Simon has been in financial services since 1998, working in a variety of roles. He is currently the Head of UK Technical Services, leading a core team that provides technical assistance on trust and tax related matters to both internal and external customers. He also provides support to the business with regards to regulatory requirements that touch tax reporting, such as chargeable event reporting and the CRS/FATCA. Simon is the current chair of the Isle of Man Insurance Association (IOMIA) technical sub-committee.
Qualifications
› ATT (Association of Tax Technicians)
› Chartered Financial Planner
› APFS (Advanced Diploma in Financial Planning)
› TEP (Trust and Estate Practitioner – STEP).