Peregrine was delighted to have been invited to sit on the panel of the PCD Club’s Pensions and Estate Planning webinar which took place on Wednesday 11th November via Zoom.
Discussing the latest trends from the UK and International Pensions arena and its interaction with Estate Planning in the UK, the panel covered a variety of considerations for advisors in tax, law, wealth management and wealth structuring.
Peregrine director, Martin Hall who has extensive knowledge in the pensions industry, was excited to join webinar host David Bell and a selection of other industry professionals on the panel, including Rachael de Souza from RSM, Rob Hodgson from Cazenove and Peter Sayers from Strabens Hall.
Once the panel session had concluded, small groups were put into various Breakout Rooms which enabled the discussion to expand and carry on between the panellists and other members.
“I’d like to thank David again for inviting me to sit on the panel,” enthused Martin. “These kind of events are allowing us to continue discussing and learning key topics while we can’t meet in person. The webinar provided a great insight into the importance of pensions when considering clients estate planning options both in the UK and Internationally, and I hope that everyone who attended enjoyed the various discussions. The Isle of Man plays a key part in the industry so if anyone has any questions then please feel free to get in touch.”
“It was great to have Martin involved in the webinar,” said David Bell, Founder of PCD Club. “The panellists were from a variety of industry backgrounds so it allowed us to generate some interesting discussions. Thanks for taking part!”
If you would like to attend future PCD webinars, please go to pcd.club and look on the events page.