EVENTS

Cross-Border Wealth Planning webinar

  • Date: 28 Apr 2021
  • Time: 10:00 - 11:30
  • Venue: Webinar, Hosted via Zoom, Join from any location, Registration link below

Smith & Williamson International and Tilney are pleased to invite you to our inaugural webinar focusing on Cross-Border Wealth Planning. The 80 minute webinar will cover 3 aspects relating to the Transfer of Wealth; Jurisdictional Transfer of Wealth including UK Pensions, Social inequality and the changing investment outlook and finally a post budget review as the cost of combating COVID-19 continues to rise. 

Our expert presenters from wealth planning, investment and tax will also be available to answer any burning questions.  

To register please click here

Agenda

10:00am Introduction Craig Wright
Head of Business Development
Tilney
10:05am Welcome Matt Falla
Managing Director
Smith & Williamson 
10:10am Planning for Multi-Jurisdictional Wealth Jonathan Spring-Rice
Partner
Tilney Financial Planning
10:30am Global Investment Update Gareth Lewis
Managing Director
Tilney
10:50am Post Budget update James Collins
Director
Smith & Wiliamson
11:10am Q&A Hosted by Craig Wright with all speakers
11:35am Final closing remarks Craig Wright
Head of Business Development
Tilney
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