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Tax Factors for HNWIs

About This Course

This half a day course provides a perspective of how wealth management is about protecting, growing and stewarding personal wealth into future generations of the individual’s family and the tax impact on the various strategies and vehicles that are often used by high net worth or ultra high net worth individuals to effectively preserve and enhance their wealth.

Who Should Attend

  • Private Bankers
  • Relationship Managers
  • Wealth Advisers
  • Client on-boarding Specialists

Learning Outcomes

  • Introduce and highlight some of the common tax issues faced in wealth management
  • Understand the tax factors that affect high net worth and ultra-high net worth individuals at length on
  • Be aware of the various wealth preservation strategies and its’ tax impact
  • Be updated on global tax environment

Introduction

  • Common tax issues faced in wealth management industry

Tax Factors that affect individuals

  • The 3 main tax considerations - Domicile, Nationality and Residence
  • The tests for Residence with case studies support
  • Other tax considerations and commissions made under OECD recommendations and tax authorities

Strategies and Vehicles adopted for wealth preservation and management

  • Introduction of the various approaches to wealth management planning
  • Tax considerations and impact on the various approaches and strategies
  • Case studies support

Global Tax Environment

  • Highlights of current global tax development
  • Tax issues relating to OECD BEPS development and CRS
  • The exchange of information and tax transparency issues

Khyron Goh

CA, FCCA, SIATP

Khyron Goh (Kai) is the co-founder of Kaiden Group. He heads the Tax and Anti-Money Laundering cum Counter-Financing of Terrorism (AML/CFT) compliance department. He specializes in tax advisory for the high net-worth individuals and tax planning in Southeast Asia region for over 10 years. He also advises on the AML/CFT and CRS compliance for banks and corporate clients.

Kai started out as an Auditor at Ernst and Young before he joined a Trust Company as part of a senior management team where he headed three areas for high net worth clients in Accounting, Tax and Compliance. During his tenure, he developed a holistic range of accounting and tax services, to cater to his clients’ needs.

Kai has a passion for education and has more than 15 years of experience in imparting knowledge in the areas of tax and compliance. His previous teaching experience includes lecturing international professional accounting programs. He has also lectured UK tax for the University of Bedfordshire. Kai was also previously a lead lecturer at SAISCA (The Singapore Association of the Institute of Chartered Secretaries and Administrators), teaching Singapore Taxation for its ISCA Professional Qualification.

Currently, Kai is a very much sought after speaker by many private banks and various other private wealth institutions. Being an actual practitioner, he is able to utilize up-to-date actual case studies in his delivery to his audience.

Kai holds a degree in Applied Accounting, diploma in Anti-Money Laundering from the Institute of Compliance Association International (ICA) and Accredited Tax Advisor qualification with the Singapore Tax academy (SIATP). He is also a Chartered Accountant of Singapore (CA), Chartered Accountant of ASEAN (ASEAN CPA) and a fellow member (FCCA) for the Association of Chartered Certified Accountants (ACCA).

The Financial Training Scheme (“FTS”)

The Financial Training Scheme (“FTS”) is a training incentive scheme supported by the Financial Sector Development Fund (FSDF). The scheme supports financial sector-specific training programmes that raise the competency of the financial sector.

All our programmes are approved for listing on the Financial Training Scheme (FTS) Programme Directory and are eligible for FTS claims, subject to all eligibility criteria being met. For latest development on the Enhanced Funding Support for IBF FTS, please visit the Financial Training Scheme site.

Early Bird Discount

Enjoy 10% early bird discount when you register one (1) month before the course commencement date.

Tax Factors for HNWIs

FTS

Newly Accredited
Course Features
  • Duration
    1/2 Day
  • CPD
    4 Hours
  • RRCE
    4 Hours
This course is offered for our on-site corporate classroom training.
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