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The Future of Tax Planning and Wealth Management: Transparency and Substance For All? (Kuala Lumpur)
As the world becomes increasingly globalised and cross-border activities become the norm, tax administrators around the world are keenly focused on ensuring tax payers pay the right amount of tax to the right jurisdiction.
Enter the Organisation for Economic Co-operation and Development’s Automatic Exchange of Information protocol introduced with the aim of enhancing global tax transparency by providing countries a platform that will allow the exchange of information between countries. In addition, the Base Erosion Profit Shifting Initiatives will also ensure large companies pay their tax dues appropriately.

So what is the future of tax planning in this ‘new normal’? How will international tax planning for high net worth individuals and large international corporations change in the face of these initiatives? This event aims to discuss these developments and examines wealth management and succession planning solutions available to high net worth families, as well as how these structures stand up against the increasing pressure for transparency?

Come and join us to discuss the future of tax planning and wealth management.
    Pei Pei has more than 20 years of tax experience in the public accounting practice with Deloitte in both corporate and individual taxation. She has considerable experience in managing corporate tax engagements and her clients include multinational group as well as companies listed on Kuala Lumpur Stock Exchange.

    Her main practice areas include all aspects of direct taxes, such as income tax, corporate tax, real property gains tax, tax incentives for investments, expatriate taxes, Labuan business activity tax and Labuan entities. She is currently the FSI tax leader and has experience in advising on financial investment products which amongst others include private equity funds via limited partnership, structured warrants, subordinated loan arrangements, asset back securitization and insurance related products.

    Pei Pei also has extensive experience in advising on withholding taxes and permanent establishment and regularly involved in tax audit matters with the Authorities. She has also advised on group restructuring exercise and has experience in advising MNCs on the appropriate tax incentives available. Her experience includes providing advice specially on EPCC projects and managing of their expatriate employees’ tax affairs.

    Pei Pei graduated with a Bachelor of Management (majoring in Finance and Accounting) from Universiti Sains Malaysia and is a member of Chartered Tax Institute of Malaysia (CTIM).
    hairudin, CEO/GM of Maybank International Labuan, is responsible in managing Maybank offshore businesses which deals with more than 26 jurisdictions. He began his banking career in 1997 and has served in a number of different capacities in Branch Operations, Credit Department and Offshore Banking.
    He also served in Internal Audit for 10 years and headed the International and Operations Audit department mainly responsible for the assurance review for all the overseas units under the Maybank Group.
    Graduated from Oklahoma State University, USA with Bachelors of Science in Business Administration. He also holds a Diploma in Banking from MARA Institute of Technology. Apart from being the CEO/GM of Maybank International Labuan, he is also the EXCO Chairman of Financial Park Labuan and Chairman of the Association of Labuan Banks. 
    Millie Chan practises law in British Columbia, Canada in the Vancouver office of Borden Lander Gervais (BLG), a Canadian national law firm. She is in BLG’s Tax Group and the Corporate and Commercial Group, and is also BLG’s Senior Consultant, Asia Pacific Markets. Ms Chan is a member of the Law Society of British Columbia, the Canadian Bar Association, and the Canadian Tax Foundation, and serves as a director of the Malaysia Canada Business Council (B.C.). She is also a member of the Malaysian Bar and the Society of Trust and Estate Practitioners (STEP), Malaysia.
    Ms Chan’s main area of practice is in international wealth transfer and global estate, asset protection and capital preservation planning. In particular, she advises high net worth families in Asia in this area of holistic global estate planning. She also advises immigrants to Canada on tax-planning options.

    In addition to planning for protection and preservation of assets, Ms Chan works with families to establish strategies and processes to promote family governance, maintain family unity and uphold family identity and integrity. For this purpose, she travels regularly to Asia and works in synergy with BLG’s extensive contact base of financial institutions and offshore service providers for trusts, foundations and corporations.

    Before immigrating to Canada in 2007, Ms Chan practised law in Malaysia for approximately 27 years at her own firm, W Y Chan & Roy, for whom she remains a consultant. Her primary practice focus in Malaysia was on corporate/securities and commercial matters.

    Ms Chan graduated with an LLB (First Class Honours) degree from the University of Malaya. She is fluent in English, Mandarin and Malay, and is conversant in Cantonese and Hakka, as well as (minimally) Hokkien.
    Hooi Beng is the International Tax Leader of Deloitte Malaysia. He has more than 18 years of experience in corporate and international tax. He has vast experience in advising multinational corporations on corporate structuring and restructuring, mergers and acquisitions, international offshore financial centres, business model optimization, tax treaties and cross-border taxation generally.
    Hooi Beng is an associate member of the Chartered Tax Institute of Malaysia, a Chartered Accountant of the Malaysian Institute of Accountants as well as a licensed tax agent under the Malaysian Income Tax Act, 1967. He holds a Bachelor of Accounting from the University of Malaya.
Date :
16-Mar-2017 (Thu)

Time :
8:30 AM - 12:00 PM

Sasana Kijang, Conference Hall 1
Jalan Dato Onn
50480 Kuala Lumpur
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