Pension Strategies for High-Net-Worth Clients: Navigating International Jurisdictions and Tax Efficiency
This webinar forms part of the 2025 Pensions Series.
Description
This webinar will provide insights into crafting bespoke pension strategies for high-net-worth clients with complex international profiles. Attendees will learn how to navigate multi-jurisdictional challenges, including tax efficiency and compliance in various legal contexts, and will explore methods for enhancing pension plan structures to align with clients’ long-term wealth goals.
This webinar provides one-hour of CPD and offers insights and updates from a leading industry-expert speaker.
Delegates places are interchangeable with colleagues from the same organisation.
Content
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Tax implications across jurisdictions
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Structuring pensions for international compliance
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Maximising tax efficiency for high-net-worth clients
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Developing bespoke pension strategies
Presenter
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Gordon Bennie Chief Executive Officer of Concentric Group |
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Gordon is the Chief Executive and co-founder of Concentric Group, overseeing the Jersey and Guernsey investment analysis and advice activities from the Jersey HQ. Gordon’s career path began in advisory practices in Jersey, where he honed his expertise before joining Enhance Group. During this 6-year tenure, Gordon engineered the service offering we know within Concentric as “Strategic” and served as Managing Director of Enhance Wealth Consultancy, overseeing a team of investment consultants. Gordon was also a Director of the London business and has extensive experience of multi-jurisdictional regulatory processes establishing the international regulated profile for the business, which during his tenure had offices in London, Gibraltar, Cayman, Switzerland and Singapore. At Concentric, Gordon holds several Board positions, leads various teams and has overall responsibility for the management and strategic direction of the Group businesses. His leadership is instrumental in guiding the firm’s operations and maintaining its high standards of client service. In addition to his executive duties, Gordon manages a portfolio of ultra-high-net-worth clients, leveraging his extensive experience of over 23 years in financial services. |