Anne Slater-Brooks
Strategic Partnerships Director @Triple Point
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WORK HISTORY
Strategic Partnerships Director @Triple Point
Building meaningful, long-term relationships with senior leadership teams across large financial institutions throughout the UK to deliver strong collaborative working relationships delivering great customer outcomes. Securing and maintaining panel placement for our products Helping advisers write high-quality, compliant estate planning business with confidence.Delivering tailored propositions for firmsProviding educational CPD sessions to help build technical confidence and business growth
EDUCATION
University of Bradford School of Management
Master of Business Administration (MBA), Business Administration and Management, General
Loughborough University
Bachelor's Degree, Politics and French
Chartered Institute of Taxation
Chartered Tax Adviser, Taxation
Charted Institute of Taxation
CTA, Tax Law/Taxation
STEP
Trust & Estate Planner
SKILLS
ABOUT ANNE SLATER-BROOKS
IHT receipts have increased by over % with just over £. This amount is predicted to rise considerably, with the number of taxpaying estates expected to almost double once the changes to pensions come into force in April 2027. This means that estate planning is a 🥵 for many clients (particularly business owners and HNW individuals) and the need for proactive advice has never been greater.I work with financial advisory firms to help them identify and act on these opportunities — supporting them to write more business with simple strategies to develop soft skills (talking about is rarely easy), technical knowledge and the ability to gain commitment from clients who want to avoid the elephant in the room. The biggest barrier to conversion isn’t usually knowledge — it’s confidence, consistency, and knowing how to have the right conversations at the right time. That’s where I add value.I help advisers:Improve performance and consistency in how they approach clientsBuild confidence in estate planning conversationsSpot opportunities with business owners and HNW clientsTranslate technical knowledge into clear, client-friendly discussionsI’ve spent close to 30 years working with financial advisers and their accountant and solicitor connections, helping to create a more integrated, holistic approach to advice that integrates financial planning, legal and tax needs.Prior to my current role, I led a sales team that consistently (the top-performing team over a three-year period no less ) so I know a thing or two about motivating people to take action. Estate planning and tax mitigation using alternative investment solutions Identifying opportunities with business owners and HNW clients Supporting advisers to write more business through improved client conversations Delivering engaging client events and educational sessions Simplifying complex tax and estate planning concepts Creating tools and frameworks to support collaboration between professionals Thought leadership (including STEP Journal contributions)I’m always open to connecting with advisers and firms looking to improve performance, unlock more opportunities, and deliver better outcomes for their clients.And finally, when I’m not working, I’m usually travelling (110 countries and counting) – just one other way to solve an IHT problem.
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