Tax and Estate Planning Specialists, Equiom Solutions Limited, recently held a Tax and Wealth Management Seminar for local residents and their advisers.
The Seminar, which took place on Tuesday 20th January at the Palace Hotel in Douglas, was attended by 140 delegates, including individuals and representatives from the legal, property and finance sectors.
The speaker line up included Equiom Solutions Limited Managing Director, John Nugent, and Tax Directors, Phillip Dearden, Helen Woods and Kevin Renshaw. They were joined by guest speakers, Dermot Hamill, Head of Wealth Management, and Richard Stanley, Investment Director, from Canaccord Genuity.
John Nugent commented: “This is an annual event for Equiom and as usual we had a full house. We were delighted to receive such positive feedback from delegates regarding the content and format of the Seminar and in response our plan is to keep the momentum going with future events of this nature. I would like to extend my thanks to Dermot and Richard from Canaccord Genuity for contributing their investment management expertise to make this a well-rounded, informative event for local residents and their advisers”.
The event was opened and chaired by Phillip Dearden, who introduced the panel and gave an overview of the topics to be discussed.
John Nugent began proceedings with an overview of tax planning for Isle of Man Residents. His presentation addressed the key elements to consider when planning an individual’s tax affairs.
Helen Woods addressed the topics of residence and domicile, with a particular reference to the new UK residence rules and Kevin Renshaw reviewed how Isle of Man companies can be used to hold stocks and shares for investment portfolios. These topics were tied together with an overview of the importance of carefully structured estate planning for Isle of Man resident and domiciled individuals, presented by Phillip Dearden.
Guest speakers Richard Stanley and Dermot Hamill from Canaccord Genuity provided a review of the outlook for financial markets and an overview of investment strategy.
The event generated much debate by the audience and was closed by John Nugent, following a number of questions from the floor.
Equiom Solutions provides tax and estate planning services for individuals, trusts and companies. If you would like to register your interest to attend the next Equiom Solutions Seminar, please contact Jill Bennett on jillbennett@equiomgroup.com.
Photo - The speaker panel (L-R: Phillip Dearden, John Nugent, Helen Woods, Kevin Renshaw, Richard Stanley, Dermot Hamill).
