In partnership with Saunderson House Investments and Winckworth Sherwood LLP, we are hosting an evening seminar to discuss the changing philanthropy landscape. Our speakers, and leading experts in this field, Simon Maydon and Tim Snaith, will share their knowledge and insights as we explore the motivations for giving, new trends and creative ways of giving, and the personal and commercial advantages of structured and unstructured giving.
Hosted at the Winckworth Sherwood offices at Minerva House, 5 Montague Close, London, SE1 9BB.
Please note there are only 12 spaces for this event so please book early to avoid disappointment.
About the Speakers
Simon’s specialisms centre around pensions and investments, financial protection and long term tax planning.
His clients are largely made up of barristers at a variety of chambers across the Inns of Court and solicitors at firms such as Freshfields, Herbert Smith Freehills, Stephenson Harwood and Nabarro (now CMS). He also helps accountants, Private Equity partners, entrepreneurs and some retired folks.
As some of Simon’s clients have become more comfortable with their financial position, he has helped them consider the best means of using their excess wealth for philanthropic causes.
Simon loves bringing order and simplicity to his clients’ financial affairs, giving them the peace of mind that we have considered everything that they would otherwise need to think about themselves. His aim is to free up their time to allow them to focus on their own work, families and personal interests.
Tim is a Partner in Winckworth Sherwood’s Private Client Team. He regularly advises on trusts, estates and succession planning, including the many tax issues that arise with the same and the problems presented by the loss of mental capacity.
He has particular expertise in advising families on setting up philanthropic and charitable structures to meet their personal objectives, whether this is motivated by tax or as a way to engage the next generation in the responsibilities of wealth management and the family’s values.
Tim often works alongside professionals in other disciplines such as accountants, investment managers and independent financial advisers.
Away from work, Tim loves the outdoors. He has hiked the Haute Route from Chamonix to Zermatt and competed in the 5km Monte Cristo Challenge swimming race in Marseille.