Financial Planning Strategies For UK Expats & Future Residents Of The UK
When:
Thursday, May 16, 2024
Time:
7:00 PM GST
Location:
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Watch RecordingBrowser recordingsThe proposed changes to the non-dom tax status in the UK announced at the Spring Budget were designed to simplify the qualifying process, However, with a lack of draft legislation, a general election looming, the situation surrounding residence and domicile is more confusing than ever before.
Join us as we discuss what investors should be considering and why it's crucial for international investors with ties to the UK to understand what pre-planning might be necessary in case of further changes.
This is the first in a series of webinars where expert speakers will dissect the latest developments, offer insights into compliant strategies, and address any questions or concerns you may have.
This insightful webinar will cover essential new information for British expatriates, or future residents of the UK, including:
This exclusive network event will be hosted by Skybound’s Managing Partner, Edmund Teasdale. Alongside David Denton, financial Services Specialist.
Managing Partner • Financial Planning - Dubai
Qualified through the UK Chartered Institute of Securities and Investments and being one of the industry's leading financial planners, Edmund will assist you with a comprehensive plan for your future. Edmund started his illustrious career under the principle that his clients should be able to make all financial decisions from an informed position, thus enabling an independent recommendation to be clear. Now Edmund works extensively with HNW & UHNW individuals on a referral basis across multiple industry sectors, operating globally at the highest level of wealth management.
Financial Services Specialist
David specialises in UK and international planning using trusts, pensions and other wrappers, working with financial advisers, their introducers and clients all over the world. With several decades of practical experience, he is a regular presenter and commentator, having spoken on industry matters and technical subjects for trade bodies, private banks, international IFAs and training providers.
Investment Director
Oliver’s primary role at Quilter Cheviot involves managing discretionary portfolios for a diverse range of clients, including private clients, trusts, charities, and institutional clients based in Jersey, the Middle East, the Isle of Man and Switzerland. A Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI), Oliver holds the CISI Diploma in Private Client Investment Advice and Management (PCIAM) and the CISI Islamic Finance Qualification (IFQ).
Managing Partner • Financial Planning - Dubai
Qualified through the UK Chartered Institute of Securities and Investments and being one of the industry's leading financial planners, Edmund will assist you with a comprehensive plan for your future. Edmund started his illustrious career under the principle that his clients should be able to make all financial decisions from an informed position, thus enabling an independent recommendation to be clear. Now Edmund works extensively with HNW & UHNW individuals on a referral basis across multiple industry sectors, operating globally at the highest level of wealth management.
Financial Services Specialist
David specialises in UK and international planning using trusts, pensions and other wrappers, working with financial advisers, their introducers and clients all over the world. With several decades of practical experience, he is a regular presenter and commentator, having spoken on industry matters and technical subjects for trade bodies, private banks, international IFAs and training providers.
Investment Director
Oliver’s primary role at Quilter Cheviot involves managing discretionary portfolios for a diverse range of clients, including private clients, trusts, charities, and institutional clients based in Jersey, the Middle East, the Isle of Man and Switzerland. A Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI), Oliver holds the CISI Diploma in Private Client Investment Advice and Management (PCIAM) and the CISI Islamic Finance Qualification (IFQ).
Don't miss out on this exclusive webinar event. Book your place today.
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Register NowIf you have any questions for the speakers that you want to send through ahead of time, please feel free to email them to:
thomas.sleep@skyboundwealth.com
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