The final part of our personal finance series hosted by Halo Financial and joined by an expert panel to help understand the UK property market, navigate tax obligations, explore ways to purchase using funds from New Zealand and other implications for kiwis living in the UK managing properties.

Buying and selling property, whether you're looking for a rental investment or a new home is a daunting task, even more so when you're doing it in another country and need to consider your long term plans including whether you are considering relocating home to New Zealand in the future.

Already own property in New Zealand and looking to purchase a second property in the UK? Wanting to keep property here but relocating back to New Zealand? We cover your tax implications and ways to best manage your funds in all scenarios.

There is a lot of information out there on buying and selling property - this Masterclass gives a specific insight into navigating that information as a kiwi.

In this Member Masterclass we explore:

• State of the London and home counties property market for 2021
• Stamp Duty Land Tax
• Tax implications of buying or owning rental properties for kiwis
• What it means for you if you already own property in NZ
• Options for using KiwiSaver (or other NZ funds) to purchase in the UK
• Capital Gains Tax - your varying obligations as a resident or non-resident
• How to manage large money transfers between NZ and the UK for property purchases

This Masterclass in the final part of our three-part personal finance series hosted by Halo Financial.

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About Halo Financial

Geraldine Collett was a founding member of NZBWN who contributed at inception to our network working with our Founder Bronwen Horton at ANZ London when the idea of the Network was developed and launched. With a passion for building collaborative, long-lasting relationships, Geraldine has built a wide network over the years and worked mostly within the Financial Services space specialising in the Migration, Expat and Relocation sector. She joined Halo Financial officially in May 2019.

You can read more about Halo Financial on their website, LinkedIn or Facebook.

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OUR PANEL OF EXPERTS

Rachel Sestini of Sestini & Co - Rachel owns Sestini & Co, a tax and accountancy practice based in the UK, focusing on internationally-mobile private clients and entrepreneurs. The firm was established in 2013. Prior to setting up her own practice, Rachel worked with PwC and Coutts & Co in London.

She has 30 years’ experience of advising expats and multi-national companies on international filing requirements and now work alongside boutique tax advisers around the world to provide a joined-up tax planning and compliance service. Key jurisdictions they work with include the US, Canada, Australia, New Zealand, South Africa and a number of countries across Europe.

Chris Heffernan of iSelect - Chris is a UK Chartered Tax Adviser, a Fellow of the UK Association of Taxation Technicians, and has the UK financial services qualification, Cert(PFS). He is a member of the UK Personal Finance Society (part of the Chartered Insurance institute) and Financial Advice New Zealand. He has been a practising tax adviser since the early 1980s and involved in the financial services profession since the late 1980s. He practised in the UK for 21 years before moving to New Zealand in 2003 and has since practised here in the UK and New Zealand taxation and financial services.

Jenna Daniel of Berkeley & Woods - Jenna started her real estate career from the ground up in New Zealand and Australia, working for some of the highest real estate achievers in the country. Moving to London in 2009, she furthered her experience in property management, lettings, sales and acquisitions. Jenna became the most successful agent for a busy high street brand and gained a wealth of knowledge in the London market. It was during this time, she believed the real estate industry needed a shake up and that is when she started her own estate agency in 2012, Berkeley & Woods. With a focus on prime central London, Berkeley & Woods offer their clients a more personal bespoke service, opposed to the typical high street Agent.

Craig Daniel of Westbridge Construction - Craig’s experience in construction and property development dates back to 1997 in New Zealand and after moving to London, he started his own business in 2008. His clients properties are prime central London focused with high net-worth individuals, where his own property developments are mostly South-West London. From full gut and refurbishments on some of London’s most expensive streets, to converting a period building into several flats for sale in Battersea. Craig’s current project is a new build project in Tooting of 9 apartments to be sold on or added to his existing rental portfolio. Throughout his property development career, Craig has explored different structures to buy property such as option agreements, SPVs, and the advantages and disadvantages of both.

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Pricing Update:

A reminder of our Pricing Update for 2021 which is reflected in the ticket options available for this event.

During 2020, we charged a small fee that would allow you to attend an unlimited number of Masterclasses.

Following their continued success and much to our surprise, the Masterclasses are continuing into 2021, and we need to make sure they are sustainable and high quality. We will be charging a new, one-off fee for the first half of 2021 which means we can continue to deliver the events you want.

Purchase an unlimited Masterclass pass for £5.98 and attend as many Masterclasses you wish January - June 2021.

If you are did not attend the ‘Unlock tools to manage change' Masterclass on 6 January or the 'Understanding your pension' Masterclass on 20 January you will need to pay the one-off unlimited Masterclass fee (£5.98) when registering for this event.

NZBWN Masterclass Series:

New Zealand Business Women's Network based in London aims to connect and support Kiwi women.

Through the Masterclass series of events, members will be sharing their expertise and tips to fellow members.

To learn more and join this wonderful network, see: nzwomen.co.uk