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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.

Other News

Income tax rise for British expats

moneyUnder new plans proposed by the Government, and included in Chancellor of the Exchequer Philip Hammond’s first Autumn Statement, British expatriates with offshore pensions will face a higher income tax rate.

The plans say that those with QROPS (qualifying registered overseas pension schemes) will be subject to the same tax treatment as those with UK pensions, meaning that they will pay 100 per cent instead of their current 90 per cent. There will also be further measures taken to make setting up a QROPS more complex in the future.

Read More

Yet another Corona post

BlacktowerOn one level or another we have all been affected by this virus. Some financially, some emotionally or physically. Thousands have lost their job or are on partial income, many are bound to stay home, have not seen loved ones in months; others have even lost family members or friends. 

Whatever your personal circumstances, we all have been affected mentally. 

Despite our best efforts to make use of this time to finally do everything we wanted to do, clear out the cellar, take care of the tax return, sort out those pensions, work out more or finally learn to cook, for many this has not happened. Why? 

Read More

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