Speaker:
Jason Pearce, Head of Technical Sales, Hong Kong & North East Asia, Quilter International
Recent market uncertainty has led many people to consider moving to (or back to) the UK.
You might hold different assets across multiple jurisdictions. What should you be aware of, and what are the implications of holding the same assets whilst residing in a higher tax jurisdiction? Will the investment returns you have gained be partially wiped out due to the tax treatment?
During this webinar, Quilter International will share the implications of residing in the UK and how you can better manage your wealth.
Details on how to join will be sent via email by 5pm the day before the webinar.
About the speaker
Jason was born in Gloucestershire and educated at the universities of Cardiff and Oxford. He has worked in financial services for over 20 years, beginning at Legal & General where he worked with IFAs in Central London. He then trained as a pension specialist with Axa, Sun Life, working with employee benefit consultants and national IFAs. He has joined Quilter International close to 20 years. He first started with Skandia in 2003 and then the company rebranded to Old Mutual International in 2014 and Quilter International in 2020.
He holds the Chartered Insurance Institute’s Advanced Financial Planning Certificate with specialist qualifications in UK personal & corporate pensions. He also holds the STEP Advanced Certificate in UK Tax for international clients. Jason specialises in providing technical support on pensions, trust planning and legacy planning for expatriates and internationally mobile clients.
Pricing
- Member: HK$140
- Non-Member: HK$250
Terms & Conditions
- Reservations in advance are required. Please consider your booking confirmed unless notified otherwise.
- Cancellations must be made in writing 24 hours prior to the event. No shows will be charged.
- This event is closed to the media.
- The event will be cancelled if the No.8 Typhoon signal or the Black Rain Storm warning is in force.
- By attending this event, you agree to be photographed and/or filmed and give permission to use your likeness in promotional and/or marketing materials.
- For further information please email [email protected]
- All payments for this event need to be settled by credit card through PayPal. Please note you do not need a PayPal account to complete payment.