On the 27th November we were delighted to sponsor and present at an evening event at Quebec House in London, hosted by the Canada-UK Chamber of Commerce. The session brought together Canadians living in the UK for practical insights into foreign exchange, financial planning, and tax considerations, three areas that can have a major impact when moving countries. 

Our presentation focused on the financial planning opportunities available to Canadians as they settle in the UK, as well as the key considerations when preparing to move back to Canada. From tax-efficient investment structures to pension planning, our goal was to highlight the strategies that can help individuals maximise the growth of their investments and avoid paying any unnecessary tax while doing so. 

We were pleased to complement the other two expert presentations of the evening, one of which explored managing currency risk while the other covered UK-Canada tax requirements and ways to avoid common pitfalls. 

It was an engaging event with thoughtful questions, real-world challenges, and a great sense of community among Canadian professionals in the UK. We’re grateful to the Canada-UK Chamber of Commerce for hosting and look forward to their future events.