Investment accounts
Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Tax can be a daunting yet necessary element of relocation to another country. UK tax, in particular, is a complicated matter. In this workshop, we will cover key principles and elements of the UK tax and regulation, and discuss how to allocate your assets globally, structure your investments and pass on your wealth efficiently.
Our speakers, Winnie Cao from Blick Rothenberg, and Nancy Chien from Bedell Cristin, will share their insights and cover multiple nuances of onshore and offshore private wealth structuring, including the use of trusts and foundations.
