Tax and Estate Planning specialists, Equiom Solutions, will hold a Seminar on the topic of Tax and Wealth Management.

The Seminar, held in association with wealth management firm Canaccord Genuity, will take place on Tuesday 20th January 2015 at the Palace Hotel and will continue the series of tax seminars hosted by Equiom Solutions (part of the international Equiom Group) on the Isle of Man and Jersey. 

The event is directed at Isle of Man resident individuals and their advisers and will focus on the complex issues surrounding tax and wealth management.

It will begin with an overview of tax planning for Isle of Man residents.  This will be followed by a summary of the tax issues faced by residents and the benefits of using Isle of Man companies.  Estate planning will also be discussed, as well as the outlook for financial markets and an overview of trust investment. 

The speaker line-up will include Equiom Solutions’ Managing Director John Nugent as well as Tax Directors Helen Woods, Phillip Dearden and Kevin Renshaw.  The Equiom team will be joined by Dermot Hamill and Richard Stanley from Canaccord Genuity.

John Nugent commented: “Tax planning is a highly complex topic.  The purpose of this Seminar is to touch on some of the most important issues to be considered in relation to structuring assets and planning for the future.  I’m delighted that the Equiom Solutions team will be joined by Dermott and Richard from Canaccord to provide delegates with a well rounded summary of tax and wealth management issues”.

Equiom Solutions offers tax and estate planning services to Isle of Man residents and businesses. The highly qualified and experienced team provides tax mitigation and estate planning advice and help with annual tax obligations to Isle of Man residents as well as outsourced tax compliance services for fiduciaries.  

For further information about the Seminar, or to book a place, please contact Jill Bennett on jillbennett@equiomgroup.com.

Photo - John Nugent.