Jack McVitie - Chief Executive - Edinburgh
Qualifications
MA (Hons) Philosophy, University of Glasgow
Chartered Insurance Institute:
- Financial Planning Certificate
- Advanced Financial Planning Certificate
- G20 Personal Financial Planning
- G60 Pensions
- K10 Retirement Options
- K20 Pension Investment Options
Experience
After graduation in 1986, Jack commenced working in financial services with Alexander Stenhouse Group as a Consultant. He was promoted to Manager and then Regional Director with the company.
Jack left in 1991 to become Managing Director of Bain Clarkson Financial Services, Scotland. He worked for Bain Clarkson and its successor organisation Hogg Robinson Financial Services Limited as Regional Director.
Jack is now Chief Executive of LEBC Group Ltd.
The focus of his experience and expertise is tax planning for private limited companies through the use of pensions, and tax and investment planning for high net worth individuals. Additionally, Jack is also skilled in providing advice to corporate clients on the architecture of their employee benefit packages.
Specialisation
Advising private companies and their directors on their assets, SSAS as driver with, tax and integrated cashflow management. Contrary views on IHT.
The FSA does not regulate all forms of tax planning.