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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
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Authored by Peter

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QROPS Pension Transfer: A Guide for British Expats