Group Technical Director
With over 37 years of experience in financial services in the UK, UAE, and Singapore. Having worked for two of the largest global financial services providers for most of his career, Peter has a vast knowledge of the global financial services market and cross-border tax and trust planning.
As a UK-qualified level 6 pension transfer specialist, he has worked with both solicitors and barristers on complex “pension and divorce” cases, and helping clients with complex pension planning.
One of Peter’s key skill sets is helping clients repatriating or moving to another country, and protecting their accumulated wealth from unnecessary taxes, ensuring their wealth passes to the right people at the right time.
Areas of Expertise
• Pension Analysis, Advice, Management
• 401K Analysis, Advice, Management
• Superannuation Analysis, Advice, Management
• Retirement Planning
• Pension Planning
• Lifetime Allowance Planning
• Inheritance Tax Planning
• Succession Planning
• Tax Planning
• Tax Structuring
• Tax Advice
• Wealth Management
• Insurance & Family Protection
• High Net Worth & Ultra High Net Worth
• Private Client Wealth and Estate Planning
Qualifications & Awards
Chartered Insurance Institute UK
Diploma in Financial Services
Regions Covered