Qualifications

• ACII - Associate of the Chartered Insurance Institute
• FTII - Fellow of the Institute of Taxation
• TEP - Trusts and Estates Practitioner
• LL.B (Hons) - Law

Role

• Tony`s consultancy work encompasses the design and implementation of technical tax and legal and marketing solutions and strategies for product providers and advisers in the insurance, investment and pensions markets. His strategic work involves market assessment and developing sales, products, professional development and strategies for insurance companies, banks and fund management groups. He advises businesses both in and outside the UK. Tony is responsible for designing content for Techlink
• Tony regularly contributes articles on tax planning to various journals as well as making guest attendances as a speaker at various financial services, tax and trust conferences so as to promote and develop the business` brands.