Diversifying tax risk, protecting your wealth

Aug 14, 2020

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You spread your risk when it comes to investing, so why wouldn’t you do the same with your holding structures? Two of our wealth planning experts, Karina Challons and Paul Bradshaw, explain why it could be prudent to diversify your tax risk, when and why structures need reviewing and what happens if you move overseas. This video was filmed before the Coronavirus lockdown measures were introduced.

This material is issued by HSBC UK Bank plc which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority in the UK. It has been issued for your information purposes only.

Please note that HSBC does not provide tax or legal advice and clients should seek professional advice from their tax advisor. Any reference to tax is based on our knowledge of the current and proposed tax regime and is subject to change.

In the United Kingdom, this document has been approved for distribution by HSBC UK Bank plc whose Private Banking office is located at 8 Cork Street, London, W1S 3LJ.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted, on any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior written permission of HSBC UK Bank plc. Copyright© HSBC Private Banking 2024.

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