Local Independent Financial Advisor’s given helping hand by leading High Wycombe solicitors

Roderick McCulloch.

Lawyers from a leading High Wycombe-based firm of solicitors have held a breakfast briefing on legal matters to give a helping hand to local Independent Financial Advisor’s.

The seminar was lead by Roderick McCulloch and Margaret Marshall, Partners at Reynolds Parry Jones LLP, joined by Paul Rolison, a director at Cyber Strategies Limited.

The IFAs who attended heard from Roderick McCulloch, the firm’s head of Private Client, Wills and Probate, about the residence nil-rate-band, which will from April 2017 reduce the inheritance tax payable on estates valued between £325,000 and £2.2 million if they contain a main residence.

Margaret Marshall, head of Residential Conveyancing, spoke to attendees about ‘traps for the unwary when gifting property’, while Paul Rolison covered a broad range of issues relating to cybersecurity, including the specific threats, requirements and actions that IFAs need to be aware of.

Roderick McCulloch said: ‘We were delighted to be able to offer this briefing to IFAs as part of our continuing efforts to engage with the local business community.

The IFAs who attended clearly found this a valuable exercise and were highly engaged with the matters we discussed.‘

Reynolds Parry Jones LLP hold regular seminars for members of the local business community on legal matters of interest.