. In 2015, he moved to look after institutional clients at BNP Paribas Asset Management. After relocating to Scotland Michael joined the Punter Southall Wealth team in Edinburgh in 2019. Michael has completed the CISI Level 4 Investment Advice Diploma and is an Associate of the CISI. He is also a long time member of Scottish Land & Estates through his family company in the South of Scotland.

Jamie Younger

Jamie joined Saffery Champness in April 2011 and specialises in providing advice to individuals, families and their business interests, both in Scotland and England. Jamie works mainly in the rural estates and agriculture sectors and is a member of the firm’s Landed Estates Group.  Being a chartered accountant and chartered tax adviser he can cover the full breadth of services required, including tax planning, tax returns, accountancy, business planning and audit. In the landed estates field, he advises on a number of Scotland’s premier estates, including some where he acts as trustee. He has served on the tax committee of Scottish Land and Estates Ltd for the past nine years (currently as chairman), and acts for a number of his clients as trustee or executor, as well as being a trustee of a well-known charity.

Jenny Healy

Jenny specialises in working with large estate clients providing both compliance and advisory services. She has been involved in many estate restructuring arrangements which includes the setting up of trusts, family investment companies and partnerships. Jenny is a member of the firm’s landed estates team and a representative of the agribusiness group. She is also a contributor for the Landed Estates PR group and a member of the client service group. Jenny has presented at both internal and external seminars. Jenny joined Saffery Champness in 2011 having trained at a firm in Fife. Jenny completed her ACCA qualification in the same year. She subsequently passed the Chartered Tax Advisor examinations in 2017.

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