Navigating Personal International Tax Issues for Canadian Expats
Attendees will leave this session with valuable tips and advice on personal tax and wealth management issues including:
· Financial and tax planning for Canadian expatriates, either departing Canada or arriving in the UK
· Canadian residency for tax purposes
· Canadian and UK filing requirements
· Pension and retirement planning
· Ownership, sale and rental of property in Canada and the UK
· Questions about other expatriate financial planning and tax issues will be answered
Ernie Nagratha is a Canadian Chartered Professional Accountant, specializing in expatriate taxation as it relates to Canadians living and working around the world.
Ernie joined Trowbridge Professional Corporation as a founding partner shortly after its inception in 2002 to build the firm’s expatriate tax services practice. As a former expat living and working abroad, Ernie’s real-life knowledge combined with his in-depth tax expertise has resulted in a growing international client base. Ernie shares his love of business and helping people when he travels the globe speaking to Canadian expats on how to navigate the often complex world of international tax.
Ernie has completed levels I and II of the Canadian Institute of Chartered Accountants In-depth Taxation Program and is a current member of the Institute of Chartered Accountants of Ontario. Ernie graduated with his Bachelor of Business Administration from the Schulich School of Business, York University, Toronto.
Ted Wilson’s career started with five years as a corporate and securities solicitor in Canada, before he moved to the UK to work as an investment banker in the City for seven years. Following a stint abroad as a financial journalist and entrepreneur, he then joined a wealth management business consultancy for four years before becoming a Partner of St. James's Place Wealth Management. Ted says: ‘professional experience and qualifications, as well as the resources available through my association with St. James's Place, mean that I am the ideal adviser on all areas of financial planning and wealth management’.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Edward is not licensed to provide advice in Canada, nor to any individuals classed as resident in Canada