I am an expat, based permanently in the Czech Republic, married with two children. I predominately deal in pension transfer ( fee based ) advice and trusts to IFA firms that deal with UK expats.
I am also looking to provide consultancy advice to accountancy and legal practices to assist them develop private client departments based on wealth protection, trusts and will planning. I also provide paraplanning services to IFAs.
Summary-
Experienced pension consultant.
Provide IFAs with either fee or commission based advice.
Specialise in; Inheritance Tax, Trusts and Holistic Financial Planning.
Whilst in the UK, I was an FSA registered pension transfer specialist and examiner at the Chartered Insurance Institute.
My previous colleague and I ran G60 ( pensions) and G10 ( taxation and trusts) courses for IFAs that were working towards AFPC/ Advanced Diploma qualifications.
Prior to arriving in the Czech Republic, I worked for an IFA arm of UHY Hacker Young Chartered Accountants.
Specialties: Pensions specialist. QROPS. Inheritance Tax and Trusts. Succession Planning. Hold G60 and K10/K20 (CII pension qualifications).
Follow my blog about my first 12 months in Bohemia here-
http://www.worldofexpats.com/blogs/lost-bohemia-part-2
I am also looking to provide consultancy advice to accountancy and legal practices to assist them develop private client departments based on wealth protection, trusts and will planning. I also provide paraplanning services to IFAs.
Summary-
Experienced pension consultant.
Provide IFAs with either fee or commission based advice.
Specialise in; Inheritance Tax, Trusts and Holistic Financial Planning.
Whilst in the UK, I was an FSA registered pension transfer specialist and examiner at the Chartered Insurance Institute.
My previous colleague and I ran G60 ( pensions) and G10 ( taxation and trusts) courses for IFAs that were working towards AFPC/ Advanced Diploma qualifications.
Prior to arriving in the Czech Republic, I worked for an IFA arm of UHY Hacker Young Chartered Accountants.
Specialties: Pensions specialist. QROPS. Inheritance Tax and Trusts. Succession Planning. Hold G60 and K10/K20 (CII pension qualifications).
Follow my blog about my first 12 months in Bohemia here-
http://www.worldofexpats.com/blogs/lost-bohemia-part-2