09/06/2020 12:00 - 13:00
This webinar is part of a series of WealthCare sessions ICAEW’s Personal Financial Planning (PFP) Community and its content partners is delivering to help members manage their personal financial affairs during these extraordinary times.
In part one, John Gaskell, ICAEW Head of Personal Financial Planning, interviews industry experts Kate Faulkner and Jatin Patel on the implications Covid-19 may have for first-time buyers and those that are looking to step-up or step-down the property ladder.
Look out for the next two parts in the series where John and the speakers discuss the implications that Covid-19 may have for residential landlords and renters, and lifetime mortgages.
Covid-19 WealthCare Update: Property series Part IIMortgages for second steppers, self employed/partners and retirement
01 July 2020
Covid-19 WealthCare Update: Property advice series Part IIILandlords and renters
Jatin Patel, Founding Partner, Kinnison LimitedJatin is a Chartered Accountant and Chartered Tax Adviser. After leaving KPMG in 1998 he spent 12 years at Citibank Group as a Tax Director, working within the Private Bank on tax and wealth structuring for the bank’s UHNW and international clients. During his time at Citibank Jatin developed tax eﬃcient cross-border debt ﬁnancing and real estate fund structures for UHNW clients. In 2010, Jatin moved to UBS as an Executive Director within Wealth Management, working in the Wealth Planning team. He specialised in tax and wealth structuring for the bank’s HNW/UHNW and worked closely with onshore and offshore trustees. Jatin is a co-founder of Kinnison and has significant experience working with clients’ tax advisers (Kinnison does not provide specific tax advice).
Kate FaulknerKate is one of the UK’s leading property experts. She is passionate that most of the problems in the residential property market can be solved if the media, industry and government worked together to educate consumers on how to carry out property projects. To aid this, Kate has set up a free consumer education site Propertychecklists and working groups for Home Buying and Selling and The Lettings Industry Council which are attended by MHCLG.
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