Conference Call with Dominic Wheatley

We recently held a conference call hosted by Dominic Wheatley, Chief Executive of Guernsey Finance.

The call focused on:

  • The new pension regulations in Guernsey and why it is important
  • The advantages and benefits of the new pension regulations
  • Guernsey PLC and its strategic position on pension provision and the backing it is receiving from the Island
  • Guernsey as a Blue Chip Financial Centre and its position from a global compliance perspective
  • Why clients should use Guernsey

To listen to the conference call, click here.

Read more

SENTINEL Conference Call

During one of our recent conference calls we discussed our International Preservation Fund SENTINEL, areas covered on the call were:

  • What is SENTINEL and its key features
  • Who should use it and why?
  • How it will benefit the client     
  • How to access SENTINEL
  • What is the difference between SENTINEL and OPES?

To listen to the call please click here.

ACCESS Conference Call

During one of our recent conference calls we discussed our new Product Option ACCESS, areas covered on the call were:

  • Why Choose ACCESS?
  • How ACCESS Works
  • The ACCESS Charging Structure
  • How you access ACCESS
  • Key Features and Benefits of ACCESS

To listen to the call please click here.

Davis Tax Committee

The Davis Tax Committee (DTC) paper on Estate Duty is a set of recommendations to Treasury for consideration only. In respect of Offshore Retirement Plans the recommendations extend to a future review of the market rather than any actual recommendations. 

We recently held a conference call to discuss the above and other considerations. Presenting on the call were OTAP's co founder, Rex Cowley along with our guest Martie Foster of the Corporate Law Alliance, who specialises in corporate tax.

To listen to the call please click here.

Read more

OPES Spain Conference Call

During one of our recent conference calls we discussed OPES Spain, areas covered on the call were:

  • Background and Development of OPES Spain
  • Key Features
  • Tax treatment of the plan and client succession opportunities
  • Target Market

To listen to the call please click here.