UK Tax Workshop: Inheritance Tax and Succession Planning [Showcase Session]

  • When:
    Thursday, 28 November 2019, 6:30pm - 8:30pm
  • Where:
    Houston Meeting Room, ATLAS Workplace, 3F, Shanghai Agile International Plaza (Please enter from the Marriott Hotel City Centre and take the hotel lift to 3rd floor), 休斯顿会议室,寰图办公空间,雅居乐国际广场三楼 (从雅居乐万豪酒店进入并乘坐酒店直梯至三楼)
    No. 525 Xizang Middle Road, Shanghai
    上海西藏中路525号
  • Price:
    Free of charge. This event is open to both members and non-members.

There are countless reasons why it can be tempting not to think about Inheritance Tax and to consider it a problem for another day. Living far from the UK and hopefully being in good health, can mean that we are more focused on growing our wealth rather than planning to protect it on death. Find out more about how you can plan ahead at this workshop. This educational session will cover a number of key considerations including:

  • Implications of your Domicile if you decide to retire overseas
  • Implications of your Domicile if you decide to return to the UK 
  • An overview of the UK Inheritance Tax regime 
  • Inheritance Tax reliefs and possible planning solutions
  • Use of Trusts for succession planning

Rundown
6.30-7.00pm Registration and Networking
7.00-7.05pm Opening Introduction
7.05-8.00pm Workshop and Q&A
8.00-8.30pm Networking 

Generations 

Exploratory one-to-one consultations with the Fry Group are available in Shanghai on 28 and 29 November. Please email Aria Wang to book a session if you are interested. 

About the Fry Group

Fry_Logo

The Fry Group offer a holistic financial planning service – guiding on investments, UK tax planning and mitigation and retirement planning as well as wills, trusts and estate planning. We are a British firm that specialises in helping British expatriates. What makes us different is how we work with our clients. We build long term relationships based upon trust and transparency. Our advisers are experts, they’re focused on understanding client’s individual needs and simplifying all aspects of financial planning.

<Showcase Session> is a service that the Chamber is offering to business members. Through the <Showcase Session>, member companies will have the opportunity to introduce and promote their services and products to interested British Chamber Shanghai members and non-members. Please contact click here for more details. 

Speaker Introduction

Stephanie Chan

Tax Manager, The Fry Group Hong Kong

Stephanie Chan joined The Fry Group as UK Tax Consultant for the Hong Kong Office in September 2017 from Deloitte (London). As well as being a member of the Association of Taxation Technicians (ATT), Stephanie also has a Certificate of Finance, Accounting and Business (ICAEW CFAB) She provides UK tax advice for British expatriate clients across the Asia Pacific region.

Alexandre Neyrinck

Financial Planner, The Fry Group Hong Kong

Alexandre Neyrinck is a UK qualified adviser and is licensed under the Hong Kong Securities and Futures Commission. Alexandre manages client relationships in Hong Kong as well as in China and Taiwan. He previously worked in Shanghai and has lived in over four different countries and speaks multiple languages.

Event contact

Aria Wang
+862162185022
aria.wang@britishchambershanghai.org