Retirement for lawyers can be different than for other professions, and for many, it is not clear how to approach planning for life after law. Do you want to continue working in some capacity or are you looking for a new direction in this next phase? Is your current lifestyle sustainable and one that you don’t want to give up? Do you know when you want to retire? Having a flexible retirement plan, built around your unique goals, will give you the stability and confidence to transition to the next stage of life.
Learning outcomes from this webinar:
- Practical advice on how to transition from full-time to having free time
- Leaving a partnership at retirement the potential impact on your finances
- How to make your retirement savings work for you
- Withdrawal strategies to extend the life of your pensions and how to navigate the Lifetime Allowance
- The opportunity to learn from peers and experts and put forward your questions
Speakers:
Sam Pitts-Tucker CFA, Senior Client Adviser, Netwealth
Over 12 years of experience advising and investing on behalf of HNW and UHNW clients, joining Netwealth in 2017 from EFG Asset Management. Sam is an Oxford University graduate, a CFA charter holder and a Chartered Member of the Chartered Institute for Securities and Investments.
Ronnie Fox, Partner, Fox & Partners
Ronnie advises on departure arrangements for professional firms and for individual partners, for employers and for employees. Partners in law firms often turn to Ronnie for advice on retirement and succession. He founded the City law firm, Fox & Partners, which specialises in partnership and employment law.
The multi-disciplinary Association of Partnership Practitioners was founded by Ronnie in 1998. He edited Partner Retirement in Law Firms published by Globe Law and Business in 2020 – details here. Ronnie is a past Chairman of the International Bar Association Senior Lawyers’ Committee; in November 2020 he gave a presentation on Succession Planning for Law Firms.
Matt Byrne, Deputy Editor, The Lawyer
Matt joined The Lawyer in 2003 as features editor and became deputy editor in 2014. He has written on a wide range of topics related to the business of law and management of legal services organisations. In particular, Matt leads the editorial teams for major market reports such as the UK 200, the US Top 50 and the Global Litigation 50.
