))
24 - Estate Planning: Not Just About Taxes, But Preserving Wealth and Family Well-Being with NSS Legal's Oliver Sloam
Manage episode 412857637 series 3551555
Contenido proporcionado por Audrey Ehrhardt. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Audrey Ehrhardt o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Josh Elledge of UpMyInfluence introduces the Director of NSS Legal, Oliver Sloam. Oliver is at the helm of NSS Legal and partners in an actuarial firm that oversees UK pension schemes. His expertise is rooted in a family tradition of managing trusts, which has undoubtedly shaped his career trajectory. Oliver painted a vivid picture of his daily responsibilities, from drafting wills and trusts to tackling capacity issues, all aimed at ensuring his clients' legacies are preserved and protected.
Quality service is the cornerstone of any successful law practice, and Oliver's approach is no exception. Inheriting a client base from a larger actuarial firm, he now caters to an eclectic mix of individuals, including former James Bond actors and parliamentarians. Oliver underscored the critical role of understanding budgets and operations to deliver top-notch service in the competitive legal services landscape.
To learn more about Oliver's work, click HERE and HERE.
Think you'd be a great guest on the show? Apply HERE.
Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.
27 episodios
Compartir
