For our next session of Knowledge Bites: a series of roundtables run by members for members, we’ll be joined by ONCE Wills and Trusts.
Hear from ONCE themselves:
ONCE Wills and Trusts is a Legal services firm who specialise in Inheritance Tax and Trust planning to safeguard family wealth.
We teach our clients that Wealth is not how much you make in your lifetime, but more so about how much wealth is kept (passed on to the next generation). We don’t just understand trusts and asset protection, we love what we do to help you solve your wealth challenges and protect your future generation’s legacy.
Richard is the CEO and Founder of ONCE Wills and Trusts. He is also a Registered Trusts and Estates Practitioner (abbreviated TEP) and a Full member of STEP (The Society of Trusts and Estates Practitioners).
He is a financial education expert who specializes in offering financial literacy training to individuals and families. With over 21 years of experience in the financial industry, Richard has helped thousands of people to manage their finances and build wealth.
Sonia works alongside Richard as a Executive Director, Head of Operations and Marketing through driving business growth and maintaining business systems.
About Knowledge Bites
Knowledge bites will be hosted on the last Wednesday of every month. We’ll dive into a range of topics that are applicable to all businesses, from startups and scaleups to corporations and researchers. These topics will differ each month and are designed to help you along your journey – whatever stage you’re at – providing the fundamentals you may require some guidance on. This could be, but not limited to:
- Marketing: Branding, advertising, campaigns, digital marketing, social media, market research, positioning, etc.
- Finance/Accounting: Budgeting, cash flow, invoicing, payroll, taxes, reporting, audits, etc.
- Sales: Lead generation, sales process, pipeline management, account management, negotiations, closing, etc.
- Human Resources: Recruiting, training, benefits, retention, culture building, etc.
- Operations: Facilities, supply chain, logistics, inventory, manufacturing, distribution, customer service, etc.
- Product Development: Research, design, engineering, testing, launches, improvements, etc.
- Legal: Contracts, compliance, intellectual property, liability, regulations, governance, etc.
- Information Technology (IT): Systems, networks, infrastructure, data management, cybersecurity, support, etc.
- Leadership Management: Strategy, planning, goal-setting, decision-making, problem-solving, team building, etc.
- Administrative: Office management, scheduling, documentation, policies, record-keeping, etc.
If you’d like to present your expertise at one of our knowledge bites, please contact the community team.
Come along for (free!) lunch in room Pankhurst whilst gaining insights to help you on your business journey.
