Finance Monthly - September 2023

In a world where financial acumen is pivotal to one’s peace of mind, delving into the intricacies of estate planning and wealth management is imperative. Today, we sit down with Clive Barwell, TEP CFP™ Chartered FCSI, who has a journey as intriguing as his advice. Starting his career serendipitously after a simple bank visit, he swiftly became an expert in matters of Wills, Trusts, Probate, and Tax Advice. With a remarkable 53 years of experience in the industry, Clive’s specialisation in the laterlife market has made him a beacon of guidance for many. In this insightful conversation, we explore the vast world of estate planning, unpack the complexities of inheritance tax, and dive deep into the essence of a well-structured will. Join us as Clive demystifies the financial intricacies of our lives and illustrates the importance of planning ahead for the future Banking & Financial Services Finance Monthly. 62

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