Planning your Retirement Requirements and Optimising your Tax Position


‘Planning your Retirement Requirements and Optimising your Tax Position’

Wednesday 1st December 2021 @ 11.30am

A subject matter that benefits from the expertise and collaboration of two types of service providers, Wealth Managers and Accountants. Therefore, for this webinar, we invited Prem Shergill from GWM and Marina Trinchese from Rayner Essex to our expert panel to take you through the key considerations when you are planning for your retirement and how this can be done tax efficiently.

Prem and Marina discussed:

  • The latest Budget and what this means for your pension
  • Pension types and ways to draw your pension
  • Pensions & Inheritance Tax
  • How to optimise your Tax position
  • Things to be aware of if you plan to live abroad once retired
  • Paying tax once retired
  • Exiting your business and utilising relief options available
  • Planning for your families future

The presentation ran for 35 minutes with  5 minutes for questions at the end.

Planning your Retirement Requirements and Optimising your Tax Position Webinar

Watch the video
Watch the video


Prem Shergill

Financial Planner

Prem is an experienced Diploma Qualified Financial Adviser and joined Grosvenor Wealth Management in November 2017. She reviews clients financial plans to ensure that they are meeting their needs whether it be protection, investment, or pensions.

Prem focuses on building trusted and lasting relationships and works closely with the client to help them to plan for their future in the most tax efficient way to help achieve their long-term goals

Prem Shergill

Marina Trinchese

Executive Manager – Tax

Marina trained and qualified in the private client sector, starting her career in a mid-size firm and then moving to a “Big 4” accountancy firm.

She advises on all areas of private client tax, and is a member of the ATT and CIOT.

Marina’s role is predominantly advisory whether working directly with clients or supporting the Partners and wider team in technical aspects of complex tax matters.

Marina Trinchese

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