Paul TateDIRECTOR OF OPERATIONS AND COMPLIANCE

Contact Details
Areas of Expertise
  • Investments
  • Financial Risk
  • Financial Planning
  • Retirement Planning
  • Portfolio Management
  • Financial Advice
Qualifications
  • Global Financial Compliance (CISI)
  • RPE, JSE Registered Securities Trader
  • Bcom Hons, Financial Management

Paul Tate started his financial services career in 2011 at Standard Banks subsidiary Liberty Life as a financial advisor, having completed degrees in Investment Management and Financial Management Honours.

Paul has been in the international financial services market since 2015, starting as a senior associate and moving into senior management within operations and compliance. He has shown a strong aptitude towards corporate strategy and compliance, and this understanding has been augmented by further study in Compliance and Risk through the Charted Institute of Securities and Investments.

Tasked with charting the way forward to a truly borderless client experience, he brings passion to the growth strategy of the business.

Paul is soon to be married, with an eye on what the future may bring.

Publications

  • UK Tax allowances and thresholds for 2021 – 2022

    UK Tax allowances and thresholds for 2021 – 2022 INCOME TAX                                                                            Main personal allowances and reliefs 21/22 20/21 Personal allowance* £12,570 £12,500 Marriage/civil partner’s transferable allowance Married couple’s/civil partner’s allowance at 10%† £1,260 £1,250 (if at least one born before 6/4/35) – maximum £9,125 £9,075 – minimum £3,530 £3,510 Blind person’s allowance £2,520 £2,500

    April 14, 2021
  • Markets last week 12/04/2021

    President Biden said he wants all American adults to be eligible for the vaccine by Monday 19 April, two weeks earlier than his previous goal. The UK began rolling out the Moderna vaccine last week, also two weeks earlier than expected, amid concerns over a shortfall of doses this month and worries about the AstraZeneca product. More than 700 million jabs have now been provided worldwide. In terms of herd immunity, this is not great, as it barely covers 1/10 of the world’s population, but the curve is now very steep and the countries that are having difficulties with inoculations are often those with a good history on COVID-19 (such as China and Japan). The UK has vaccinated more than 60% of adults, the US close to 50% and the EU close to 20%. Emerging markets are significantly behind on the vaccination effort.

    April 14, 2021
  • Overseas landlords of UK properties reaches a five-year high

    The number of overseas landlords owning property in the UK has hit a five-year high of 184,000, marking an increase of 19% over five years according to ludlowthompson.

    April 7, 2021
  • 5 ways to maximise your 21/22 tax year

    As we head into the 2022 tax year many people will be taking the time to look at their finances. Here are 5 things we recommend everyone considers that could enhance their financial arrangement.

    April 7, 2021

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