Upcoming Events

The Canada-UK Chamber of Commerce cordially invites you to a networking event

Tax and Financial Planning Evening

with guest speakers

   newspeakers

Edward J O Wilson    Principal, Wilson Wealth  Advisory
Peter Megoudis   Director, Expatriate Tax, Trowbridge Professional Corporation

Thursday 8 March 2018

Quebec Government Office in London
59 Pall Mall, London SW1Y 5JH
 

This event will include:

  • Canadian residency for tax purposes & Canadian filing and reporting requirements

  • Financial and Tax planning for Canadian expats, either departing Canada or arriving in Canada

  • Ownership of property in Canada & the tax implications for Canadian non-residents.

  • Tax implications for the ownership of investments in Canada & abroad for Canadian non-residents

  • Tax implications of moving back or to Canada and the implications of having assets in the UK

  • Questions about other expatriate financial planning and tax issues will be answered

 

18:00 - 18:40     Welcome drinks & registration
18:40 - 19:30   Presentations & Q&A
19:30 - 20:30     Networking 
 
 

Members: Free                                                             Non Members: £25 inc VAT

oct10taxeventsponsors
 


Speakers

TedWilsonphoto

Edward J O Wilson 
Principal
Wilson 
Wealth Advisory
This email address is being protected from spambots. You need JavaScript enabled to view it.
 
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 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 title ‘Partner Practice’ is the marketing term 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.

 

 
 peter2
Peter Megoudis
Director, Expatriate Tax
Trowbridge Professional Corporation
 
Peter provides a wide variety of cross-border (US and Canadian) tax services, including advising High Net Worth clients on corporate, trust, and personal structuring of their businesses, trust and estate planning, and trust and personal tax filings and compliance. He also advises individuals on tax planning and compliance implications of leaving or entering Canada, or expatriating from, or leaving, the US; as well as assisting them in US or Canadian Voluntary Disclosure applications. 

As well, he consults with both companies and executives on designing deferred compensation plans, and determining compliance with US and Canadian compensation rules. 

He has over 20 years of experience in the cross border tax field, has published extensively on both HWN and compensation areas, and has presented in all sorts of forums (including BNN, STEP, the LSUC, and Federated Press).

 

Event Properties

Event Date: 08 March 2018, 18.00
Event End Date: 08 March 2018, 20.30
Members Price Free
Non Members Price £25 inc VAT
Location Quebec House

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