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Take control of your financial future – Online complimentary sessions for members

Event date: 9 March @12:00pm-2:00pm

JM Finn’s Wealth Planning team are offering complimentary 30-minute information sessions to help tackle any burning financial planning questions you might have. These will take place online, via MS Teams.

Some of the areas we can help with include:

Pensions and retirement planning – with an array of options for retirement, it’s easy to feel bamboozled. Whatever stage you’re at, the team could shed some light on your own situation, give tips on how to work out whether you’re on track and help you to think about making a concrete plan.
Ensuring you use all available tax reliefs – are you using all the reliefs you’re entitled to? Our wealth planners could help you unearth new ways to be more tax-efficient – and make you money work harder.
Planning your legacy for loved ones – taking control early can often give you more options to maximise what you pass on to your family. The team can give you information to help determine if your estate could be liable for inheritance tax – and what to do about it if so.

If you'd like to attend, please contact the JM Finn team at events@jmfinn.com. Sessions must be pre-booked and are available on a first come first served basis. To ensure the session is as productive as possible, you may be asked to provide responses to some preliminary questions.

The sessions will run from 12pm to 2pm, Monday 9^th to Friday 13^th March 2026

Burges Salmon has been an enthusiastic supporter of BLS for many years. BLS provides a valuable role in uniting and promoting the whole of the legal sector across Bristol to benefit both its members and the city. It facilitates collaboration across the sector to ensure that we can all make a difference. Whether that is driving important initiatives in, for example, Equality, Diversity and Inclusion and the use of new technologies, liaising with stakeholders and charities in our wider community or providing training to generations of lawyers, the service and support provided by BLS is invaluable. More recently BLS has taken a lead on promoting Bristol’s legal brand, encouraging legal and business services talent to come to the city, which in turn attracts clients and inward investment to our thriving and vibrant commercial community. BLS breaks down barriers and brings those in the profession together for the greater good. We are proud of our long-standing association with BLS.
Roger Bull - Managing Partner, Burges Salmon
Three things to say about my experience of working with Bristol Law Society. Their central team, council members and general hangers-on are just about the nicest, most generous group of people working in the legal sector today. The numerous events, awards, socials and conferences I’ve had the pleasure to attend over the years have been, without exception, top quality and supremely organised. And, thirdly, they consistently exceed and challenge the boundaries of what lawyers might assume a regional Law Society will restrict activities to – from a hugely successful charitable school meals drive to corporate social responsibility and diversity campaigns to being joint architects and coordinators of the region’s unique Bristol+BathLegalTech group, which it has been my privilege to co-chair for the last five years.
Chris Bull - Principal, Edge International
As one of the leading Insurance brokers for law firms in the UK and with a large presence in Bristol it seemed only natural for us to support the Bristol Law Society. Bristol Law Society is one of the oldest and most vibrant of the Law Societies in England and Wales. We are pleased to be working with them on important matters relating to law firms’ liability insurances and Risk Management. From Sole Practitioner to Top 20 law firms we are sure our two organisations can provide excellent support and assistance for the challenges faced by the legal profession.
Matthew Baker - Financial Lines Group, Howden Insurance Brokers Ltd
Joining BLS in 2013 and becoming President in 2018/19 has created many longstanding friendships and business relationships, whilst also unlocking doors to other opportunities in the City. BLS enabled a perfect balance of professional development and also opportunities to give back to the legal and wider community. I am pleased that my Firm has supported BLS in many capacities since 2013 and continues to do so.
Nicholas Lee- Managing Director of Paragon Costs Solutions and Past President of BLS