Vantage Wealth Leads the Way for Pension Transfers
201807.20
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Vantage Wealth Leads the Way for Pension Transfers

Vantage Wealth are delighted to announce that Paul Alker has passed the highest level of exam in pension transfers – “Level 6 Qualification in Pension Transfers” – as set by the Chartered Insurance Institute. Paul is the first practicing qualified financial advisor in Jersey to secure this qualification. The Chartered Insurance Institute developed this new…

Vantage Wealth appoints new Wealth Manager
201709.19
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Vantage Wealth appoints new Wealth Manager

Yvonne Taylor has joined Vantage Wealth, the Vantage group’s independent financial advisory business, as a Wealth Manager providing advice to both private and corporate clients. Yvonne is an experienced financial advisor having worked in the sector in both the UK and Jersey for in excess of 30 years offering pension, investment and protection advice. She…

Vantage event highlights implications of proposed non-dom reforms
201610.21
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Vantage event highlights implications of proposed non-dom reforms

Trustees and other financial professionals need to review the position for any UK resident non-domiciled clients and consider alternative planning options in the light of the proposed reforms to the non-dom rules. This was the clear message from a professional seminar hosted by Vantage Wealth at the Royal Yacht Hotel on 19th October 2016. The…

Seminar: IHT, “Non-Doms” and UK Residential Property
201609.07
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Seminar: IHT, “Non-Doms” and UK Residential Property

Vantage will be holding a seminar highlighting developments for Jersey residents and trustees in respect of the recent consultation relating to the “non-dom” reforms with reference to Inheritance Tax (“IHT”) and UK residential property structures. This seminar will cover the main risks and issues with regards to the consequences of the many changes which will…

Brexit – “As the dust settles”…
201606.27
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Brexit – “As the dust settles”…

…or similar, has to win the award for the most used saying after reading over 20 press releases from investment managers and various articles from financial press and media over the weekend. We have had a number of clients contact us over the last couple of days wondering how the unexpected result of a leave…