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Caroline’s Club Newsletter is published every Tuesday at 2.30. It gives you a weekly blog, a podcast interview with our private client professional of the week and keeps you up to date on the news and views of our CPCP (Complete Private Client Practitioner) Members. Subscribe today.
The Surprising Success of LinkedIn
Is the success of #LinkedIn driven by poor alternatives to originate business?
Shrewd move by JTC
#JTC has been shrewd in acquring #theFirstRepublicTrustCompanyofDelaware from #JPMorganChase. The US is the only place to stash your cash away in private.
What is a brain drain?
#AnthonyTravers our podcast professional of the week left a good job in the #CityofLondon to escape a 90% #taxrate in the1970’s to live in the #CaymanIslands. He never looked back.
Rachel Reeves is set to win
#RachelReeves has pledged to invest £500million in HMRC to clamp down on tax avoidance. It is only recently that #HMRC has the reliable information it needs to deliver it now needs to appoint and train the staff. #SirTonyBlair is right when he says the economy can deliver on the application of technology.
Life under a Labour Government!
Traditionally when the Labour Party get into power they take initiatives undertaken by the Tory party and then implement them until the pips squeak. This time is unlikely to be the exception.
Empowering the Private Client Sector
#privateclient #networking #award #networkingthatworks
Easter - a time to reflect
#Easter is a time to reflect. #Jesus knew he would die, but more of us don’t so #taxplanning is a bit of a gamble
Never Split the Difference
Now that the #costofliving has rocketed with inflation and interest rates, has #crime gone up because there are some who have no other option?
Politicians should not set budgets.
#Wealthyforeigners have over the years been made to feel unwelcome. #VAT refund on purchases was withdrawn, #stampduty on buying homes by foreign tax residents is 4% higher and now the benefits for #nondoms is to be removed. The queue for foreign buyers for UK homes has fallen off a cliff since Jeremy Hunt’s Budget
Tax Opportunities in the Spring Budget .
The Spring Budget focussed on the cut by 2p in the £ in National Insurance and pinching Labour’s idea to withdraw the benefits for non-doms. However hidden in the detail were some tax planning opportunities
Should we be worried?
The armed forces recruit only five people for every eight who leave. Many former members of the armed forces become private client professionals because of their excellent man-management skills and communication.
Tory Infighting
In the build-up to the election, when many MPs are concerned that they will not win and will have to go back to a more normal life - they will look after their own interests first - a little like families when succession is imminent.
The Power of Social Proofing
If you have to choose between A or B and don’t know which to choose, people look to what others are doing or have done.
Recommendations are good
Heather Anne, our podcast professional of the week, was recommended to me for an interview because they thought we were similar. We both like light bulb moments and to share our experiences and knowledge with others.
New Year’s Resolutions
Have you made New Year’s Resolutions? Do you want to build trust and be more effective at networking and winning business? Our CPCP program of excellence is now launched to guide you.
Launch of the CPCP accreditation
I set up Caroline’s Club because in 1996 unexpectedly I became head of the Simmons & Simmons private client department. It was makng a loss and I was taskd iwth turning a profit withing two years or being asked to leave.
At that time there was no guide, no mentor and no program as to what I needed to do to achieve what was expected of me.
However as a psychologist, I was keen to research
The Power of the Podcast
The speaker in this week’s podcast is Rachel Atkins, an award-winning reputation and privacy lawyer and partner with Schillings. She was nominated by Spear’s as the best reputation and privacy lawyer in 2023 and the Citywealth 2023 Top 100 international private client litigation lawyers.
Awards are important. They are a form of social proofing. If you want the best reputation and privacy lawyer to work for you in a crisis, choosing one with an award is a highly persuasive third-party endorsement. Spear’s and Citywealth are independent of Rachel and Schillings. They have researched reputation and privacy lawyers and decided that Rachel Atkins was the best.
She has also got some well-satisfied customer quotes
Join our Club where networking works
Join our Club where networking works.
The CPCP accreditation is your entry into an exclusive club of private client professionals where networking works≥
Jeremy Hunt’s Budget What it didn’t say.
What Jeremy Hunt’s Budget didn’t say
Jeremy Hunt’s Autumn Statement on 22nd November 2023 was not what you would expect of a low tax, small state Conservative Government.
Caroline's Club is an exclusive club for private client professionals where networking works. It connects private client practitioners who do business with your Target Clients locally or internationally. Caroline understands how difficult it is to win business from traditional networking, so she used her psychology training and insights from working in the private client industry to revolutionise business origination for her members.
Preview the CPCP Members Pages and Benefits by clicking the SIGN-UP button below.