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 |