We will be discussing a range of topics, including:
- What is lifetime allowance tax?
- LTA limit
- Tax rate
- Capitalisation of DB pension
- Protection options
- Non-residence factor
Chris co-founded Hoxton Capital Management with Matt Dean; where the sole emphasis on the group is to help HNW and UHNW clients with borderless global financial advice. Chris’ speciality is assisting individuals with their retirement planning needs.
Director, The Sovereign Group
Matt is a director of both Sovereign Corporate Services in Dubai and Sovereign Wealth in Gibraltar. Since moving to the UAE in 2009 Matt has focused on assisting expatriates and internationally mobile clients with wealth structuring via Sovereign’s worldwide intermediary base. Prior to leaving the UK Matt worked as a pension specialist for a leading UK financial advisory business. Matt is a Chartered Financial Planner and a Fellow of the UK’s Personal Finance Society.