https://careysuen.com
Private advisory sessions

Work directly with Annette.
Get clarity on your wealth.

Three ways to start. Choose the session that fits where you are right now.

Entry consultation
Clarity
Call
$147
USD · 30 minutes

Not sure where to start? A focused call to understand your situation and identify what planning, if any, you actually need.

✓Situation overview and question review
✓Direct answers - no deflection
✓Planning gap identification
✓Clear recommended next step
✓Fee applies as credit toward any further session
Book Here
Most Popular
Advisory session
Expat Wealth
Strategy Session
$297
USD · 45 minutes

Cross-border planning, retirement, passive income, and asset protection. The conversation your bank has never had with you.

✓Retirement planning for expats
✓Cross-border asset and wealth review
✓Asset protection strategies
✓Passive income opportunities
✓Estate planning overview
✓Written action summary included
Book Here
Priority service
UK IHT
Emergency Review
$397
USD · 60 minutes

New rules from April 2025 may have changed your IHT position - even if you left the UK years ago. Written report included.

✓Full asset and residency review
✓IHT exposure identification
✓Planning opportunities outlined
✓Written summary report
✓Prioritised action points
✓Report delivered within 48 hours
Book Here
Clarity Call · $147 USD
When you know something needs attention, but you are not sure what.

Perhaps you have recently read about changes to UK inheritance tax rules and are not sure whether they affect you. Perhaps you are approaching retirement and realise your financial planning has not kept up with your life as an expat. The Clarity Call is designed for exactly that moment - a direct, honest conversation with no obligation and no sales pitch.

01
Your situation
Assets, residency, and family position to understand where you stand.
02
Your questions answered
Direct answers to what you have been trying to get clarity on. No deflection.
03
Issue identification
Honest view of whether any planning gaps or risks are worth addressing.
04
Recommended path
Clear guidance on whether a more detailed review would be of genuine value.
Step 01
Book and pay
$147 fee applies as credit toward any further session within 30 days.
Step 02
Share your questions
Short pre-call form so the 30 minutes are focused from the start.
Step 03
Your 30-minute call
Direct private conversation. Clear situation view. Sensible next step.
 
 
 

Book your Clarity Call

30 minutes · Honest answers · $147 USD

Book Here

This call is for general information and educational purposes only. It does not constitute regulated financial, legal, or tax advice. Carey Suen is not a regulated financial adviser. Seek independent professional advice before making any financial decisions.

Expat Wealth Strategy Session · $297 USD
The questions most expats are never asked.

Most financial conversations for British expats are product-led. This session starts differently - with your actual situation, your goals, and the specific challenges of managing wealth across multiple jurisdictions. By the end of 45 minutes, you will have a clear view of where you stand and what to do next.

01
Retirement planning
Pension gaps, income structures, and expat-specific issues most advisers overlook.
02
Cross-border wealth
Managing assets across multiple jurisdictions - what structures work and what the risks are.
03
Asset protection
Protecting what you have built from risks most commonly faced by internationally mobile professionals.
04
Passive income
Reliable income strategies that work across borders, including capital-protected structures.
05
Estate planning overview
High-level view of your estate structure across jurisdictions.
06
Written action summary
Key points and prioritised next steps delivered after your session.
Step 01
Book and pay
Select your preferred time and complete your $297 payment.
Step 02
Share your situation
Brief questionnaire so Annette can prepare specifically for your circumstances.
Step 03
Your 45-minute session
Focused private conversation covering areas most relevant to your goals.
Step 04
Written summary
Key points and recommended next steps delivered after your session.

Book your Expat Wealth Strategy Session

45 minutes · Practical · Personal · $297 USD

Book Here

This session is for general information and educational purposes only. It does not constitute regulated financial, legal, or tax advice. Carey Suen is not a regulated financial adviser. Seek independent professional advice before making any financial decisions.

UK IHT Emergency Review · $397 USD
Inheritance tax at 40%. On assets you thought were safe.
Recent rule change: From April 2025, UK pension assets may be brought within the scope of inheritance tax for the first time. If you have a UK pension, your position may have changed.

Moving overseas does not automatically remove you from the UK inheritance tax system. UK property, certain pension assets, and investments may remain within scope regardless of where you live. For many British expats, the potential liability runs into hundreds of thousands of pounds.

Potential estate valueIHT exposure at 40%Planning value
£750,000£100,000+Potentially significant
£1,000,000£200,000+Substantial
£2,000,000£600,000+Critical
£3,000,000£1,000,000+Estate-defining
01
Asset review
UK property, pension, investments, and overseas assets that may fall within scope.
02
Residency analysis
Domicile and residency position and how recent rule changes may affect you.
03
Exposure identification
Clear identification of IHT risk areas and planning issues your estate may face.
04
Planning opportunities
Available strategies that may reduce or eliminate your family's exposure.
05
Written summary
Written report covering your position, key risks, and recommended next steps.
06
Action points
Specific, prioritised actions - delivered within 48 hours of your session.

You may benefit if you:

  • Live outside the UK but own UK property
  • Have a UK pension not transferred offshore
  • Have not reviewed your will since leaving the UK
  • Have children or grandchildren as beneficiaries
  • Have a net estate above approximately £500,000

Locations we serve:

  • Hong Kong
  • Singapore
  • UAE and Dubai
  • Australia and New Zealand
  • Canada - Thailand - Malaysia
Step 01
Book and pay
Select a time and complete your $397 payment. Short questionnaire follows.
Step 02
Complete questionnaire
Assets, residency, and family situation so the review is focused from the start.
Step 03
Your 60-minute review
Private video call with Annette. Focused and specific to your circumstances.
Step 04
Written summary
Report and action points delivered within 48 hours of your session.

Book your UK IHT Emergency Review

60 minutes · Written summary included · $397 USD

Book Here

This review is for general information and planning purposes only. It does not constitute legal or tax advice. Carey Suen is not a law firm or regulated tax adviser. Seek independent professional advice before making any decisions regarding your estate planning or tax position.

Not sure which session is right for you? Start with the Clarity Call. The $147 fee applies as credit toward any further session booked within 30 days.