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Spotlight On … Karen Ogilvie – Head of Compliance

What is your special interest or particular field of expertise in the financial services sector right now?

Compliance and Risk is my main focus, keeping at the forefront of industry developments and legislation.

What is the most important aspect of your work, in relation to clients, or the part of your day-to-day role which gives you the most satisfaction?

Maintaining high professional standards and best practices, ensuring we keep the best interests of the client at the heart of what we do.

What’s special about working at Blacktower?

The amazing team and what the Blacktower brand represents.   There is a shared ethos of integrity, professionalism and passion for what we do.

Right now, what is your one piece of invaluable information for expats or anyone seeking retirement planning and wealth management advice?

It’s never too early or too late to seek advice.  Research any firms prior to dealing with them to look at their regulatory status and reputation.

Blacktower already has a long and successful history in the sector, how will you and your colleagues continue to offer value to clients in the next 20 years and beyond?

Keeping our finger on the pulse and being at the forefront of industry development, best practices and innovative solutions.

Tell us an interesting fact about yourself.

I love rock n roll.  I was a drummer in a heavy metal band and hosted the late night rock show for a local radio station.

This communication is for informational purposes only and is not intended to constitute, and should not be construed as, investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, we are not responsible for any errors or omissions.

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Blacktower sponsored NORCECA beach volleyball tournament

Blacktower’s Regional Manager for Cayman Brandon S Ure was lucky enough to attend the 2016 NORCECA (the North, Central America and Caribbean Volleyball Confederation) Beach Volleyball Tournament at Grand Cayman’s beautiful seven mile public beach. The event – of which Blacktower Financial Management was a sponsors – involved 15 countries in male and female divisions; teams from Belize, Canada, Costa Rica, Curacao, El Salvador, Guadeloupe, Honduras, Jamaica, Mexico, Nicaragua, St. Kitts, Trinadad and Tobago, USA and the Virgin Islands all competed. 

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Moving to Portugal – Important matters to consider

InvestPortugal offers an attractive regime of taxation to European Nationals considering a move here.

The regime is entitled (NHR) which stands for Non-Habitual Residents. Uncommon with other EU nations, a flat rate of taxation at 20% is applied to income derived in Portugal and a near total exemption for international income. For most European nationals, the NHR regime offers a simple and efficient residency programme.

The absence of wealth, inheritance and gift tax, coupled with a residency permit which allows free movement within the Schengen area, makes NHR extremely popular.

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