Description
- Tax-efficient repatriation planning
- Inheritance tax rules for expats: Planning & implications
- Tax rules on pensions
- UK state pension rules update
- Non-resident capital gains tax on property assets
- Non-resident landlords
- Residence and the statutory residence test
- Domicile, losing domicile & domicile tails
- Pro-active tax planning options & solutions for expats
- Family investment companies – what are they?
- How to use portfolio bonds to your advantage
- The importance of a UK Will
Our Speakers
Jonathan Brookes
Partner
Jonathan is a Chartered Financial Planner and has over twenty-five years of experience as a qualified financial adviser across multiple jurisdictions (including the UK, USA, Australia, and Europe). As well as having specialist tax and investment management qualifications, he holds the Level 6 Pension Transfer Qualification and is suitably qualified to give advice in the UK, USA, Australia, and Europe.
Our Speakers
Matthew Tailford
Commercial Director
Matt is a Chartered Financial Planner and Fellow of the UK’s Chartered Insurance Institute. He has worked in the financial services industry for over 20 years and has resided in the UAE since 2009. Matt has worked with expatriate financial intermediaries and occupied senior roles within the sector during this time.
Disclaimer
The information on this webinar page is directed only at persons outside the United Kingdom and must not be acted upon by persons in the United Kingdom.