PFS Isle of Man Spring Conference
On behalf of the PFS Isle of Man Regional Committee we would like to welcome you to join us for Spring Conference.
Agenda:
|
From |
To |
Company & Speaker |
Topic |
|
08:20 |
08:50 |
Welcome & Refreshments |
|
|
08:50 |
09:00 |
PFS Isle of Man – John Walker |
Chair’s Welcome |
|
09:00 |
09:35 |
Russell Collister – FIM Capital |
Global Market Update |
|
09:35 |
10:10 |
Neil Jones - Standard Life |
The 4-year FIG regime for UK returners |
|
10:10 |
10:45 |
John Batty – Boal & Co |
UK/IOM transfers and the OTC/OTA etc. |
|
10:45 |
11:00 |
Coffee Break & Networking |
|
|
11:00 |
11:10 |
PFS Isle of Man – committee |
Update of activity in the Isle of Man |
|
11:10 |
11:45 |
Caroline Jennings – Simcocks |
Property considerations/Estate planning |
|
11:45 |
12:30 |
TBC |
|
|
12:30 |
13:10 |
Sean Mills – Capital |
Diversification/What is “safe”? |
|
13:10 |
13:20 |
Closing Remarks / Conference Close |
|
|
13:20 |
14:00 |
Lunch & Networking |
|
Session delivered by Russell Collister - FIM Capital Limited
Topic: Global Markets Review and Update
Synopsis: The presentation will update delegates on the current issues facing global equity and fixed interest markets and what to expect over the balance of 2026. The presentation will cover equity and bond market performance as well as prevailing market themes (e.g. elections, budgets, geopolitical crises, etc.).
Session delivered by Neil Jones - Standard Life
Topic: Domicile to Residency - The new FIG regime
Synopsis: We will look at the UK’s new Foreign Income and Gains Regime. This will include the rules around residency and the impact when investors move to and from the UK, their exposure to UK inheritance tax and benefits of wrapped investments.
Venue