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Ultimate Guide to UK Tax

Don't let tax impact your financial plan.
Watch our ultimate UK tax planning webinar series
to get all the information you need.
Webinar Series
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April 2022

Moving to the UK - Considerations

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May 2022

UK Property Taxation &
Mortgage Update

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June 2022

Wills, Succession Planning
& Inheritance

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July 2022

Key Principles of UK Domicile

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August 2022

Implications on UK & Overseas Employment Income

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.

Please note your home or other property may be repossessed if you do not keep up repayments on your mortgage.


Advice relating to a Will and/or matters of guardianship involves the referral to a service that is separate and distinct to those offered by St. James’s Place.

White Feather

Meet our experts

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Stephanie Chan

Stephanie is the Senior Tax Manager at Sovereign Wealth Hong Kong where she is responsible for providing UK taxation advice to International Private Clients in the Asia Pacific region. She works closely with the Wealth Management team in delivering essential tax planning advice to clients and also actively presents tax-led forums and seminars.

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Neil Jensen

Neil is a specialist Partner under UK Mortgages Asia, a Hong Kong based expert providing UK mortgages to expatriates and non-UK passport holders.

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Tony Smith

​Tony Smith has been in the financial services industry for over 20 years. He joined St. James's Place in 2012. Tony provides tax and technical support to St. James's Place Clients focusing on taxation and trust issues in relation to particular client circumstances.

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Matthew Lloyd

​Together with St. James’s Place, Matthew launched Professional Wealth in 2020. Will writing, succession and tax planning are intimately linked – this new Wealth Management Practice allows for further advice and guidance for clients looking to better manage their financial legacy.

About St. James's Place 

Managing your wealth should be simple. That’s why we’re making it personal.

 

At SJP, we give you face-to-face, one-to-one guidance to help you achieve your life goals. We also provide access to our leading range of investment products.

 

As a FTSE listed company with £142.3 billion in managed funds, we can introduce you to some of the best talent in the industry. You’ll build a personal, mutual relationship with your Partner, who’ll always work with one goal in mind. That goal is set by you.

 

Your vision for the future is unique. Yet, whatever your plans, and with offices in Singapore, Mainland China and Hong Kong, we believe you’d rather take advice from someone you trust. That’s why we want you to know us, just as much as we want to know you.

About SJP

Important Notes

Sovereign Wealth is a Partner Practice of St. James's Place (Hong Kong) Limited.

The events hosted by Sovereign Wealth is general communication provided for informational purpose only. It should not be relied upon as financial advice and it does not constitute a recommendation, an offer or solicitation. No responsibility can be accepted for any loss arising from action taken or refrained from based on this publication. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted.

This member of the St. James’s Place Partnership in Hong Kong represents St. James’s Place (Hong Kong) Limited, which is an insurance broker company licensed with the Insurance Authority (Licence No. FB1075), a licensed corporation with the Securities and Futures Commission (CE No. AAV439) and registered as an MPF Intermediary (Registration No. IC000852).


The ‘St. James’s Place Partnership’ and the title ‘Partner Practice’ are the marketing terms used to describe St. James’s Place representatives.

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