Retirement And Legacy: Is Your Inheritance Tax Optimized?

In conversation with Tom Pewtress and Richard Cawley

Zoom Webinar
Tuesday 29th June, 6:00pm UAE

Inheritance tax planning is crucial to later life organisation, which is why it’s vital to take control now. Are you optimising your inheritance tax?

• Do you know your beneficiaries’ liabilities?
• Can your retirement fund be generational?
• How will inheritance tax impact you?

This exclusive webinar will provide answers to the questions above whilst also covering important topics such as:

• IHT Implications on your pension
• Are the spousal and next of kin benefits of DB schemes sufficient?
• Have you nominated your beneficiaries? If not, what is the process of naming your beneficiaries?

Our latest webinar will be held by Skybound’s UAE Regional Manager and Senior Financial Planner Tom Pewtress and Pension Specialist Richard Cawley. Together they bring a wealth of knowledge to the table to ensure they can answer any queries you have regarding inheritance tax.

Tom Pewtress

UAE Regional Manager & Senior Financial Planner

Tom is a dynamic international Financial Adviser who has spent many years providing cross border advice to expats, focussing on holistic financial planning across different jurisdictions. Tom works alongside international workers like you to create and implement a comprehensive plan designed to ensure your long-term goals become a reality and your future lifestyle is protected.

Richard Cawley

Pension Specialist

Richard has a UK Pension Planning background and now provides analysis and advice on an international basis. With numerous financial qualifications including his Diploma in Regulated Financial Planning, his certificate in Discretionary Investment Management and his certificate in Pension Transfer Advice, he is well positioned to provide technical analysis to Tom’s clients.

Don't miss out on this exclusive webinar, get your ticket today!

If you have any questions in the meantime, please feel free to email sean.connolly@skyboundwealth.com