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Zoom Webinar

Getting To Grips With Your UK & Swiss Pensions Webinar

Whilst Switzerland remains a firm favourite for British expats, the changing landscape has made international financial planning more challenging than ever before.

When:

October 21, 2021

Time:

6:00 pm

CET

Register Your Place Today!

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

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Retirement Planning Is A Challenge, Especially When Dealing With UK & Swiss Pensions

In this webinar, our experts will be exploring some of the nuances of both the UK & Swiss pension systems. They will be sharing some ideas to help clients plan effectively for their futures and optimise their pensions both to and through retirement.

Reserve your place now to understand:

  • Your entitlements from the UK & Swiss pension system. You will be provided with practical tools and tips to help you know what you currently have and what you can expect to receive.
  • Whether you may be eligible and if it may be suitable to transfer your UK pension to Switzerland tax – free.
  • How to drawdown from your UK and Swiss pensions in the most tax efficient manner
  • How best to utilise your pensions so that you can maximise your estate for inheritance tax purposes

Your Webinar Speakers

The webinar will be hosted by Skybound’s Pension Manager and Chartered Financial Planner, Carla Smart. She will be joined by Mike McCoy, Director, Global Mobility at KPMG Switzerland, who is an experienced tax professional that specialises in cross border taxation between the UK and Switzerland.

Carla Smart

Pensions Manager & Chartered Financial Planner

Carla has spent over a decade helping expatriates to manage their finances effectively and has first hand experience of some of the challenges faced when living abroad. In particular, she has extensive knowledge of the interplay between the UK, French and Swiss systems, having lived and worked in each of these countries.

Mike McCoy

Director of Global Mobility, at KPMG

With over 16 years experience in global mobility, Mike's background includes connected tax and advisory projects, that include topics such as international pensions. He works closely with global companies on their workforce strategy and brings together a wide range of expertise in cross-border tax, legal and strategy.

Carla Smart

Pensions Manager & Chartered Financial Planner

Carla has spent over a decade helping expatriates to manage their finances effectively and has first hand experience of some of the challenges faced when living abroad. In particular, she has extensive knowledge of the interplay between the UK, French and Swiss systems, having lived and worked in each of these countries.

Mike McCoy

Director of Global Mobility, at KPMG

With over 16 years experience in global mobility, Mike's background includes connected tax and advisory projects, that include topics such as international pensions. He works closely with global companies on their workforce strategy and brings together a wide range of expertise in cross-border tax, legal and strategy.

Register Today!

Don't miss out on this exclusive webinar. Get your ticket today, to find out how to mitigate the tax you pay!

Register Now

Questions For The Speaker?

If you have any questions for the speakers that you want to send through ahead of time, please feel free to email them to:
webinars@skyboundwealth.com

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