Quilter International: Moving to United Kingdom?
20 October 2020|4:00 PM - 5:00 PM (Hong Kong Time)
Recent market uncertainty has led many clients to consider moving to (or back to) the UK. The majority of them are holding different assets across multiple jurisdictions. What should they be aware of, and what are the implications of holding the same assets whilst residing in a higher tax jurisdiction? Will the investment return you have gained for your clients be partially wiped out due to their tax treatment? Or even worse, will your clients walk off with your business by liquidating their assets under your management?
For this session, we cordially invite you to join Quilter International, who will share the implications of residing in the UK and how you can help your clients.
Jason was born in Gloucestershire and educated at the universities of Cardiff and Oxford. He has over 20 years’ experience in financial services in the UK and Hong Kong. He specializes in providing technical support on legacy planning, trust planning and pensions for expatriates and internationally mobile customers. He holds the CII’s Advanced Financial Planning Certificate, with specialist qualifications in pensions. He also holds the STEP Advanced Certificate in UK Tax for international clients.