Peter Winder, Dip Pfs

Group Technical Director

With over 37 years of experience in financial services in the UK, UAE, and Singapore. Having worked for two of the largest global financial services providers for most of his career, Peter has a vast knowledge of the global financial services market and cross-border tax and trust planning.

As a UK-qualified level 6 pension transfer specialist, he has worked with both solicitors and barristers on complex “pension and divorce” cases, and helping clients with complex pension planning.

One of Peter’s key skill sets is helping clients repatriating or moving to another country, and protecting their accumulated wealth from unnecessary taxes, ensuring their wealth passes to the right people at the right time.

Areas of Expertise

Pension Analysis, Advice, Management

401K Analysis, Advice, Management

Superannuation Analysis, Advice, Management

Retirement Planning

Pension Planning

Lifetime Allowance Planning

Inheritance Tax Planning

Succession Planning

Tax Planning

Tax Structuring

Tax Advice

Wealth Management

Insurance & Family Protection

High Net Worth & Ultra High Net Worth

Private Client Wealth and Estate Planning

Qualifications & Awards

Chartered Insurance Institute UK

Diploma in Financial Services

Regions Covered

  • Worldwide

Authored by Peter