n 2020, Guernsey was the jurisdiction chosen to establish my own employee benefit and private client group,with threeother like-minded individuals, called The UAP Group. Subsequently, we completed our first acquisition, Concept Group, a well-respected Guernsey-based international pension and private client company, in October 2021. The Group currently has offices in London and Guernsey with plans to open in Spain, South Africa, and the US later this year. Through my role, I support the local industry group and sit on the technical ESG and marketing panels of the Guernsey Association of Pension Providers alongside being a member of the main committee. Having a personal interest, and being exposed to the US tax system myself, I recently developed a retirement plan that is more suited to US nationals working overseas and US-connected individuals. This pension plan is innovative and came about after several years of research working with key tax people in the US and overseas. The plan allows individuals to save for retirement and at the same time be free to change their country of residence and ultimately retire in the US or overseas. Clients can get all of this with the benefit of freedom of investment choice, which is often not available for this group of individuals. Often I get asked, why did we choose to base the UAP Group Finance Monthly. Bank i ng & F i nanc i a l Se r v i ce s 51
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