EVENTS

Investment and Tax Planning for multi-jurisdictional clients

  • Date: 11 Nov 2021
  • Time: 15:00 - 16:00
  • Venue: Webinar, Hosted via Zoom, Join from any location, Use the link below

Hear our ‘triple experts’ covering investment management, tax and financial planning for those with multi-jurisdictional clients.

Event Presenter 1920

Agenda

UK - 15:00 - 16:00 GMT
Cayman/George Town - 10:00 - 11:00
Bahamas/Nassau – 10:00 - 11:00
Bermuda/Hamilton – 11:00 - 12:00

5 mins Welcome Craig Wright - Business Development Director, Tilney Smith & Williamson
15 mins Investment view – Inflation: a long-term perspective Michael Saunders- Partner, Smith & Williamson Investment Management
15 mins Budget update and brief report of the Court of Appeal judgement in the Fisher case Anita Millar-Neale - Partner, Private Client Tax Services, Smith & Williamson
15 mins Roundtable discussion - Pre-arrival and pre-departure planning - what to look out for when:
• transferring assets, or transporting pensions across border
• structuring your portfolio having moved into, or out of, the UK
• different tax implications of arrival and departure.
Chair – Craig Wright - Business Development Director, Tilney Smith & Williamson
Mark Pollock - Partner, Tilney Financial Planning
Alex Bowden- Partner, Smith & Williamson Investment Management
Anita Millar-Neale - Partner, Private Client Tax Services, Smith & Williamson
10 mins Q&A Craig Wright - Business Development Director, Tilney Smith & Williamson

 

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