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 two, Jatin Patel provides an update on the mortgage market as it currently stands and how it has been impacted by COVID-19. He also considers issues and suggests guidance for existing borrowers when reviewing their borrowing arrangements.
Look out for part three coming soon and book your place for part one now.
Covid-19 WealthCare Update: Property advice series Part IStepping-on and stepping-up the property ladder
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).
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