Wealth Tax seems unavoidable now for the UHNWs. With Cayman Islands and BVI no longer a draw due to Common Reporting Standard, how will Financial Advisers, Private Bankers, evolve and assist their clients in this area of ‘Tax Planning’?
#WealthTax #UltraHighNetWorthProblems #KelvinKhoo
26 years and still counting, as a Personal Wealth Manager and part of the inaugural batch of Prestige Elite Advisors from AIA Affluent & High Net Worth Division, the certifications and accreditations have equipped me with the ability to partner Law Firms, Tax, Trust and Immigration Advisory Companies to offer their services to my clients.