【移民英國你要知】英國投資稅務指南

在上一稿文章分享了有關「英國稅務問題注意事項」。

今次再次邀請到專業註冊稅務師朋友 – William Ku

了解有關一些理財產品,例如 保險/信託在英國稅務制度下有什麼好處/值得了解的地方!


  • 在英國稅務制度上,保險有什麼好處

入息稅及資產增值稅

👉🏻非儲蓄成份的保險,保險賠償金額❌無需交稅

👉🏻有儲蓄成分的保險,保險賠償金額❓有機會需要交稅

  • 在英國稅務制度上,自行控制計稅日期有什麼好處

徵稅的時間可以延遲

  1. 資產可以先作累積
  2. 亦可在年度收入較少時或退休後再慢慢交稅

 


  • 信托有什麼能幫助理財?

信托是一個非常完美的方法用作減低非英國資產的入息稅資產增值稅及遺產稅

 

想了解更多詳情,可以到我的頻道睇睇:https://youtu.be/_8GusNajInw?si=vQuH-cg6IP1JB3_D

更多文章

理財小知識

何謂超高淨值(UHNWIs) 及 高淨值(HNWIs) 個人

高净值客戶 (HNWI) 是指擁有大量資產或高收入的人。這個術語通常在金融服務行業中使用,描述净值至少為100萬美元的人。這些人通常有更複雜的財務需求,可能需要專門的投資建議和金融產品。

A high net worth individual (HNWI) is a person who has a significant amount of assets or a high income. The term is often used in the financial services industry to describe a person who has a net worth of at least $1 million, although the threshold can vary depending on the context. These individuals typically have more complex financial needs and may require specialized investment advice and financial products. Ultra high net worth individuals (UHNWIs) are those with a net worth of $30 million or more. These individuals often have complex financial needs and require specialized investment advice and financial products. They may also have a significant impact on the economy and may be major players in the business and finance world. The term “ultra high net worth” is also used in the context of wealth management and private banking, to refer to individuals with a net worth at or above a certain threshold, which can vary depending on the institution or context.